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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1801
Sentry Investment Management
Wisconsin
$280K – – –
PCA
1802
Pallas Capital Advisors
Massachusetts
$279K -$33.3K -273 -10%
BIG
1803
Brookwood Investment Group
Arizona
$279K +$291K +2,380 New
FFB
1804
First Financial Bankshares
Texas
$279K – – –
TCWM
1805
Total Clarity Wealth Management
Illinois
$278K -$5.74K -47 -2%
MFS
1806
Miller Financial Services
Michigan
$278K +$244 +2 +0.1%
OPTFSNA
1807
Old Point Trust & Financial Services N A
Virginia
$278K +$60.2K +493 +26%
PPG
1808
Peak Planning Group
Colorado
$278K -$12.7K -104 -4%
WFA
1809
Wellspring Financial Advisors
Ohio
$277K +$37.1K +304 +15%
CG
1810
Curat Global
New Hampshire
$277K +$366 +3 +0.1%
LWPC
1811
Legacy Wealth Partners (Colorado)
Colorado
$276K +$288K +2,357 New
LGWM
1812
Litman Gregory Wealth Management
California
$276K – – –
SWM
1813
Sandro Wealth Management
New Jersey
$275K +$286K +2,344 New
CSA
1814
Cottage Street Advisors
Massachusetts
$275K +$1.22K +10 +0.4%
CM
1815
Cornerstone Management
Georgia
$275K +$366 +3 +0.1%
FRA
1816
Front Row Advisors
California
$275K – – –
VA
1817
Veratis Advisors
North Carolina
$274K +$264K +2,159 New
KWM
1818
KFG Wealth Management
Indiana
$274K +$611 +5 +0.2%
WAM
1819
Weatherly Asset Management
California
$274K +$733 +6 +0.3%
ACA
1820
Arsenal Capital Advisors
Pennsylvania
$273K +$284K +2,329 New
FUBT
1821
First United Bank & Trust
Maryland
$273K – – –
LCWP
1822
Legacy Capital Wealth Partners
Arkansas
$272K -$12.5K -102 -4%
GCP
1823
GSA Capital Partners
United Kingdom
$272K +$67.2K +550 +31%
IPW
1824
Intergy Private Wealth
Colorado
$272K -$24.3K -199 -8%
PPWM
1825
Premier Private Wealth Management
Florida
$271K +$277K +2,270 New
71 72
73
74 75