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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TAFW
1926
Tred Avon Family Wealth
Maryland
$233K – – –
CWM
1927
CarsonAllaria Wealth Management
Illinois
$233K -$4.27K -35 -2%
LEA
1928
Legacy Edge Advisors
New York
$233K +$243K +1,987 New
OFG
1929
Oxford Financial Group
Indiana
$233K -$3.05K -25 -1%
PWPS
1930
Pinnacle Wealth Planning Services
Ohio
$233K -$7.45K -61 -3%
AFW
1931
Atlantic Family Wealth
Florida
$232K -$733 -6 -0.3%
MWM
1932
MGB Wealth Management
Texas
$232K +$1.59K +13 +0.7%
CFSG
1933
Community Financial Services Group
Vermont
$232K – – –
NWMG
1934
Nicholson Wealth Management Group
South Carolina
$232K -$38K -311 -14%
TFS
1935
Thoroughbred Financial Services
Tennessee
$232K +$5.01K +41 +2%
BFA
1936
Beaumont Financial Advisors
Massachusetts
$232K +$17.1K +140 +8%
FCA
1937
Fortis Capital Advisors
Kansas
$231K +$366 +3 +0.2%
TWA
1938
TCI Wealth Advisors
Arizona
$230K +$20.9K +171 +10%
PWA
1939
Phoenix Wealth Advisors
North Carolina
$229K +$39.8K +326 +20%
FS
1940
Ferguson Shapiro
Georgia
$228K – – –
MCM
1941
MV Capital Management
Maryland
$228K +$733 +6 +0.3%
OWM
1942
OneAscent Wealth Management
Alabama
$228K -$11K -90 -4%
SA
1943
SPWM Advisors
Michigan
$228K +$238K +1,945 New
AHL
1944
Abel Hall LLC
Louisiana
$228K +$1.83K +15 +0.8%
FC
1945
Financial Consulate
Maryland
$228K -$15.5K -127 -6%
MAM
1946
McLean Asset Management
Virginia
$227K -$9.28K -76 -4%
TI
1947
tru Independence
Oregon
$227K -$32.6K -267 -12%
RFA
1948
Reyes Financial Architecture
California
$227K +$16.5K +135 +7%
CM
1949
Capula Management
Cayman Islands
$227K -$64.7K -530 -21%
WC
1950
Whitney & Co
New York
$227K +$236K +1,935 New
76 77
78
79 80