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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1876
Ostrum Asset Management
France
$226K -$5.58K -49 -3%
PS
1877
Planned Solutions
California
$226K +$211K +1,852 New
1WA
1878
180 Wealth Advisors
Washington
$226K +$211K +1,850 New
HP
1879
Holistic Planning
Texas
$226K +$211K +1,850 New
BWL
1880
Beacon Wealthcare LLC
North Carolina
$225K +$211K +1,848 New
BRA
1881
Bender Robert & Associates
California
$225K +$211K +1,848 New
TWP
1882
Tower Wealth Partners
Pennsylvania
$225K +$210K +1,846 New
LSIA
1883
LaSalle St. Investment Advisors
Illinois
$225K +$211K +1,849 New
WCG
1884
Weaver Consulting Group
California
$225K +$210K +1,842 New
AW
1885
Alteri Wealth
California
$224K -$23.6K -207 -10%
TP
1886
Tranquility Partners
Tennessee
$224K +$209K +1,833 New
AA
1887
Aufman Associates
Pennsylvania
$223K +$208K +1,828 New
RFA
1888
Reyes Financial Architecture
California
$223K +$9.46K +83 +5%
GF
1889
Gries Financial
Ohio
$223K +$208K +1,826 New
OWP
1890
Obermeyer Wealth Partners
Colorado
$222K +$208K +1,824 New
AAS
1891
Annex Advisory Services
Wisconsin
$222K +$207K +1,820 New
LS
1892
Leelyn Smith
Illinois
$221K +$207K +1,815 New
JPMIA
1893
J.P. Marvel Investment Advisors
Massachusetts
$221K +$206K +1,811 New
FFS
1894
Founders Financial Securities
Maryland
$221K +$208K +1,829 New
TCM
1895
Tradewinds Capital Management
Washington
$221K – – –
BOM
1896
Bank of Marin
California
$221K +$206K +1,809 New
RWMG
1897
Redwood Wealth Management Group
New Jersey
$221K +$206K +1,808 New
CSPIA
1898
Cary Street Partners Investment Advisory
Virginia
$220K +$21.9K +192 +12%
NC
1899
NBW Capital
Massachusetts
$220K +$205K +1,802 New
AGWCA
1900
Annis Gardner Whiting Capital Advisors
Florida
$220K +$456 +4 +0.2%
74 75
76
77 78