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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
CarsonAllaria Wealth Management
Illinois
$250K -$485 -4 -0.2%
CCM
1852
Canal Capital Management
Virginia
$250K -$14.9K -123 -6%
PWA
1853
Physician Wealth Advisors
Utah
$250K +$72.4K +597 +42%
GF
1854
Gries Financial
Ohio
$250K +$18K +148 +8%
CWIG
1855
Chung Wu Investment Group
Texas
$250K – – –
PP
1856
Patron Partners
Texas
$250K – – –
LSIA
1857
LaSalle St. Investment Advisors
Illinois
$249K -$849 -7 -0.3%
OFG
1858
Oxford Financial Group
Indiana
$249K +$244K +2,010 New
TFG
1859
Taylor Financial Group
Virginia
$249K -$1.21K -10 -0.5%
ST
1860
Sentinel Trust
Texas
$248K – – –
MAM
1861
McLean Asset Management
Virginia
$248K -$54.5K -449 -18%
GCM
1862
Graver Capital Management
Ohio
$248K – – –
WCA
1863
Westover Capital Advisors
Delaware
$248K – – –
GA
1864
Goldstein Advisors
Wisconsin
$248K +$6.8K +56 +3%
VHAM
1865
Van Hulzen Asset Management
California
$247K -$3.4K -28 -1%
FGWP
1866
Founders Grove Wealth Partners
Virginia
$247K +$16.5K +136 +7%
ONB
1867
Old National Bancorp
Indiana
$247K – – –
LKIM
1868
Lawson Kroeker Investment Management
Nebraska
$246K – – –
TAFW
1869
Tred Avon Family Wealth
Maryland
$246K +$241K +1,990 New
AFW
1870
Atlantic Family Wealth
Florida
$246K -$2.43K -20 -1%
BMC
1871
Benin Management Corp
Connecticut
$246K +$14.1K +116 +6%
TWP
1872
Tower Wealth Partners
Pennsylvania
$245K -$3.88K -32 -2%
SIS
1873
Strategic Investment Solutions
Illinois
$245K +$971 +8 +0.4%
AFM
1874
Armstrong Fleming & Moore
District of Columbia
$245K – – –
CFSG
1875
Community Financial Services Group
Vermont
$245K -$40.2K -331 -14%
73 74
75
76 77