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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1851
Cambient Family Office
Michigan
$305K -$6.05K -48 -2%
CPWL
1852
Coquina Private Wealth LLC
Florida
$305K -$9.96K -79 -3%
CA
1853
COFG Advisors
Illinois
$304K -$5.93K -47 -2%
JTF
1854
J. Team Financial
Texas
$302K +$8.96K +71 +3%
MFS
1855
Miller Financial Services
Michigan
$301K +$252 +2 +0.1%
MWP
1856
Madison Wealth Partners
Wisconsin
$301K +$300K +2,378 New
HA
1857
Herold Advisors
New York
$301K +$8.58K +68 +3%
SIC
1858
Sterling Investment Counsel
New York
$301K -$137K -1,086 -31%
FUBT
1859
First United Bank & Trust
Maryland
$301K +$6.05K +48 +2%
RIA
1860
Richwood Investment Advisors
Ohio
$301K +$75.7K +600 +34%
DOA
1861
D'Orazio & Associates
Virginia
$300K +$7.95K +63 +3%
CG
1862
Curat Global
New Hampshire
$299K -$87.9K -697 -29%
EFSCE
1863
Enterprise Financial Services Corp (EFSC)
Missouri
$299K -$26K -206 -8%
LAS
1864
Lloyd Advisory Services
Georgia
$299K +$287K +2,276 +2,710%
YIA
1865
YHB Investment Advisors
Connecticut
$298K +$297K +2,357 New
PWA
1866
Phoenix Wealth Advisors
North Carolina
$296K +$41.1K +326 +16%
WAM
1867
Weatherly Asset Management
California
$296K – – –
GG
1868
Gleason Group
Kentucky
$296K +$2.4K +19 +0.8%
TCWM
1869
Total Clarity Wealth Management
Illinois
$295K -$7.57K -60 -3%
LWPC
1870
Legacy Wealth Partners (Colorado)
Colorado
$295K +$3.03K +24 +1%
ACA
1871
Arsenal Capital Advisors
Pennsylvania
$294K -$20.8K -165 -7%
HFP
1872
Holistic Financial Partners
Indiana
$294K -$135K -1,074 -32%
CWG
1873
Crown Wealth Group
North Carolina
$294K +$30.1K +239 +11%
MKC
1874
M. Kraus & Co
Vermont
$293K – – –
BCM
1875
Bluefin Capital Management
New York
$291K +$290K +2,300 New
73 74
75
76 77