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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1776
Scotia Capital
Ontario, Canada
$213K +$205K +1,844 New
SWM
1777
Sugarloaf Wealth Management
Georgia
$213K -$3.78K -34 -2%
SC
1778
Stephens Consulting
Michigan
$212K -$3.12K -28 -1%
PIA
1779
Perennial Investment Advisors
California
$212K +$205K +1,838 New
CPP
1780
Capasso Planning Partners
South Carolina
$212K -$27.5K -247 -12%
TP
1781
Tranquility Partners
Tennessee
$211K +$204K +1,833 New
AA
1782
Aufman Associates
Pennsylvania
$211K +$203K +1,828 New
PMSA
1783
Patrick M. Sweeney & Associates
Illinois
$211K +$203K +1,827 New
CST
1784
Charles Schwab Trust
Nevada
$210K -$26.3K -236 -11%
KIM
1785
Kestra Investment Management
Texas
$210K +$202K +1,819 New
1WA
1786
180 Wealth Advisors
Washington
$209K +$202K +1,816 New
JPMIA
1787
J.P. Marvel Investment Advisors
Massachusetts
$209K +$202K +1,811 New
TCM
1788
Tradewinds Capital Management
Washington
$209K – – –
BOM
1789
Bank of Marin
California
$209K +$201K +1,809 New
MAWA
1790
Moss Adams Wealth Advisors
Washington
$208K +$201K +1,805 New
VBCG
1791
Valley Brook Capital Group
Pennsylvania
$208K +$201K +1,804 New
BONST
1792
Bank of Nova Scotia Trust
Ontario, Canada
$208K +$200K +1,800 New
RRCM
1793
Rappaport Reiches Capital Management
Illinois
$207K +$200K +1,794 New
CP
1794
Covenant Partners
Tennessee
$207K +$199K +1,792 New
SCI
1795
Silver Coast Investments
United States
$206K +$199K +1,785 New
SIAG
1796
Safeguard Investment Advisory Group
California
$206K +$199K +1,784 New
CRIG
1797
Charter Research & Investment Group
Connecticut
$205K +$198K +1,781 New
MWM
1798
Mattern Wealth Management
Kansas
$205K +$198K +1,780 New
IWA
1799
IVC Wealth Advisors
Pennsylvania
$205K +$197K +1,774 New
TSMHT
1800
Thurston Springer Miller Herd & Titak
Indiana
$204K +$34.9K +314 +22%
70 71
72
73 74