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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
1751
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$276K – – –
TH
1752
TCTC Holdings
Texas
$275K +$48.7K +427 +23%
SMH
1753
Sanders Morris Harris
Texas
$274K – – –
MWM
1754
Manske Wealth Management
Texas
$274K +$11.6K +102 +5%
SI
1755
Severin Investments
Missouri
$273K +$12.4K +109 +5%
GG
1756
Gleason Group
Kentucky
$273K -$17.9K -157 -7%
MPCG
1757
Matrix Private Capital Group
New York
$273K -$1.25K -11 -0.5%
PPG
1758
Peak Planning Group
Colorado
$273K +$21.9K +192 +9%
PIA
1759
Perennial Investment Advisors
California
$272K +$14.7K +129 +6%
SXL
1760
Summit X LLC
Missouri
$272K -$3.08K -27 -1%
MKC
1761
M. Kraus & Co
Vermont
$272K – – –
IPW
1762
Intergy Private Wealth
Colorado
$271K +$12.5K +110 +5%
BWG
1763
Berry Wealth Group
Texas
$271K +$253K +2,222 New
AIA
1764
Alternative Investment Advisors
Florida
$271K +$798 +7 +0.3%
CSB
1765
City State Bank
Iowa
$270K – – –
AWS
1766
Arkfeld Wealth Strategies
Nebraska
$270K +$1.6K +14 +0.6%
ST
1767
Smithfield Trust
Pennsylvania
$270K -$43.9K -385 -15%
LPT
1768
Legacy Private Trust
Wisconsin
$268K +$251K +2,200 New
CPA
1769
Capital Planning Advisors
California
$268K +$1.48K +13 +0.6%
OF
1770
Optimize Financial
California
$266K +$249K +2,183 New
RBC
1771
Roble Belko & Company
Pennsylvania
$266K – – –
SIM
1772
Sentry Investment Management
Wisconsin
$265K -$77.3K -678 -23%
OPPS
1773
Obsidian Personal Planning Solutions
Maryland
$263K – – –
CA
1774
Capital Advantage
California
$263K – – –
CCM
1775
Canal Capital Management
Virginia
$261K -$506K -4,442 -68%
69 70
71
72 73