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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
1751
Freestone Capital Holdings
Washington
$253K +$49.5K +437 +23%
JF
1752
Joule Financial
Kentucky
$253K -$113 -1 -0%
APWM
1753
Anchor Pointe Wealth Management
Missouri
$252K +$265K +2,338 New
TWM
1754
Tradition Wealth Management
Minnesota
$252K +$7.59K +67 +3%
CGFA
1755
Colton Groome Financial Advisors
North Carolina
$251K +$264K +2,331 New
PFA
1756
Pettinga Financial Advisors
Indiana
$250K – – –
SFO
1757
Stokes Family Office
Louisiana
$249K -$5.21K -46 -2%
BCCM
1758
Bridge Creek Capital Management
Massachusetts
$249K – – –
MWM
1759
Mindset Wealth Management
Indiana
$248K +$34K +300 +15%
TA
1760
TrueWealth Advisors
Alabama
$247K +$680 +6 +0.3%
PB
1761
Pinnacle Bancorp
Nebraska
$247K +$7.82K +69 +3%
VFPW
1762
Vantage Financial Partners (Wisconsin)
Wisconsin
$247K -$2.61K -23 -1%
FCA
1763
Fortis Capital Advisors
Kansas
$246K +$9.74K +86 +4%
HWMG
1764
Hurlow Wealth Management Group
Indiana
$246K -$71.5K -631 -22%
GA
1765
Geller Advisors
New York
$246K – – –
S
1766
Sunpointe
Missouri
$245K +$25.8K +228 +11%
AWS
1767
Arkfeld Wealth Strategies
Nebraska
$245K +$1.81K +16 +0.7%
1WM
1768
1900 Wealth Management
Texas
$245K -$7.48K -66 -3%
MAM
1769
Mainsail Asset Management
Alabama
$245K – – –
GM
1770
GeoWealth Management
Illinois
$244K -$1.75M -15,444 -87%
LRPA
1771
L. Roy Papp & Associates
Arizona
$244K – – –
FMTCOCP
1772
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$244K – – –
SMH
1773
Sanders Morris Harris
Texas
$244K -$45.3K -400 -15%
BST
1774
Bath Savings Trust
Maine
$244K -$15K -132 -6%
SXL
1775
Summit X LLC
Missouri
$243K -$8.72K -77 -3%
69 70
71
72 73