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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
1801
M. Kraus & Co
Vermont
$276K – – –
FPWM
1802
FSB Premier Wealth Management
Iowa
$275K +$849 +7 +0.3%
PIA
1803
Perennial Investment Advisors
California
$275K +$10.6K +87 +4%
CIC
1804
Chilton Investment Company
Connecticut
$275K +$269K +2,219 New
CFSG
1805
Clark Financial Services Group
Missouri
$274K +$34.2K +282 +15%
TI
1806
tru Independence
Oregon
$273K +$22.3K +184 +9%
EL
1807
EWA LLC
Pennsylvania
$273K +$9.95K +82 +4%
MPCG
1808
Matrix Private Capital Group
New York
$272K – – –
JAA
1809
Joel Adams & Associates
North Carolina
$271K – – –
CPA
1810
Capital Planning Advisors
California
$270K -$728 -6 -0.3%
VFPW
1811
Vantage Financial Partners (Wisconsin)
Wisconsin
$270K -$9.83K -81 -4%
RBC
1812
Roble Belko & Company
Pennsylvania
$270K – – –
FMTCOCP
1813
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K – – –
OPPS
1814
Obsidian Personal Planning Solutions
Maryland
$268K – – –
AA
1815
Auxano Advisors
Washington
$266K +$364 +3 +0.1%
ST
1816
Smithfield Trust
Pennsylvania
$266K -$8.01K -66 -3%
DWM
1817
Darwin Wealth Management
Florida
$265K +$971 +8 +0.4%
HNB
1818
Hilltop National Bank
Wyoming
$264K – – –
SFM
1819
Signet Financial Management
New Jersey
$264K +$49.5K +408 +24%
RAG
1820
RIA Advisory Group
Iowa
$264K +$259K +2,135 New
EIA
1821
Edgemoor Investment Advisors
Maryland
$263K +$258K +2,126 New
EIM
1822
Essex Investment Management
Massachusetts
$263K – – –
DCM
1823
DGS Capital Management
New Jersey
$262K +$41.1K +339 +19%
OL
1824
OneFund LLC
Florida
$261K +$10.1K +83 +4%
ECM
1825
Eisler Capital Management
United Kingdom
$261K +$216K +1,776 +512%
71 72
73
74 75