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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1876
D'Orazio & Associates
Virginia
$300K +$7.95K +63 +3%
CG
1877
Curat Global
New Hampshire
$299K -$87.9K -697 -29%
EFSCE
1878
Enterprise Financial Services Corp (EFSC)
Missouri
$299K -$26K -206 -8%
LAS
1879
Lloyd Advisory Services
Georgia
$299K +$287K +2,276 +2,710%
YIA
1880
YHB Investment Advisors
Connecticut
$298K +$297K +2,357 New
PWA
1881
Phoenix Wealth Advisors
North Carolina
$296K +$41.1K +326 +16%
WAM
1882
Weatherly Asset Management
California
$296K – – –
GG
1883
Gleason Group
Kentucky
$296K +$2.4K +19 +0.8%
TCWM
1884
Total Clarity Wealth Management
Illinois
$295K -$7.57K -60 -3%
LWPC
1885
Legacy Wealth Partners (Colorado)
Colorado
$295K +$3.03K +24 +1%
ACA
1886
Arsenal Capital Advisors
Pennsylvania
$294K -$20.8K -165 -7%
HFP
1887
Holistic Financial Partners
Indiana
$294K -$135K -1,074 -32%
CWG
1888
Crown Wealth Group
North Carolina
$294K +$30.1K +239 +11%
MKC
1889
M. Kraus & Co
Vermont
$293K – – –
BCM
1890
Bluefin Capital Management
New York
$291K +$290K +2,300 New
CSB
1891
City State Bank
Iowa
$290K – – –
WSA
1892
Warm Springs Advisors
California
$290K – – –
PPWM
1893
Premier Private Wealth Management
Florida
$290K +$27.6K +219 +11%
KIM
1894
Kestra Investment Management
Texas
$290K +$289K +2,288 New
RT
1895
Rockland Trust
Massachusetts
$288K +$13K +103 +5%
KI
1896
KTF Investments
California
$287K – – –
SIA
1897
Sovereign Investment Advisors
Arizona
$287K – – –
MWP
1898
Meriwether Wealth & Planning
Louisiana
$287K -$55.4K -439 -16%
CCT
1899
Capital City Trust
Florida
$287K – – –
HA
1900
HFG Advisors
Ohio
$287K +$286K +2,264 New
74 75
76
77 78