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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
1826
Victory Financial Group
Texas
$309K +$45.1K +361 +18%
PP
1827
Patron Partners
Texas
$308K +$70K +560 +31%
CSA
1828
Cottage Street Advisors
Massachusetts
$308K +$875 +7 +0.3%
NHT
1829
New Hampshire Trust
New Hampshire
$308K +$15.1K +121 +5%
CFSG
1830
Clark Financial Services Group
Missouri
$307K +$14K +112 +5%
CM
1831
Cornerstone Management
Georgia
$307K +$375 +3 +0.1%
XWL
1832
XXI Wealth LLC
Illinois
$307K +$36.1K +289 +14%
WAM
1833
Weatherly Asset Management
California
$306K +$500 +4 +0.2%
FUBT
1834
First United Bank & Trust
Maryland
$305K – – –
BW
1835
Balance Wealth
Ohio
$304K +$26.1K +209 +10%
SWGC
1836
Summit Wealth Group (Colorado)
Colorado
$304K +$290K +2,318 New
GG
1837
Gleason Group
Kentucky
$303K +$2.38K +19 +0.8%
JTF
1838
J. Team Financial
Texas
$303K -$35.9K -287 -11%
CPA
1839
Cardiff Park Advisors
California
$303K +$290K +2,316 New
MFS
1840
Mirabella Financial Services
United Kingdom
$303K +$289K +2,313 New
MKC
1841
M. Kraus & Co
Vermont
$303K – – –
DOA
1842
D'Orazio & Associates
Virginia
$302K -$83.9K -671 -23%
PCA
1843
Pallas Capital Advisors
Massachusetts
$302K -$9.38K -75 -3%
HA
1844
Herold Advisors
New York
$302K +$288K +2,305 New
LWPC
1845
Legacy Wealth Partners (Colorado)
Colorado
$302K -$6.5K -52 -2%
PPG
1846
Peak Planning Group
Colorado
$302K -$8.25K -66 -3%
MAM
1847
Mainsail Asset Management
Alabama
$301K – – –
CSB
1848
City State Bank
Iowa
$300K – – –
WSA
1849
Warm Springs Advisors
California
$300K – – –
GIM
1850
Guardian Investment Management
California
$300K +$286K +2,289 New
72 73
74
75 76