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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1801
Riverbend Wealth Management
South Carolina
$325K +$13.2K +105 +4%
BWCS
1802
Beirne Wealth Consulting Services
Connecticut
$325K +$883 +7 +0.3%
TB
1803
Terril Brothers
Missouri
$325K – – –
LSA
1804
L & S Advisors
California
$324K -$10.5M -83,342 -97%
LCM
1805
Lazari Capital Management
California
$323K +$4.16K +33 +1%
SIC
1806
Sigma Investment Counselors
Michigan
$323K +$35.3K +280 +12%
VCAM
1807
Van Cleef Asset Management
Ohio
$323K +$37.8K +300 +13%
SDAM
1808
Shulman DeMeo Asset Management
New York
$322K +$505 +4 +0.2%
CG
1809
CFO4Life Group
Texas
$322K -$3.41K -27 -1%
5NPW
1810
55 North Private Wealth
Florida
$322K +$76.8K +609 +32%
PA
1811
PSI Advisors
Florida
$321K -$5.68K -45 -2%
HWM
1812
Howard Wealth Management
Connecticut
$321K +$12.7K +101 +4%
HPIA
1813
Hamilton Point Investment Advisors
North Carolina
$320K -$126 -1 -0%
SWA
1814
Strata Wealth Advisors
Texas
$319K +$16.9K +134 +6%
SPWG
1815
Syntegra Private Wealth Group
Missouri
$318K -$58K -460 -15%
RBWA
1816
RFG - Bristol Wealth Advisors
Massachusetts
$318K +$378 +3 +0.1%
GSWA
1817
Good Steward Wealth Advisors
Tennessee
$318K -$11.9K -94 -4%
HIIFS
1818
Harel Insurance Investments & Financial Services
Israel
$317K -$145K -1,147 -31%
BCM
1819
Banyan Capital Management
Georgia
$316K – – –
FGWP
1820
Founders Grove Wealth Partners
Virginia
$315K +$1.77K +14 +0.6%
DAC
1821
Dutch Asset Corp
New York
$314K +$313K +2,480 New
CCA
1822
Clearwater Capital Advisors
Illinois
$314K +$44.1K +350 +16%
NFGCM
1823
Norman Fields Gottscho Capital Management
New York
$313K +$88.3K +700 +39%
NSAM
1824
North Star Asset Management
Wisconsin
$313K +$378 +3 +0.1%
CH
1825
Cromwell Holdings
Wyoming
$313K – – –
71 72
73
74 75