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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1701
BXM Wealth
Colorado
$364K -$436K -3,486 -56%
EPW
1702
Evolve Private Wealth
California
$363K +$37.6K +301 +12%
AAMC
1703
Asset Allocation & Management Company
Illinois
$363K – – –
SIA
1704
SkyView Investment Advisors
New Jersey
$363K +$875 +7 +0.3%
CIA
1705
Choate Investment Advisors
Massachusetts
$362K -$12.4K -99 -3%
PK
1706
Pflug Koory
Nebraska
$362K – – –
RWA
1707
Redhawk Wealth Advisors
Minnesota
$360K +$2.5K +20 +0.7%
UWP
1708
Uniting Wealth Partners
Kansas
$360K -$3.38K -27 -1%
TCFP
1709
Treasure Coast Financial Planning
Florida
$359K -$125 -1 -0%
BWA
1710
Bestgate Wealth Advisors
Maryland
$359K -$33.5K -268 -9%
VWA
1711
VSM Wealth Advisory
Maryland
$359K +$143K +1,146 +72%
LRPA
1712
L. Roy Papp & Associates
Arizona
$359K +$31.3K +250 +10%
FBT
1713
First Bankers Trust
Kentucky
$359K -$7K -56 -2%
CCMG
1714
Connecticut Capital Management Group
Connecticut
$358K -$375 -3 -0.1%
EWM
1715
Elmwood Wealth Management
California
$357K +$19.5K +156 +6%
WAC
1716
William Allan Corp
Colorado
$356K +$2.88K +23 +0.9%
OA
1717
Oxbow Advisors
Texas
$356K +$8.5K +68 +3%
ITIM
1718
Indiana Trust & Investment Management
Indiana
$355K -$625 -5 -0.2%
IC
1719
Inscription Capital
Texas
$355K +$24.8K +198 +8%
CW
1720
Channel Wealth
California
$355K +$1.13K +9 +0.3%
SEP
1721
Signature Equity Partners
Ohio
$354K +$39.6K +317 +13%
CT
1722
Clearstead Trust
Maine
$354K – – –
MWP
1723
Meriwether Wealth & Planning
Louisiana
$354K -$8.75K -70 -3%
PCMF
1724
Private Capital Management (Florida)
Florida
$354K -$4.63K -37 -1%
HIS
1725
Horizon Investment Services
Indiana
$352K – – –
67 68
69
70 71