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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1876
Front Row Advisors
California
$288K -$17.5K -140 -6%
MPCG
1877
Matrix Private Capital Group
New York
$288K – – –
CFA
1878
Churchill Financial Advisors
Kentucky
$288K +$275K +2,200 New
CL
1879
CSS LLC
Illinois
$288K +$275K +2,200 New
MEAC
1880
M.E. Allison & Co
Texas
$288K +$250 +2 +0.1%
BFA
1881
Buttonwood Financial Advisors
Maryland
$287K -$6.13K -49 -2%
SI
1882
Stirlingshire Investments
New York
$287K +$274K +2,193 New
SWM
1883
SHP Wealth Management
Massachusetts
$287K +$10.8K +86 +4%
JAA
1884
Joel Adams & Associates
North Carolina
$287K – – –
RBC
1885
Roble Belko & Company
Pennsylvania
$286K – – –
KA
1886
Klingman & Associates
New York
$286K -$39.9K -319 -13%
BWM
1887
Blossom Wealth Management
California
$286K +$1.13K +9 +0.4%
RT
1888
Rockland Trust
Massachusetts
$284K +$1.38K +11 +0.5%
TAFW
1889
Tred Avon Family Wealth
Maryland
$284K +$22K +176 +9%
AIM
1890
Alhambra Investment Management
Florida
$283K -$13.4K -107 -5%
AA
1891
Auxano Advisors
Washington
$282K +$1K +8 +0.4%
B
1892
Bailard
California
$282K -$4.01M -32,053 -94%
AZ
1893
Alpha Zero
Florida
$282K +$269K +2,155 New
QIM
1894
Quest Investment Management
Oregon
$281K +$1.25K +10 +0.5%
OL
1895
OneFund LLC
Florida
$280K -$11.8K -94 -4%
WRPWM
1896
Werba Rubin Papier Wealth Management
California
$280K +$267K +2,135 New
LCWP
1897
Legacy Capital Wealth Partners
Arkansas
$280K -$23.4K -187 -8%
SI
1898
Severin Investments
Missouri
$279K +$3.75K +30 +1%
CCA
1899
Clearwater Capital Advisors
Illinois
$279K -$4K -32 -1%
TFP
1900
Tilia Fiduciary Partners
North Carolina
$278K -$21.5K -172 -7%
74 75
76
77 78