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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1901
Tower Wealth Partners
Pennsylvania
$286K +$44.1K +350 +18%
SI
1902
Severin Investments
Missouri
$286K +$16.5K +131 +6%
CC
1903
Cultivar Capital
Texas
$286K +$2.9K +23 +1%
PCIG
1904
Partners Capital Investment Group
Massachusetts
$285K +$284K +2,254 New
CBT
1905
Central Bank & Trust
Kentucky
$285K – – –
RSWM
1906
Robertson Stephens Wealth Management
California
$285K -$126 -1 -0%
LIA
1907
LSP Investment Advisors
New York
$285K -$102K -810 -26%
MWM
1908
Manske Wealth Management
Texas
$284K +$126 +1 +0%
BWA
1909
Basecamp Wealth Advisors
Washington
$284K -$505 -4 -0.2%
KSB
1910
Kennebec Savings Bank
Maine
$283K -$5.05K -40 -2%
SB
1911
Sunflower Bank
Texas
$283K +$883 +7 +0.3%
KA
1912
Klingman & Associates
New York
$283K +$6.69K +53 +2%
ASCM
1913
Adkins Seale Capital Management
Louisiana
$283K – – –
I
1914
InceptionR
California
$283K +$282K +2,234 New
BAM
1915
Berkshire Asset Management
Pennsylvania
$282K -$5.93K -47 -2%
HBW
1916
Hazlett, Burt & Watson
West Virginia
$280K +$12.9K +102 +5%
MPCG
1917
Matrix Private Capital Group
New York
$279K – – –
CFA
1918
Churchill Financial Advisors
Kentucky
$278K – – –
CL
1919
CSS LLC
Illinois
$278K – – –
CM
1920
Cornerstone Management
Georgia
$278K -$18.9K -150 -6%
PCA
1921
Peddock Capital Advisors
Massachusetts
$278K +$15.1K +120 +6%
BFA
1922
Buttonwood Financial Advisors
Maryland
$277K -$505 -4 -0.2%
JAA
1923
Joel Adams & Associates
North Carolina
$277K – – –
MFP
1924
Meramec Financial Planners
Missouri
$277K +$8.96K +71 +3%
RBC
1925
Roble Belko & Company
Pennsylvania
$276K – – –
75 76
77
78 79