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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1751
Diversified Enterprises
Delaware
$299K +$121 +1 +0%
SIM
1752
Sentry Investment Management
Wisconsin
$299K +$14.2K +117 +5%
CAM
1753
Cozad Asset Management
Illinois
$299K – – –
AA
1754
Apriem Advisors
California
$299K +$1.94K +16 +0.7%
SPF
1755
South Plains Financial
Texas
$299K +$182K +1,496 +163%
VAG
1756
VisionPoint Advisory Group
Texas
$298K +$17.8K +147 +6%
SL
1757
Sentinus LLC
Illinois
$298K +$3.4K +28 +1%
KIA
1758
Kraematon Investment Advisors
Massachusetts
$295K +$1.94K +16 +0.7%
CRI
1759
Colonial River Investments
Virginia
$294K +$849 +7 +0.3%
FFB
1760
First Financial Bankshares
Texas
$294K – – –
GWP
1761
Gateway Wealth Partners
Wisconsin
$294K +$7.52K +62 +3%
AWS
1762
Arkfeld Wealth Strategies
Nebraska
$294K +$1.82K +15 +0.6%
MFS
1763
Miller Financial Services
Michigan
$294K +$243 +2 +0.1%
TCM
1764
Traynor Capital Management
Pennsylvania
$293K +$287K +2,364 New
CPA
1765
Capital Performance Advisors
California
$292K +$58.7K +484 +26%
CC
1766
Cultivar Capital
Texas
$292K +$15.3K +126 +6%
IC
1767
Inscription Capital
Texas
$292K +$23.1K +190 +9%
S
1768
Sunpointe
Missouri
$291K +$849 +7 +0.3%
CPA
1769
Cardiff Park Advisors
California
$291K +$286K +2,354 New
LGWM
1770
Litman Gregory Wealth Management
California
$291K +$286K +2,353 New
CG
1771
Curat Global
New Hampshire
$291K +$364 +3 +0.1%
FRA
1772
Front Row Advisors
California
$290K – – –
CM
1773
Cornerstone Management
Georgia
$290K +$364 +3 +0.1%
CSA
1774
Cottage Street Advisors
Massachusetts
$289K +$283K +2,334 New
KWM
1775
KFG Wealth Management
Indiana
$289K +$283K +2,333 New
69 70
71
72 73