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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1851
OneFund LLC
Florida
$261K +$14.4K +118 +6%
NHT
1852
New Hampshire Trust
New Hampshire
$261K -$81.7K -669 -23%
CFSG
1853
Clark Financial Services Group
Missouri
$261K +$2.08K +17 +0.8%
CPA
1854
Capital Planning Advisors
California
$260K +$3.91K +32 +1%
SPWM
1855
Smith Partners Wealth Management
North Carolina
$259K +$270K +2,213 New
MPCG
1856
Matrix Private Capital Group
New York
$258K – – –
TSMHT
1857
Thurston Springer Miller Herd & Titak
Indiana
$258K +$267K +2,187 +21,870%
MEAC
1858
M.E. Allison & Co
Texas
$257K -$35.9K -294 -12%
VFPW
1859
Vantage Financial Partners (Wisconsin)
Wisconsin
$257K +$1.1K +9 +0.4%
JAA
1860
Joel Adams & Associates
North Carolina
$257K – – –
RBC
1861
Roble Belko & Company
Pennsylvania
$256K – – –
CIC
1862
Chilton Investment Company
Connecticut
$255K -$4.88K -40 -2%
BWM
1863
Blossom Wealth Management
California
$255K -$43.4K -355 -14%
FMTCOCP
1864
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$254K – – –
CCA
1865
Clearwater Capital Advisors
Illinois
$253K +$16.1K +132 +7%
RT
1866
Rockland Trust
Massachusetts
$253K +$264K +2,158 New
MFP
1867
Meramec Financial Planners
Missouri
$252K +$253K +2,072 New
AA
1868
Auxano Advisors
Washington
$252K -$366 -3 -0.1%
QIM
1869
Quest Investment Management
Oregon
$250K -$65.7K -538 -20%
SFM
1870
Signet Financial Management
New Jersey
$250K -$366 -3 -0.1%
RSWM
1871
Robertson Stephens Wealth Management
California
$249K +$39.3K +322 +18%
EIM
1872
Essex Investment Management
Massachusetts
$249K – – –
OF
1873
Optimize Financial
California
$248K +$3.42K +28 +1%
AIM
1874
Aigen Investment Management
New York
$248K -$980K -8,024 -79%
FWI
1875
Facet Wealth Inc
Maryland
$248K +$41.4K +339 +20%
73 74
75
76 77