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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1776
Sivia Capital Partners
California
$243K +$9.29K +82 +4%
MPCG
1777
Matrix Private Capital Group
New York
$242K – – –
OPPS
1778
Obsidian Personal Planning Solutions
Maryland
$241K – – –
SWM
1779
Shepherd Wealth Management
Ohio
$240K +$253K +2,230 New
MKC
1780
M. Kraus & Co
Vermont
$240K – – –
BRG
1781
Bay Rivers Group
Virginia
$240K – – –
HNB
1782
Hilltop National Bank
Wyoming
$239K -$13.4K -118 -5%
CSB
1783
City State Bank
Iowa
$239K +$30.1K +266 +14%
DWM
1784
Darwin Wealth Management
Florida
$239K -$164K -1,444 -39%
AIA
1785
Alternative Investment Advisors
Florida
$238K +$2.61K +23 +1%
LA
1786
Legacy Advisors
Pennsylvania
$238K -$556K -4,909 -69%
TIM
1787
Thor Investment Management
Ohio
$237K – – –
SAM
1788
Secure Asset Management
Michigan
$236K +$248K +2,191 New
CAM
1789
Cozad Asset Management
Illinois
$236K – – –
CPA
1790
Capital Planning Advisors
California
$235K +$2.83K +25 +1%
PJWM
1791
Philip James Wealth Mangement
Georgia
$235K +$227 +2 +0.1%
RBC
1792
Roble Belko & Company
Pennsylvania
$235K – – –
AIM
1793
Alhambra Investment Management
Florida
$235K +$25K +221 +11%
CAM
1794
Cypress Asset Management
Texas
$234K +$8.5K +75 +4%
SCA
1795
Sulzberger Capital Advisors
Florida
$234K +$246K +2,170 New
TSMHT
1796
Thurston Springer Miller Herd & Titak
Indiana
$233K +$45.3K +400 +23%
OWA
1797
Opal Wealth Advisors
New York
$233K -$9.18K -81 -4%
FW
1798
FullCircle Wealth
Texas
$233K -$2.15K -19 -0.9%
PIA
1799
Pinion Investment Advisors
Kansas
$233K -$9.06K -80 -4%
CP
1800
Castleview Partners
Texas
$232K +$23.8K +210 +11%
70 71
72
73 74