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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1726
Pinnacle Bancorp
Nebraska
$313K – – –
VHAM
1727
Van Hulzen Asset Management
California
$312K +$81.2K +665 +33%
CPWL
1728
Coquina Private Wealth LLC
Florida
$312K +$325K +2,663 New
I
1729
INVST
Indiana
$312K +$3.66K +30 +1%
SL
1730
Sentinus LLC
Illinois
$311K +$29.8K +244 +10%
OA
1731
Oxbow Advisors
Texas
$310K – – –
CG
1732
CFO4Life Group
Texas
$310K -$40.8K -334 -11%
SFG
1733
Sather Financial Group
Texas
$310K -$5.37K -44 -2%
FMI
1734
F/M Investments
District of Columbia
$309K +$7.33K +60 +2%
PIA
1735
Perennial Investment Advisors
California
$309K +$50.3K +412 +19%
WQ
1736
Wealth Quarterback
New Jersey
$307K +$2.69K +22 +0.8%
RPC
1737
Rossmore Private Capital
Connecticut
$307K – – –
LCM
1738
LCM Capital Management
Illinois
$307K +$7.33K +60 +2%
SWA
1739
Strata Wealth Advisors
Texas
$307K -$3.79K -31 -1%
JWBC
1740
J.W. Burns & Co
New York
$306K -$3.3K -27 -1%
PWM
1741
Partnership Wealth Management
Maryland
$306K – – –
KA
1742
Kozak & Associates
Colorado
$306K +$1.1K +9 +0.3%
BWMG
1743
Barnes Wealth Management Group
California
$306K +$2.2K +18 +0.7%
JTF
1744
J. Team Financial
Texas
$305K +$1.47K +12 +0.5%
UF
1745
Univest Financial
Pennsylvania
$305K +$977 +8 +0.3%
AWA
1746
A4 Wealth Advisors
North Carolina
$304K +$10K +82 +3%
CCA
1747
Cravens & Co Advisors
Tennessee
$304K -$8.43K -69 -3%
CNBTD
1748
Citizens National Bank Trust Department
Mississippi
$304K – – –
CA
1749
Capital Advantage
California
$303K – – –
WI
1750
WBI Investments
New Jersey
$303K +$316K +2,587 New
68 69
70
71 72