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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1776
Addison Advisors
Vermont
$104K – – –
ATC
1777
Advantage Trust Company
Kansas
$103K – – –
PSB
1778
Piscataqua Savings Bank
New Hampshire
$103K – – –
BAM
1779
Byrne Asset Management
New Jersey
$102K – – –
MFC
1780
Mechanics Financial Corp
Ohio
$100K – – –
BCP
1781
Blue Chip Partners
Michigan
$100K +$100K +1,000 New
OP
1782
ORG Partners
Indiana
$99K +$76.5K +765 +334%
PGAM
1783
Princeton Global Asset Management
New Jersey
$97.4K +$41.2K +412 +74%
MTIC
1784
Missouri Trust & Investment Company
Missouri
$97.3K – – –
KA
1785
Kozak & Associates
Colorado
$90.1K +$900 +9 +1%
PPA
1786
Painted Porch Advisors
California
$86.7K +$86.5K +865 New
CPBTD
1787
Central Pacific Bank - Trust Division
Hawaii
$83.5K – – –
TFA
1788
Transamerica Financial Advisors
Florida
$83K – – –
CAL
1789
Capital Advisors Ltd
Ohio
$82K -$4.7K -47 -5%
TCM
1790
TruNorth Capital Management
Michigan
$81.8K +$81.6K +816 New
LI
1791
Louisbourg Investments
New Brunswick, Canada
$80.2K – – –
CB
1792
Chris Bulman
California
$79.7K +$79.5K +795 New
CTWM
1793
Cherry Tree Wealth Management
Minnesota
$76.5K -$28.7K -287 -27%
MFT
1794
Moisand Fitzgerald Tamayo
Florida
$76.5K – – –
LTI
1795
Laffer Tengler Investments
Tennessee
$75.8K – – –
GWP
1796
Gen-Wealth Partners
Michigan
$75.2K -$109K -1,090 -59%
CSWM
1797
Cassady Schiller Wealth Management
Ohio
$74K -$5.6K -56 -7%
AWM
1798
Atticus Wealth Management
Florida
$72.3K -$27.2K -272 -27%
LIA
1799
Luken Investment Analytics
Tennessee
$72.3K – – –
AEPWM
1800
Atlantic Edge Private Wealth Management
Florida
$71.9K +$5K +50 +7%
70 71
72
73 74