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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
1776
Trivant Custom Portfolio Group
California
$53.4K – – –
CAC
1777
Core Alternative Capital
Georgia
$52.4K -$25.5K -280 -34%
FDCP
1778
Foster Dykema Cabot & Partners
Massachusetts
$50.4K +$47.2K +519 New
DAM
1779
Delta Asset Management
Tennessee
$50.3K +$29.3K +322 +164%
SCA
1780
Stuart Chaussee & Associates
California
$49.9K -$6.28K -69 -12%
HSA
1781
Hussman Strategic Advisors
Maryland
$48.5K – – –
LAM
1782
Lummis Asset Management
Texas
$48.5K +$45.5K +500 New
FWM
1783
Focused Wealth Management
New York
$48.5K +$273 +3 +0.6%
KFS
1784
Kelly Financial Services
Massachusetts
$48.3K -$182 -2 -0.4%
LFA
1785
Livelsberger Financial Advisory
Ohio
$48K +$45K +495 New
CH
1786
Canton Hathaway
Rhode Island
$46K – – –
RA
1787
Rational Advisors
New York
$45.8K – – –
MTIC
1788
Missouri Trust & Investment Company
Missouri
$45.7K +$15.9K +175 +59%
FWM
1789
FSA Wealth Management
Massachusetts
$42K +$39.7K +437 New
IPW
1790
Impact Partnership Wealth
Georgia
$41.9K -$117K -1,290 -75%
M
1791
MOTCO
Texas
$41.5K -$17.8K -196 -31%
HCM
1792
Horrell Capital Management
Arkansas
$41K – – –
EC
1793
EdgeRock Capital
Colorado
$39.6K +$37.4K +411 New
CWM
1794
Compass Wealth Management
Connecticut
$38.8K – – –
CAM
1795
Creekmur Asset Management
Illinois
$38.6K +$36.2K +398 New
ME
1796
McIlrath & Eck
Washington
$38K – – –
APW
1797
Acima Private Wealth
Virginia
$35.7K – – –
TFM
1798
TFC Financial Management
Massachusetts
$33.9K +$2.37K +26 +8%
FCT
1799
First Community Trust
Iowa
$33.8K – – –
WAM
1800
WFA Asset Management
Wisconsin
$33.1K -$70.6K -776 -69%
70 71
72
73 74