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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1801
AlTi Global
New York
$232K +$2.27K +20 +0.9%
ITIM
1802
Indiana Trust & Investment Management
Indiana
$231K – – –
MWM
1803
Manske Wealth Management
Texas
$231K +$243K +2,146 New
SI
1804
Severin Investments
Missouri
$230K +$241K +2,130 New
EIM
1805
Essex Investment Management
Massachusetts
$229K – – –
NWMG
1806
Nicholson Wealth Management Group
South Carolina
$229K – – –
IPW
1807
Intergy Private Wealth
Colorado
$228K +$10.9K +96 +5%
RWM
1808
Revisor Wealth Management
Ohio
$228K -$197K -1,740 -46%
DWM
1809
Drive Wealth Management
Utah
$227K +$239K +2,106 New
HCA
1810
Horan Capital Advisors
Ohio
$227K – – –
TWP
1811
Triad Wealth Partners
Kansas
$227K +$238K +2,103 New
PIA
1812
Perennial Investment Advisors
California
$227K +$30K +265 +14%
LAM
1813
Longboard Asset Management
Arizona
$226K +$238K +2,101 New
RWA
1814
Redhawk Wealth Advisors
Minnesota
$226K +$1.81K +16 +0.8%
WAG
1815
Winthrop Advisory Group
Massachusetts
$226K +$1.02K +9 +0.4%
MAWA
1816
Moss Adams Wealth Advisors
Washington
$226K +$32.9K +290 +16%
AA
1817
Auxano Advisors
Washington
$226K +$6.46K +57 +3%
WAM
1818
WealthTrust Asset Management
Florida
$225K +$1.02K +9 +0.4%
BF
1819
bLong Financial
Tennessee
$225K +$236K +2,084 New
NB
1820
Nicolet Bankshares
Wisconsin
$224K -$20.1K -177 -8%
GHA
1821
GW Henssler & Associates
Georgia
$223K – – –
SA
1822
Shilanski & Associates
Alaska
$223K +$1.02K +9 +0.4%
SRC
1823
Stone Run Capital
New York
$223K – – –
ODG
1824
O'Dell Group
Ohio
$223K +$7.02K +62 +3%
AFM
1825
Armstrong Fleming & Moore
District of Columbia
$222K +$19.6K +173 +9%
71 72
73
74 75