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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
1851
Briaud Financial Planning
Texas
$17K +$16.6K +175 New
SA
1852
SRH Advisors
Kansas
$16.9K – – –
ACA
1853
American Capital Advisory
Idaho
$16.7K +$664 +7 +4%
FFO
1854
Fortitude Family Office
Arizona
$16.5K -$5.12K -54 -24%
BWP
1855
Baldwin Wealth Partners
Massachusetts
$16.4K -$160K -1,686 -91%
FP
1856
Financial Perspectives
Minnesota
$16.2K – – –
SRCM
1857
Signature Resources Capital Management
California
$16.1K – – –
SIC
1858
SJS Investment Consulting
Ohio
$16K -$2.09K -22 -12%
DFA
1859
DHJJ Financial Advisors
Illinois
$16K -$1.42K -15 -8%
UFF
1860
USA Financial Formulas
Michigan
$15.8K +$15.5K +163 New
OCM
1861
Orion Capital Management
California
$15.4K – – –
MCM
1862
MidAtlantic Capital Management
Virginia
$15K – – –
VFM
1863
Viking Fund Management
North Dakota
$14.5K – – –
T
1864
Tidemark
California
$14.3K +$14K +148 New
RAM
1865
Ramirez Asset Management
New York
$13.9K – – –
TFGT
1866
TS Financial Group (TSFG)
Illinois
$13K – – –
LFA
1867
Legend Financial Advisors
Pennsylvania
$12.9K -$12.6K -133 -50%
TWD
1868
True Wealth Design
Ohio
$12.7K -$4.93K -52 -28%
ETS
1869
ESL Trust Services
New York
$12.7K +$12.4K +131 New
TCG
1870
Transcendent Capital Group
Oklahoma
$12.6K – – –
HF
1871
Halpern Financial
Virginia
$11.8K -$8.73K -92 -43%
FIM
1872
FWL Investment Management
Texas
$11.6K +$11.4K +120 New
JWA
1873
JFS Wealth Advisors
Pennsylvania
$11.5K -$2.47K -26 -18%
MAM
1874
MMA Asset Management
Pennsylvania
$11K +$10.8K +114 New
CJL
1875
Cyrus J. Lawrence
New York
$11K +$11.5K +121 New
73 74
75
76 77