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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1951
CrossGen Wealth
North Carolina
$227K +$236K +1,934 New
A
1952
Argentarii
Ohio
$226K +$31K +254 +15%
TH
1953
TCTC Holdings
Texas
$226K – – –
RIM
1954
Rockbridge Investment Management
New York
$226K +$235K +1,927 New
CFS
1955
Commonwealth Financial Services
West Virginia
$224K -$175K -1,432 -43%
SHFP
1956
Second Half Financial Partners
Florida
$224K -$611 -5 -0.3%
MF
1957
Meridian Financial
Massachusetts
$224K -$5.86K -48 -2%
SWP
1958
Semus Wealth Partners
Florida
$223K +$2.08K +17 +0.9%
SI
1959
Seeds Investor
New York
$223K +$232K +1,902 New
LIA
1960
LifePlan Investment Advisors
North Carolina
$223K -$244 -2 -0.1%
AFM
1961
Armstrong Fleming & Moore
District of Columbia
$222K -$10.4K -85 -4%
SCM
1962
Silvant Capital Management
Georgia
$221K – – –
ES
1963
Eagle Strategies
New York
$221K +$4.4K +36 +2%
CWG
1964
Crown Wealth Group
North Carolina
$221K +$20.8K +170 +10%
PS
1965
Planned Solutions
California
$220K +$3.3K +27 +1%
IWC
1966
Infinity Wealth Counsel
Ohio
$220K – – –
DWS
1967
Discipline Wealth Solutions
South Carolina
$220K +$4.52K +37 +2%
PIA
1968
Pinion Investment Advisors
Kansas
$219K -$1.1K -9 -0.5%
HPC
1969
Hobart Private Capital
North Carolina
$219K +$16.2K +133 +8%
CAM
1970
Cypress Asset Management
Texas
$218K -$6.11K -50 -3%
GGS
1971
Galvin Gaustad & Stein
Arizona
$218K +$5.37K +44 +2%
MWP
1972
Meridian Wealth Partners
Pennsylvania
$218K +$3.05K +25 +1%
CWM
1973
Collaborative Wealth Management
Florida
$217K +$226K +1,852 New
MUMSS
1974
Mitsubishi UFJ Morgan Stanley Securities
Japan
$217K +$226K +1,851 New
WCG
1975
Weaver Consulting Group
California
$217K -$1.1K -9 -0.5%
77 78
79
80 81