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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KSB
1851
Kennebec Savings Bank
Maine
$298K +$500 +4 +0.2%
OPTFSNA
1852
Old Point Trust & Financial Services N A
Virginia
$298K -$12.4K -99 -4%
BAM
1853
Berkshire Asset Management
Pennsylvania
$298K -$51.8K -414 -15%
GWMR
1854
GC Wealth Management RIA
Massachusetts
$297K -$141K -1,130 -33%
KI
1855
KTF Investments
California
$297K – – –
SIC
1856
Sigma Investment Counselors
Michigan
$297K -$375 -3 -0.1%
SIA
1857
Sovereign Investment Advisors
Arizona
$297K +$284K +2,268 New
CCT
1858
Capital City Trust
Florida
$297K +$55K +440 +24%
RSWM
1859
Robertson Stephens Wealth Management
California
$295K +$15.8K +126 +6%
CBT
1860
Central Bank & Trust
Kentucky
$295K – – –
VCAM
1861
Van Cleef Asset Management
Ohio
$294K – – –
BWA
1862
Basecamp Wealth Advisors
Washington
$294K -$500 -4 -0.2%
SFO
1863
Stokes Family Office
Louisiana
$294K -$42.4K -339 -13%
MWM
1864
Manske Wealth Management
Texas
$294K +$125 +1 +0%
WAG
1865
Winthrop Advisory Group
Massachusetts
$294K -$59.4K -475 -17%
RFA
1866
Reyes Financial Architecture
California
$293K +$37.8K +302 +16%
ASCM
1867
Adkins Seale Capital Management
Louisiana
$293K – – –
MA
1868
MKT Advisors
California
$293K -$94.6K -757 -25%
CC
1869
Cultivar Capital
Texas
$293K – – –
SB
1870
Sunflower Bank
Texas
$292K -$2.13K -17 -0.8%
CPA
1871
Capital Planning Advisors
California
$292K +$1.88K +15 +0.7%
CAAS
1872
Capital Asset Advisory Services
Michigan
$292K -$124K -988 -30%
OFO
1873
OneAscent Family Office
Alabama
$291K +$277K +2,219 New
GA
1874
Goldstein Advisors
Wisconsin
$290K +$19.4K +155 +8%
LCM
1875
Laurion Capital Management
New York
$289K +$276K +2,209 New
73 74
75
76 77