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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1726
Diversified Enterprises
Delaware
$285K +$708 +6 +0.2%
KOC
1727
Koss-Olinger Consulting
Florida
$285K +$354 +3 +0.1%
AGWCA
1728
Annis Gardner Whiting Capital Advisors
Florida
$285K +$72.3K +613 +34%
HWM
1729
Howard Wealth Management
Connecticut
$284K +$1.06K +9 +0.4%
KBFS
1730
Kohmann Bosshard Financial Services
Ohio
$284K – – –
AA
1731
Apriem Advisors
California
$283K – – –
TWM
1732
Tradition Wealth Management
Minnesota
$283K +$8.38K +71 +3%
AIA
1733
Alternative Investment Advisors
Florida
$283K +$20.9K +177 +8%
FA
1734
FDx Advisors
Illinois
$283K -$6.61K -56 -2%
WAM
1735
Weatherly Asset Management
California
$283K -$8.73K -74 -3%
JF
1736
Joule Financial
Kentucky
$283K +$118 +1 +0%
HW
1737
HORAN Wealth
Ohio
$282K +$282K +2,389 New
WI
1738
Westbourne Investments
Virginia
$282K +$282K +2,389 New
SL
1739
Sentinus LLC
Illinois
$281K +$12.3K +104 +5%
AFPL
1740
Advus Financial Partners, LLC
Florida
$281K -$33.7K -286 -11%
FFB
1741
First Financial Bankshares
Texas
$281K +$38.5K +326 +16%
RPC
1742
Rossmore Private Capital
Connecticut
$280K -$24.8K -210 -8%
CRI
1743
Colonial River Investments
Virginia
$280K -$3.78K -32 -1%
MFS
1744
Miller Financial Services
Michigan
$280K -$9.09K -77 -3%
TFP
1745
Tilia Fiduciary Partners
North Carolina
$280K +$472 +4 +0.2%
KIA
1746
Kraematon Investment Advisors
Massachusetts
$279K +$2.01K +17 +0.7%
TSWM
1747
Tyler-Stone Wealth Management
Ohio
$279K -$11.2K -95 -4%
CG
1748
Curat Global
New Hampshire
$278K +$36.7K +311 +15%
RC
1749
Rexford Capital
Texas
$277K +$277K +2,351 New
AWS
1750
Arkfeld Wealth Strategies
Nebraska
$277K +$4.84K +41 +2%
68 69
70
71 72