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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1826
GeoWealth Management
Illinois
$241K -$32.9K -289 -13%
WBC
1827
West Branch Capital
Massachusetts
$241K -$6.38K -56 -3%
APW
1828
Aventura Private Wealth
Florida
$241K +$1.6K +14 +0.7%
SIS
1829
Strategic Investment Solutions
Illinois
$240K +$4.1K +36 +2%
PWM
1830
Provident Wealth Management
Tennessee
$239K – – –
DWM
1831
Darwin Wealth Management
Florida
$239K – – –
MF
1832
Meridian Financial
Massachusetts
$239K – – –
PIM
1833
Plato Investment Management
Australia
$239K – – –
RRCM
1834
Rappaport Reiches Capital Management
Illinois
$238K +$223K +1,953 New
TI
1835
tru Independence
Oregon
$238K +$2.28K +20 +1%
HBW
1836
Hazlett, Burt & Watson
West Virginia
$238K -$8.32K -73 -4%
PVI
1837
Pine Valley Investments
New Jersey
$237K +$4.67K +41 +2%
SHFP
1838
Second Half Financial Partners
Florida
$237K -$3.42K -30 -2%
PMSA
1839
Patrick M. Sweeney & Associates
Illinois
$236K +$114 +1 +0.1%
AG
1840
AlTi Global
New York
$236K -$24.3K -213 -10%
LWM
1841
Liberty Wealth Management
California
$236K -$9.46K -83 -4%
GP
1842
Greenline Partners
New York
$235K +$3.19K +28 +1%
BMCM
1843
Bryn Mawr Capital Management
Pennsylvania
$235K +$220K +1,927 New
GA
1844
Goldstein Advisors
Wisconsin
$235K +$220K +1,927 New
EHWM
1845
Eads & Heald Wealth Management
Georgia
$235K – – –
WAC
1846
William Allan Corp
Colorado
$233K +$218K +1,910 New
HIA
1847
Harbor Investment Advisory
Maryland
$233K +$20.1K +176 +10%
CAM
1848
Cypress Asset Management
Texas
$233K -$30.4K -267 -12%
KCAM
1849
Kagan Cocozza Asset Management
New Jersey
$233K -$6.84K -60 -3%
SIS
1850
Sound Income Strategies
Florida
$233K +$43.8K +384 +25%
72 73
74
75 76