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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1751
Centurion Wealth Management
Virginia
$349K -$23.7K -188 -6%
WCP
1752
Wealthcare Capital Partners
Pennsylvania
$348K -$67.4K -534 -16%
IA
1753
IFC Advisors
California
$347K +$11.9K +94 +4%
TCFP
1754
Treasure Coast Financial Planning
Florida
$347K – – –
VWA
1755
VSM Wealth Advisory
Maryland
$347K +$126 +1 +0%
LRPA
1756
L. Roy Papp & Associates
Arizona
$347K – – –
OFO
1757
OneAscent Family Office
Alabama
$346K +$64.8K +514 +23%
CCMG
1758
Connecticut Capital Management Group
Connecticut
$346K -$631 -5 -0.2%
CAAS
1759
Capital Asset Advisory Services
Michigan
$346K +$56.6K +449 +20%
GGS
1760
Galvin Gaustad & Stein
Arizona
$346K +$110K +872 +47%
CFA
1761
Collaborative Fund Advisors
Nevada
$345K +$343K +2,723 New
SIS
1762
Sound Income Strategies
Florida
$344K -$246K -1,948 -42%
CW
1763
Channel Wealth
California
$344K +$1.26K +10 +0.4%
WAC
1764
William Allan Corp
Colorado
$344K – – –
ITIM
1765
Indiana Trust & Investment Management
Indiana
$343K – – –
CT
1766
Clearstead Trust
Maine
$342K – – –
FBT
1767
First Bankers Trust
Kentucky
$342K -$4.42K -35 -1%
SEP
1768
Signature Equity Partners
Ohio
$342K -$631 -5 -0.2%
PCMF
1769
Private Capital Management (Florida)
Florida
$342K – – –
SWM
1770
SpringVest Wealth Management
Texas
$342K +$1.01K +8 +0.3%
PCP
1771
Proficio Capital Partners
Massachusetts
$341K +$340K +2,698 New
LT
1772
Legacy Trust
Michigan
$341K -$25.4K -201 -7%
ST
1773
Smithfield Trust
Pennsylvania
$341K -$25.1K -199 -7%
HIS
1774
Horizon Investment Services
Indiana
$341K +$126 +1 +0%
CCA
1775
Cravens & Co Advisors
Tennessee
$340K -$15.1K -120 -4%
69 70
71
72 73