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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1776
LifePlan Investment Advisors
North Carolina
$331K +$78.5K +628 +33%
TWM
1777
Tradition Wealth Management
Minnesota
$331K +$7.5K +60 +2%
PIS
1778
POM Investment Strategies
North Carolina
$330K +$297K +2,373 +1,582%
RF
1779
Rossby Financial
Florida
$330K +$145K +1,156 +85%
MSFP
1780
Mark Sheptoff Financial Planning
Connecticut
$330K -$12.6K -101 -4%
LCM
1781
Lazari Capital Management
California
$330K +$250 +2 +0.1%
BC
1782
Burney Company
Virginia
$329K -$375 -3 -0.1%
RBWA
1783
RFG - Bristol Wealth Advisors
Massachusetts
$328K -$3K -24 -0.9%
FWI
1784
Facet Wealth Inc
Maryland
$328K +$55.4K +443 +21%
PAM
1785
Paradigm Asset Management
New York
$327K – – –
HHCP
1786
Hilton Head Capital Partners
South Carolina
$327K -$2K -16 -0.6%
TCM
1787
Tuttle Capital Management
Connecticut
$327K +$312K +2,496 New
CL
1788
CPWA LLC
Oregon
$327K +$327K +2,615 New
BCM
1789
Banyan Capital Management
Georgia
$326K – – –
CCM
1790
Charter Capital Management
Wisconsin
$326K +$312K +2,493 New
ACA
1791
Arsenal Capital Advisors
Pennsylvania
$326K +$20.1K +161 +7%
CPWL
1792
Coquina Private Wealth LLC
Florida
$326K -$21.8K -174 -7%
GD
1793
Grandfield & Dodd
New York
$325K – – –
S
1794
Sunpointe
Missouri
$325K -$3.88K -31 -1%
FNA
1795
First National Advisers
Nebraska
$324K -$352K -2,817 -53%
FGWP
1796
Founders Grove Wealth Partners
Virginia
$324K +$48.3K +386 +19%
NSAM
1797
North Star Asset Management
Wisconsin
$324K +$250 +2 +0.1%
EIP
1798
Ellis Investment Partners
Pennsylvania
$323K -$35.5K -284 -10%
CH
1799
Cromwell Holdings
Wyoming
$323K – – –
BCG
1800
BayBridge Capital Group
California
$323K – – –
70 71
72
73 74