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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1876
Balance Wealth
Ohio
$248K +$5.98K +49 +2%
PWM
1877
Provident Wealth Management
Tennessee
$247K – – –
LCM
1878
Liberty Capital Management
Michigan
$247K – – –
SWM
1879
SHP Wealth Management
Massachusetts
$247K +$257K +2,106 New
EL
1880
EWA LLC
Pennsylvania
$246K -$12.3K -101 -5%
LAM
1881
Longboard Asset Management
Arizona
$246K – – –
AIP
1882
ARS Investment Partners
New York
$246K +$256K +2,100 New
SI
1883
Severin Investments
Missouri
$246K -$22.1K -181 -8%
PWM
1884
Partners Wealth Management
California
$246K -$28.5K -233 -10%
PMSA
1885
Patrick M. Sweeney & Associates
Illinois
$245K – – –
AWS
1886
Arkfeld Wealth Strategies
Nebraska
$245K -$33.7K -276 -12%
FGWP
1887
Founders Grove Wealth Partners
Virginia
$245K +$11K +90 +5%
DWM
1888
Darwin Wealth Management
Florida
$244K -$7.45K -61 -3%
PCA
1889
Peddock Capital Advisors
Massachusetts
$243K – – –
O
1890
Ossiam
France
$243K -$6.86M -56,175 -96%
LWM
1891
Liberty Wealth Management
California
$242K +$27.2K +223 +12%
GA
1892
Goldstein Advisors
Wisconsin
$242K +$7.57K +62 +3%
EHWM
1893
Eads & Heald Wealth Management
Georgia
$241K +$34.7K +284 +16%
I
1894
InceptionR
California
$241K -$1.12M -9,146 -82%
HNB
1895
Hilltop National Bank
Wyoming
$241K -$10K -82 -4%
GFM
1896
GF Fund Management
China
$241K +$251K +2,054 New
XWL
1897
XXI Wealth LLC
Illinois
$241K +$251K +2,052 New
HBW
1898
Hazlett, Burt & Watson
West Virginia
$240K +$8.3K +68 +3%
BF
1899
Brucke Financial
Indiana
$240K +$30.4K +249 +14%
HIM
1900
Hanlon Investment Management
New Jersey
$239K +$249K +2,043 New
74 75
76
77 78