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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FWWM
1926
Fiscal Wisdom Wealth Management
Connecticut
$276K +$275K +2,177 New
VA
1927
Veratis Advisors
North Carolina
$275K +$274K +2,175 New
MEAC
1928
M.E. Allison & Co
Texas
$275K -$3.15K -25 -1%
PCA
1929
Pallas Capital Advisors
Massachusetts
$275K -$17.4K -138 -6%
TFA
1930
Transamerica Financial Advisors
Florida
$273K +$17.5K +139 +7%
LCWP
1931
Legacy Capital Wealth Partners
Arkansas
$273K +$2.65K +21 +1%
PMSA
1932
Patrick M. Sweeney & Associates
Illinois
$273K +$8.2K +65 +3%
HNB
1933
Hilltop National Bank
Wyoming
$273K -$26.6K -211 -9%
PIA
1934
Perennial Investment Advisors
California
$273K -$55.6K -441 -17%
RWI
1935
Red Wave Investments
Pennsylvania
$273K -$34.1K -270 -11%
AA
1936
Auxano Advisors
Washington
$272K -$631 -5 -0.2%
GWMR
1937
GC Wealth Management RIA
Massachusetts
$271K -$15.9K -126 -6%
FRA
1938
Front Row Advisors
California
$271K – – –
RFA
1939
Reyes Financial Architecture
California
$270K -$13.1K -104 -5%
SL
1940
Summitry LLC
California
$270K +$269K +2,130 New
IWA
1941
IVC Wealth Advisors
Pennsylvania
$270K +$21.8K +173 +9%
TFP
1942
Tilia Fiduciary Partners
North Carolina
$269K +$378 +3 +0.1%
BW
1943
Balance Wealth
Ohio
$269K -$24.6K -195 -8%
OL
1944
OneFund LLC
Florida
$269K -$1.64K -13 -0.6%
AWS
1945
Arkfeld Wealth Strategies
Nebraska
$269K +$1.89K +15 +0.7%
WTA
1946
Washington Trust Advisors
Massachusetts
$268K +$20.6K +163 +8%
WC
1947
Waterloo Capital
Texas
$268K -$417K -3,308 -61%
CAM
1948
Cypress Asset Management
Texas
$268K +$20.2K +160 +8%
FMTCOCP
1949
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K – – –
DWM
1950
Darwin Wealth Management
Florida
$267K +$2.02K +16 +0.8%
76 77
78
79 80