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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1801
Capital Planning Advisors
California
$258K -$826 -7 -0.3%
TWP
1802
Triad Wealth Partners
Kansas
$258K -$28.4K -241 -10%
JAA
1803
Joel Adams & Associates
North Carolina
$258K -$35.4K -300 -12%
LCWP
1804
Legacy Capital Wealth Partners
Arkansas
$258K +$8.61K +73 +3%
IPW
1805
Intergy Private Wealth
Colorado
$258K -$4.72K -40 -2%
KIM
1806
Kestra Investment Management
Texas
$257K +$257K +2,181 New
RBC
1807
Roble Belko & Company
Pennsylvania
$257K – – –
IC
1808
Inscription Capital
Texas
$256K +$256K +2,169 New
OF
1809
Optimize Financial
California
$256K -$1.65K -14 -0.6%
MPM
1810
MBB Public Markets
Illinois
$256K -$57.2K -485 -18%
FMTCOCP
1811
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K -$11.8K -100 -4%
TAM
1812
Tucker Asset Management
Colorado
$255K -$28.9K -245 -10%
AIM
1813
Alhambra Investment Management
Florida
$254K -$13.3K -113 -5%
OPPS
1814
Obsidian Personal Planning Solutions
Maryland
$254K – – –
AA
1815
Auxano Advisors
Washington
$254K +$3.54K +30 +1%
CCM
1816
Canal Capital Management
Virginia
$253K +$708 +6 +0.3%
HNB
1817
Hilltop National Bank
Wyoming
$252K +$252K +2,137 New
PIA
1818
Perennial Investment Advisors
California
$252K -$11.3K -96 -4%
DWM
1819
Darwin Wealth Management
Florida
$252K -$10K -85 -4%
EIM
1820
Essex Investment Management
Massachusetts
$250K – – –
EL
1821
EWA LLC
Pennsylvania
$250K +$30.1K +255 +14%
TFS
1822
Thoroughbred Financial Services
Tennessee
$250K -$474K -4,013 -65%
RWA
1823
Redhawk Wealth Advisors
Minnesota
$250K +$472 +4 +0.2%
WAG
1824
Winthrop Advisory Group
Massachusetts
$250K +$4.01K +34 +2%
FFC
1825
First Financial Corp
Indiana
$250K -$21.7K -184 -8%
71 72
73
74 75