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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1876
City State Bank
Iowa
$290K – – –
WSA
1877
Warm Springs Advisors
California
$290K – – –
PPWM
1878
Premier Private Wealth Management
Florida
$290K +$27.6K +219 +11%
KIM
1879
Kestra Investment Management
Texas
$290K +$289K +2,288 New
RT
1880
Rockland Trust
Massachusetts
$288K +$13K +103 +5%
KI
1881
KTF Investments
California
$287K – – –
SIA
1882
Sovereign Investment Advisors
Arizona
$287K – – –
MWP
1883
Meriwether Wealth & Planning
Louisiana
$287K -$55.4K -439 -16%
CCT
1884
Capital City Trust
Florida
$287K – – –
HA
1885
HFG Advisors
Ohio
$287K +$286K +2,264 New
TWP
1886
Tower Wealth Partners
Pennsylvania
$286K +$44.1K +350 +18%
SI
1887
Severin Investments
Missouri
$286K +$16.5K +131 +6%
CC
1888
Cultivar Capital
Texas
$286K +$2.9K +23 +1%
PCIG
1889
Partners Capital Investment Group
Massachusetts
$285K +$284K +2,254 New
CBT
1890
Central Bank & Trust
Kentucky
$285K – – –
RSWM
1891
Robertson Stephens Wealth Management
California
$285K -$126 -1 -0%
LIA
1892
LSP Investment Advisors
New York
$285K -$102K -810 -26%
MWM
1893
Manske Wealth Management
Texas
$284K +$126 +1 +0%
BWA
1894
Basecamp Wealth Advisors
Washington
$284K -$505 -4 -0.2%
KSB
1895
Kennebec Savings Bank
Maine
$283K -$5.05K -40 -2%
SB
1896
Sunflower Bank
Texas
$283K +$883 +7 +0.3%
KA
1897
Klingman & Associates
New York
$283K +$6.69K +53 +2%
ASCM
1898
Adkins Seale Capital Management
Louisiana
$283K – – –
I
1899
InceptionR
California
$283K +$282K +2,234 New
BAM
1900
Berkshire Asset Management
Pennsylvania
$282K -$5.93K -47 -2%
74 75
76
77 78