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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
1701
Barnes Wealth Management Group
California
$321K +$4.25K +35 +1%
CNBTD
1702
Citizens National Bank Trust Department
Mississippi
$321K – – –
SFG
1703
Sovereign Financial Group
Connecticut
$321K +$315K +2,592 New
JTF
1704
J. Team Financial
Texas
$321K +$314K +2,591 New
CA
1705
Capital Advantage
California
$320K – – –
LA
1706
LexAurum Advisors
Kansas
$320K +$14.2K +117 +5%
PA
1707
PSI Advisors
Florida
$320K +$12.1K +100 +4%
HPIA
1708
Hamilton Point Investment Advisors
North Carolina
$320K +$121 +1 +0%
FMI
1709
F/M Investments
District of Columbia
$319K -$6.19K -51 -2%
FNT
1710
First Nebraska Trust
Nebraska
$319K – – –
FFG
1711
Fortem Financial Group
California
$319K +$9.1K +75 +3%
RCWM
1712
Royal Capital Wealth Management
Indiana
$318K – – –
CMAI
1713
Capital Management Associates Inc
Minnesota
$318K +$311K +2,566 New
LCM
1714
LCM Capital Management
Illinois
$317K – – –
LCM
1715
Lazari Capital Management
California
$316K +$2.43K +20 +0.8%
FBT
1716
First Bankers Trust
Kentucky
$315K – – –
VCM
1717
Versant Capital Management
Arizona
$314K +$6.43K +53 +2%
HGA
1718
Hobbs Group Advisors
South Carolina
$314K -$10.4K -86 -3%
CP
1719
Castleview Partners
Texas
$313K +$32.5K +268 +12%
BWM
1720
Blossom Wealth Management
California
$313K +$10.3K +85 +3%
IPW
1721
Intergy Private Wealth
Colorado
$312K +$40.8K +336 +15%
AWA
1722
A4 Wealth Advisors
North Carolina
$311K +$305K +2,515 New
SW
1723
Schulz Wealth
Texas
$310K – – –
WTA
1724
Washington Trust Advisors
Massachusetts
$310K – – –
FLFS
1725
Family Legacy Financial Solutions
North Carolina
$310K -$4.98K -41 -2%
67 68
69
70 71