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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1776
Banyan Capital Management
Georgia
$292K -$15.3K -125 -5%
VAG
1777
VisionPoint Advisory Group
Texas
$292K +$9.77K +80 +3%
LRPA
1778
L. Roy Papp & Associates
Arizona
$292K – – –
GD
1779
Grandfield & Dodd
New York
$291K – – –
EPW
1780
Evolve Private Wealth
California
$290K +$302K +2,473 New
NSAM
1781
North Star Asset Management
Wisconsin
$289K +$244 +2 +0.1%
CH
1782
Cromwell Holdings
Wyoming
$289K – – –
TWM
1783
Tradition Wealth Management
Minnesota
$289K +$3.42K +28 +1%
SPF
1784
South Plains Financial
Texas
$289K +$6.11K +50 +2%
AWA
1785
AmeriServ Wealth Advisors
Pennsylvania
$288K -$47.9K -392 -14%
FLFS
1786
Family Legacy Financial Solutions
North Carolina
$288K -$5.62K -46 -2%
FFWA
1787
FRG Family Wealth Advisors
Washington
$287K – – –
KCP
1788
Kera Capital Partners
California
$286K +$288K +2,355 New
HWM
1789
Howard Wealth Management
Connecticut
$284K +$1.22K +10 +0.4%
RC
1790
Rexford Capital
Texas
$284K +$855 +7 +0.3%
GT
1791
GreatBanc Trust
Illinois
$284K -$25K -205 -8%
RWI
1792
Red Wave Investments
Pennsylvania
$284K – – –
RCWM
1793
Royal Capital Wealth Management
Indiana
$283K -$18.6K -152 -6%
CAM
1794
Cozad Asset Management
Illinois
$283K – – –
EFSCE
1795
Enterprise Financial Services Corp (EFSC)
Missouri
$283K -$72K -590 -20%
AA
1796
Apriem Advisors
California
$281K -$1.95K -16 -0.7%
KIA
1797
Kraematon Investment Advisors
Massachusetts
$281K +$2.08K +17 +0.7%
OCBCO
1798
Oversea-Chinese Banking Corp (OCBC)
Singapore
$281K +$293K +2,399 New
SEP
1799
Signature Equity Partners
Ohio
$280K +$292K +2,390 New
VCM
1800
Versant Capital Management
Arizona
$280K -$18.4K -151 -6%
70 71
72
73 74