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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1901
Ponta Wealth Partners
Florida
$239K +$249K +2,042 New
CRI
1902
Commonwealth Retirement Investments
Virginia
$239K +$249K +2,038 New
FPWM
1903
FSB Premier Wealth Management
Iowa
$239K -$23.1K -189 -8%
KIM
1904
Kestra Investment Management
Texas
$238K -$6.35K -52 -2%
TCP
1905
TMB Capital Partners
Arkansas
$238K +$248K +2,028 New
CCM
1906
Canal Capital Management
Virginia
$238K +$733 +6 +0.3%
PWA
1907
Physician Wealth Advisors
Utah
$237K +$733 +6 +0.3%
MIP
1908
Marietta Investment Partners
Wisconsin
$237K -$173K -1,418 -41%
LPT
1909
Legacy Private Trust
Wisconsin
$237K – – –
CWIG
1910
Chung Wu Investment Group
Texas
$237K – – –
LSIA
1911
LaSalle St. Investment Advisors
Illinois
$236K -$244 -2 -0.1%
EA
1912
Enclave Advisors
Texas
$236K +$246K +2,013 New
KBFS
1913
Kohmann Bosshard Financial Services
Ohio
$236K -$51K -418 -17%
WW
1914
Wright Wealth
Georgia
$236K +$246K +2,011 New
TFG
1915
Taylor Financial Group
Virginia
$235K – – –
ST
1916
Sentinel Trust
Texas
$235K – – –
PTB
1917
Pioneer Trust Bank
Oregon
$234K -$8.06K -66 -3%
GCM
1918
Graver Capital Management
Ohio
$234K – – –
WCA
1919
Westover Capital Advisors
Delaware
$234K – – –
PA
1920
Promethium Advisors
Maryland
$234K +$244K +2,000 New
VFG
1921
Victory Financial Group
Texas
$234K +$16.4K +134 +7%
T
1922
TrustBank
Illinois
$234K +$244K +1,997 New
AAS
1923
Annex Advisory Services
Wisconsin
$234K -$2.28M -18,652 -90%
TWP
1924
Tower Wealth Partners
Pennsylvania
$234K +$1.34K +11 +0.6%
SIS
1925
Strategic Investment Solutions
Illinois
$233K +$1.1K +9 +0.5%
75 76
77
78 79