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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1801
Shilanski & Associates
Alaska
$251K -$1.82K -16 -0.8%
FFB
1802
First Financial Bankshares
Texas
$250K – – –
LBA
1803
Letko, Brosseau & Associates
Quebec, Canada
$250K -$234K -2,050 -50%
OL
1804
OneFund LLC
Florida
$250K +$228 +2 +0.1%
GAA
1805
Global Assets Advisory
Florida
$249K +$244K +2,138 New
FGWP
1806
Founders Grove Wealth Partners
Virginia
$249K – – –
SFO
1807
Stokes Family Office
Louisiana
$249K -$31.1K -273 -12%
OPTFSNA
1808
Old Point Trust & Financial Services N A
Virginia
$248K +$108K +948 +88%
CWM
1809
CarsonAllaria Wealth Management
Illinois
$247K +$1.37K +12 +0.6%
TFG
1810
Taylor Financial Group
Virginia
$246K +$230K +2,019 New
CWIG
1811
Chung Wu Investment Group
Texas
$246K – – –
CP
1812
Castleview Partners
Texas
$246K -$15.7K -138 -6%
AFW
1813
Atlantic Family Wealth
Florida
$246K +$14.1K +124 +7%
MCCA
1814
Mill Creek Capital Advisors
Pennsylvania
$245K +$229K +2,007 New
SWP
1815
Semus Wealth Partners
Florida
$244K +$1.82K +16 +0.8%
PJWM
1816
Philip James Wealth Mangement
Georgia
$244K -$20.3K -178 -8%
BBNA
1817
Bremer Bank National Association
Minnesota
$244K – – –
GCM
1818
Graver Capital Management
Ohio
$244K – – –
WCA
1819
Westover Capital Advisors
Delaware
$244K – – –
LKIM
1820
Lawson Kroeker Investment Management
Nebraska
$243K – – –
LCM
1821
Liberty Capital Management
Michigan
$243K +$227K +1,991 New
UWP
1822
Uniting Wealth Partners
Kansas
$242K +$456 +4 +0.2%
SWA
1823
SFMG Wealth Advisors
Texas
$242K +$1.82K +16 +0.8%
VHAM
1824
Van Hulzen Asset Management
California
$242K -$228 -2 -0.1%
COCM
1825
Charter Oak Capital Management
New Hampshire
$242K +$2.05K +18 +0.9%
71 72
73
74 75