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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1726
Maltin Wealth Management
New Jersey
$309K – – –
MEAC
1727
M.E. Allison & Co
Texas
$308K -$12.4K -102 -4%
LRPA
1728
L. Roy Papp & Associates
Arizona
$308K +$30.3K +250 +11%
GD
1729
Grandfield & Dodd
New York
$308K – – –
LFG
1730
Lockerman Financial Group
California
$307K +$7.52K +62 +3%
FA
1731
Fountainhead AM
New Jersey
$307K -$7.89K -65 -3%
PPG
1732
Peak Planning Group
Colorado
$306K -$60.1K -495 -17%
CH
1733
Cromwell Holdings
Wyoming
$306K – – –
CM
1734
Capula Management
Cayman Islands
$306K +$191K +1,578 +177%
NSAM
1735
North Star Asset Management
Wisconsin
$305K +$364 +3 +0.1%
AWM
1736
Angeles Wealth Management
California
$305K +$15.9K +131 +6%
FFWA
1737
FRG Family Wealth Advisors
Washington
$303K – – –
CSPIA
1738
Cary Street Partners Investment Advisory
Virginia
$303K +$70.1K +578 +31%
RDFA
1739
Ritter Daniher Financial Advisory
Ohio
$303K +$243 +2 +0.1%
SSA
1740
Schonfeld Strategic Advisors
New York
$302K -$496K -4,085 -63%
FA
1741
FDx Advisors
Illinois
$302K +$3.64K +30 +1%
TWM
1742
Tradition Wealth Management
Minnesota
$302K +$4.73K +39 +2%
1C
1743
111 Capital
France
$301K -$43.8K -361 -13%
KBFS
1744
Kohmann Bosshard Financial Services
Ohio
$301K +$3.03K +25 +1%
LCWP
1745
Legacy Capital Wealth Partners
Arkansas
$300K +$28.8K +237 +11%
RWI
1746
Red Wave Investments
Pennsylvania
$300K – – –
TCWM
1747
Total Clarity Wealth Management
Illinois
$300K +$15.9K +131 +6%
LIG
1748
Lokken Investment Group
Delaware
$300K +$121 +1 +0%
RC
1749
Rexford Capital
Texas
$299K +$8.13K +67 +3%
HWM
1750
Howard Wealth Management
Connecticut
$299K +$971 +8 +0.3%
68 69
70
71 72