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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
1801
Charter Research & Investment Group
Connecticut
$205K +$198K +1,781 New
MWM
1802
Mattern Wealth Management
Kansas
$205K +$198K +1,780 New
IWA
1803
IVC Wealth Advisors
Pennsylvania
$205K +$197K +1,774 New
TSMHT
1804
Thurston Springer Miller Herd & Titak
Indiana
$204K +$34.9K +314 +22%
Alpha Cubed Investments
1805
Alpha Cubed Investments
California
$203K -$147K -1,325 -43%
CWM
1806
Chesapeake Wealth Management
Virginia
$203K +$196K +1,763 New
PWPS
1807
Pinnacle Wealth Planning Services
Ohio
$203K +$196K +1,762 New
Acadian Asset Management
1808
Acadian Asset Management
Massachusetts
$203K -$2.68M -24,057 -93%
BWM
1809
BCS Wealth Management
Tennessee
$203K +$196K +1,758 New
MIM
1810
Moseley Investment Management
Florida
$202K +$195K +1,755 New
PBF
1811
Petix & Botte Financial
California
$202K +$195K +1,752 New
SL
1812
Sentry LLC
Tennessee
$201K +$194K +1,744 New
1IA
1813
1834 Investment Advisors
Wisconsin
$201K -$63.8K -573 -25%
BFA
1814
Beaumont Financial Advisors
Massachusetts
$200K +$194K +1,739 New
OSNBOA
1815
Old Second National Bank of Aurora
Illinois
$200K – – –
RB
1816
Renasant Bank
Mississippi
$200K -$68.2K -613 -26%
HIA
1817
Harbor Investment Advisory
Maryland
$200K -$779 -7 -0.4%
EWP
1818
Elevation Wealth Partners
California
$197K – – –
FFO
1819
Fortitude Family Office
Arizona
$192K +$153K +1,379 +476%
Allianz
1820
Allianz
Germany
$192K – – –
GJIA
1821
Glass Jacobson Investment Advisors
Maryland
$192K – – –
BC
1822
Barrett & Company
Rhode Island
$190K +$111 +1 +0.1%
WWP
1823
WR Wealth Planners
Missouri
$190K +$10.4K +93 +6%
FUBT
1824
First United Bank & Trust
Maryland
$190K -$2.23K -20 -1%
SIS
1825
Sound Income Strategies
Florida
$184K -$12.4K -111 -7%