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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
1926
Urban Wealth Management
California
$265K +$253K +2,025 New
LPT
1927
Legacy Private Trust
Wisconsin
$265K – – –
BFA
1928
Beaumont Financial Advisors
Massachusetts
$265K +$5.75K +46 +2%
MWM
1929
MBE Wealth Management
Wisconsin
$265K +$253K +2,022 New
RIM
1930
Rockbridge Investment Management
New York
$264K +$11.5K +92 +5%
TFA
1931
Transamerica Financial Advisors
Florida
$264K +$60.5K +484 +32%
EA
1932
Enclave Advisors
Texas
$264K +$500 +4 +0.2%
CRI
1933
Colonial River Investments
Virginia
$264K -$59.9K -479 -19%
PWA
1934
Phoenix Wealth Advisors
North Carolina
$264K +$7K +56 +3%
KBFS
1935
Kohmann Bosshard Financial Services
Ohio
$264K – – –
TFG
1936
Taylor Financial Group
Virginia
$263K – – –
ST
1937
Sentinel Trust
Texas
$263K – – –
PTB
1938
Pioneer Trust Bank
Oregon
$262K +$500 +4 +0.2%
AIIMS
1939
Analyst IMS Investment Management Services
Israel
$262K +$19.9K +159 +9%
GCM
1940
Graver Capital Management
Ohio
$262K – – –
PA
1941
Promethium Advisors
Maryland
$262K – – –
TSMHT
1942
Thurston Springer Miller Herd & Titak
Indiana
$261K -$25.1K -201 -9%
EHWM
1943
Eads & Heald Wealth Management
Georgia
$261K -$8.13K -65 -3%
KCM
1944
Kornitzer Capital Management
Kansas
$260K +$248K +1,985 New
CFS
1945
Commonwealth Financial Services
West Virginia
$259K +$9K +72 +4%
AFW
1946
Atlantic Family Wealth
Florida
$259K -$250 -2 -0.1%
CWM
1947
Chesapeake Wealth Management
Virginia
$259K +$247K +1,977 New
WEG
1948
World Equity Group
Illinois
$259K -$41.9K -335 -14%
MCM
1949
MV Capital Management
Maryland
$259K +$3.5K +28 +1%
WAM
1950
WealthTrust Asset Management
Florida
$259K +$247K +1,974 New
76 77
78
79 80