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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1926
Zhang Financial
Michigan
$212K -$26.3K -231 -12%
SWA
1927
Strata Wealth Advisors
Texas
$212K +$198K +1,736 New
HWM
1928
Horizon Wealth Management
Illinois
$211K +$197K +1,731 New
HFS
1929
Hughes Financial Services
Virginia
$211K +$199K +1,742 New
SIA
1930
Strategic Investment Advisors
Michigan
$211K +$197K +1,726 New
OSNBOA
1931
Old Second National Bank of Aurora
Illinois
$211K -$11.4K -100 -5%
SFM
1932
Signet Financial Management
New Jersey
$210K +$196K +1,722 New
FW
1933
FullCircle Wealth
Texas
$210K -$35.1K -308 -15%
CPA
1934
Capital Performance Advisors
California
$210K +$196K +1,718 New
KCFA
1935
Key Client Fiduciary Advisors
New Jersey
$209K -$24.2K -212 -11%
IWA
1936
Inspirion Wealth Advisors
Illinois
$209K +$195K +1,711 New
EWP
1937
Elevation Wealth Partners
California
$208K – – –
PWA
1938
Phoenix Wealth Advisors
North Carolina
$208K +$194K +1,702 New
1IA
1939
1834 Investment Advisors
Wisconsin
$207K +$194K +1,700 New
CAGAS
1940
Capital Advisory Group Advisory Services
Minnesota
$207K +$193K +1,694 New
MMA
1941
Miracle Mile Advisors
California
$207K +$193K +1,693 New
BOC
1942
Blue Oak Capital
California
$206K +$193K +1,692 New
WMWM
1943
Wilkins Miller Wealth Management
Alabama
$206K +$193K +1,690 New
ERIC
1944
Eagle Rock Investment Company
Georgia
$206K +$192K +1,685 New
RIA
1945
Richwood Investment Advisors
Ohio
$206K +$192K +1,685 New
WFMPM
1946
Woodley Farra Manion Portfolio Management
Indiana
$204K -$29.9K -262 -14%
WCM
1947
Wedge Capital Management
North Carolina
$204K +$191K +1,673 New
HFS
1948
Hantz Financial Services
Michigan
$204K +$190K +1,669 New
OFG
1949
Oxford Financial Group
Indiana
$204K +$191K +1,672 New
WAM
1950
Worth Asset Management
Texas
$204K +$191K +1,672 New
76 77
78
79 80