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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1826
Hamilton Point Investment Advisors
North Carolina
$320K -$126 -1 -0%
SWA
1827
Strata Wealth Advisors
Texas
$319K +$16.9K +134 +6%
SPWG
1828
Syntegra Private Wealth Group
Missouri
$318K -$58K -460 -15%
RBWA
1829
RFG - Bristol Wealth Advisors
Massachusetts
$318K +$378 +3 +0.1%
GSWA
1830
Good Steward Wealth Advisors
Tennessee
$318K -$11.9K -94 -4%
SW
1831
Schulz Wealth
Texas
$317K +$316K +2,505 New
HIIFS
1832
Harel Insurance Investments & Financial Services
Israel
$317K -$145K -1,147 -31%
BCM
1833
Banyan Capital Management
Georgia
$316K – – –
FGWP
1834
Founders Grove Wealth Partners
Virginia
$315K +$1.77K +14 +0.6%
DAC
1835
Dutch Asset Corp
New York
$314K +$313K +2,480 New
RA
1836
Range Advisory
Virginia
$314K -$883 -7 -0.3%
CCA
1837
Clearwater Capital Advisors
Illinois
$314K +$44.1K +350 +16%
NFGCM
1838
Norman Fields Gottscho Capital Management
New York
$313K +$88.3K +700 +39%
NSAM
1839
North Star Asset Management
Wisconsin
$313K +$378 +3 +0.1%
CH
1840
Cromwell Holdings
Wyoming
$313K – – –
LWMNY
1841
Landmark Wealth Management (New York)
New York
$312K +$69.6K +552 +29%
HHCP
1842
Hilton Head Capital Partners
South Carolina
$312K -$4.04K -32 -1%
AA
1843
Apriem Advisors
California
$312K +$8.32K +66 +3%
WQ
1844
Wealth Quarterback
New Jersey
$312K -$25.2K -200 -8%
TAFW
1845
Tred Avon Family Wealth
Maryland
$312K +$37.8K +300 +14%
S
1846
Sunpointe
Missouri
$312K -$2.4K -19 -0.8%
BHCM
1847
Brevan Howard Capital Management
Jersey
$311K +$310K +2,460 New
KF
1848
Krilogy Financial
Missouri
$311K -$883 -7 -0.3%
TCM
1849
Traynor Capital Management
Pennsylvania
$311K -$21.7K -172 -7%
XWL
1850
XXI Wealth LLC
Illinois
$311K +$14.4K +114 +5%
72 73
74
75 76