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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1751
Clearwave Capital
California
$303K +$316K +2,585 New
SFO
1752
Stokes Family Office
Louisiana
$303K +$85.2K +698 +37%
PA
1753
PSI Advisors
Florida
$303K – – –
PFT
1754
Providence First Trust
Arizona
$302K -$1.45M -11,905 -82%
EWM
1755
Elmwood Wealth Management
California
$302K -$22K -180 -7%
ATWA
1756
Arbor Trust Wealth Advisors
Michigan
$301K +$314K +2,570 New
TB
1757
Terril Brothers
Missouri
$301K -$10.4K -85 -3%
BWCS
1758
Beirne Wealth Consulting Services
Connecticut
$299K -$49K -401 -14%
EA
1759
Everpar Advisors
Oklahoma
$297K -$7.69K -63 -2%
AG
1760
AlTi Global
New York
$297K -$7.94K -65 -3%
RBWA
1761
RFG - Bristol Wealth Advisors
Massachusetts
$297K -$7.45K -61 -2%
HPIA
1762
Hamilton Point Investment Advisors
North Carolina
$297K -$6.23K -51 -2%
KF
1763
Krilogy Financial
Missouri
$295K -$155K -1,266 -34%
LCM
1764
Lazari Capital Management
California
$295K -$4.64K -38 -1%
HHCP
1765
Hilton Head Capital Partners
South Carolina
$295K +$307K +2,514 New
BC
1766
Burney Company
Virginia
$295K -$18.9K -155 -6%
S
1767
Sunpointe
Missouri
$295K +$19.3K +158 +7%
IC
1768
Inscription Capital
Texas
$294K +$18.6K +152 +6%
SW
1769
Schulz Wealth
Texas
$294K – – –
WTA
1770
Washington Trust Advisors
Massachusetts
$294K – – –
KA
1771
Klingman & Associates
New York
$293K +$28.5K +233 +10%
MWM
1772
Maltin Wealth Management
New Jersey
$293K +$122 +1 +0%
PAM
1773
Paradigm Asset Management
New York
$293K -$24.4K -200 -7%
CA
1774
COFG Advisors
Illinois
$293K +$305K +2,499 New
CRI
1775
Colonial River Investments
Virginia
$292K +$13.9K +114 +5%
69 70
71
72 73