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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1851
Pinnacle Wealth Planning Services
Ohio
$238K +$238K +2,017 New
LSIA
1852
LaSalle St. Investment Advisors
Illinois
$238K +$20.5K +174 +9%
TWP
1853
Tower Wealth Partners
Pennsylvania
$238K +$20.1K +170 +9%
FS
1854
Ferguson Shapiro
Georgia
$238K +$238K +2,015 New
PJWM
1855
Philip James Wealth Mangement
Georgia
$237K +$944 +8 +0.4%
JFGIW
1856
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K -$729K -6,178 -75%
AFW
1857
Atlantic Family Wealth
Florida
$237K -$708 -6 -0.3%
ST
1858
Sentinel Trust
Texas
$237K +$237K +2,006 New
GCM
1859
Graver Capital Management
Ohio
$236K – – –
WCA
1860
Westover Capital Advisors
Delaware
$236K – – –
ONB
1861
Old National Bancorp
Indiana
$235K +$235K +1,993 New
LKIM
1862
Lawson Kroeker Investment Management
Nebraska
$235K – – –
UWP
1863
Uniting Wealth Partners
Kansas
$234K +$354 +3 +0.2%
XT
1864
XTX Topco
Cayman Islands
$234K +$234K +1,983 New
CPC
1865
Consolidated Planning Corp
Georgia
$234K -$47.9K -406 -17%
AFM
1866
Armstrong Fleming & Moore
District of Columbia
$234K +$234K +1,981 New
SIS
1867
Strategic Investment Solutions
Illinois
$233K +$826 +7 +0.4%
SA
1868
Sovran Advisors
California
$232K +$28.3K +240 +14%
MWM
1869
MGB Wealth Management
Texas
$231K +$231K +1,961 New
PWM
1870
Provident Wealth Management
Tennessee
$231K – – –
MF
1871
Meridian Financial
Massachusetts
$231K – – –
TI
1872
Truepoint Inc
Ohio
$231K +$231K +1,956 New
NC
1873
NBW Capital
Massachusetts
$231K +$18.1K +153 +8%
EFM
1874
E Fund Management
China
$231K -$58.5K -496 -20%
WPC
1875
White Pine Capital
Minnesota
$231K +$231K +1,954 New
73 74
75
76 77