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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1751
Sunpointe
Missouri
$277K +$6.84K +58 +3%
CCFM
1752
Clear Creek Financial Management
Washington
$277K -$11.2K -95 -4%
FRA
1753
Front Row Advisors
California
$276K – – –
SMF
1754
Scott Marsh Financial
Utah
$276K +$276K +2,340 New
CM
1755
Cornerstone Management
Georgia
$276K +$276K +2,337 New
SWM
1756
Salvus Wealth Management
New Jersey
$276K +$8.38K +71 +3%
SXL
1757
Summit X LLC
Missouri
$275K +$11.8K +100 +4%
AWM
1758
Angeles Wealth Management
California
$275K +$24.1K +204 +10%
FUBT
1759
First United Bank & Trust
Maryland
$275K +$83.8K +710 +44%
BFA
1760
Buttonwood Financial Advisors
Maryland
$274K -$38.6K -327 -12%
PBK
1761
Peoples Bank (Kansas)
Kansas
$274K -$2.95K -25 -1%
GWP
1762
Gateway Wealth Partners
Wisconsin
$273K +$273K +2,316 New
SCP
1763
Sivia Capital Partners
California
$273K -$3.3K -28 -1%
CPRC
1764
Consolidated Portfolio Review Corp
New York
$273K -$12.5K -106 -4%
CFSG
1765
Community Financial Services Group
Vermont
$273K -$59.8K -507 -18%
BCCM
1766
Bridge Creek Capital Management
Massachusetts
$272K – – –
UAG
1767
United Advisor Group
Ohio
$272K +$26.7K +226 +11%
MAM
1768
Mainsail Asset Management
Alabama
$272K – – –
MSE
1769
MUFG Securities EMEA
United Kingdom
$271K +$271K +2,297 New
VFG
1770
Victory Financial Group
Texas
$271K +$271K +2,295 New
WSA
1771
Warm Springs Advisors
California
$270K -$48.9K -414 -15%
NWMG
1772
Nicholson Wealth Management Group
South Carolina
$270K +$19.6K +166 +8%
TCWM
1773
Total Clarity Wealth Management
Illinois
$270K +$270K +2,291 New
HWMG
1774
Hurlow Wealth Management Group
Indiana
$270K – – –
1WM
1775
1900 Wealth Management
Texas
$270K +$1.3K +11 +0.5%
69 70
71
72 73