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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1826
Forum Financial Management
Illinois
$222K +$233K +2,060 New
PCA
1827
Peddock Capital Advisors
Massachusetts
$222K +$19.8K +175 +9%
MFC
1828
Mechanics Financial Corp
Ohio
$222K – – –
AF
1829
Abound Financial
California
$221K +$233K +2,054 New
FFB
1830
First Financial Bankshares
Texas
$221K +$6.34K +56 +3%
CFP
1831
Curran Financial Partners
South Carolina
$221K +$232K +2,052 New
SWM
1832
Salvus Wealth Management
New Jersey
$221K +$3.4K +30 +1%
OL
1833
OneFund LLC
Florida
$220K +$1.93K +17 +0.8%
FA
1834
Fountainhead AM
New Jersey
$220K +$232K +2,046 New
CNTOF
1835
Canandaigua National Trust of Florida
New York
$220K -$9.06K -80 -4%
PPG
1836
Peak Planning Group
Colorado
$220K -$5.1K -45 -2%
AW
1837
Alteri Wealth
California
$220K +$231K +2,043 New
HBW
1838
Hazlett, Burt & Watson
West Virginia
$220K +$227 +2 +0.1%
FGWP
1839
Founders Grove Wealth Partners
Virginia
$220K +$231K +2,041 New
TWA
1840
TCI Wealth Advisors
Arizona
$220K -$793 -7 -0.3%
WBC
1841
West Branch Capital
Massachusetts
$219K – – –
VCM
1842
Virtue Capital Management
Tennessee
$219K -$19.3K -170 -8%
CWIG
1843
Chung Wu Investment Group
Texas
$217K +$229K +2,018 New
LWM
1844
Liberty Wealth Management
California
$217K +$15.6K +138 +7%
CWM
1845
CarsonAllaria Wealth Management
Illinois
$217K -$27.3K -241 -11%
PCM
1846
Penserra Capital Management
California
$216K +$222K +1,957 +3,106%
BBNA
1847
Bremer Bank National Association
Minnesota
$216K -$3.74K -33 -2%
WCA
1848
Westover Capital Advisors
Delaware
$215K -$11.3K -100 -5%
GCM
1849
Graver Capital Management
Ohio
$215K +$227K +2,000 New
LCWP
1850
Legacy Capital Wealth Partners
Arkansas
$215K -$6.91K -61 -3%
72 73
74
75 76