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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1951
TrustBank
Illinois
$258K -$3.13K -25 -1%
PWPS
1952
Pinnacle Wealth Planning Services
Ohio
$258K -$1.63K -13 -0.7%
FPWM
1953
FSB Premier Wealth Management
Iowa
$258K -$8.38K -67 -3%
CWM
1954
CarsonAllaria Wealth Management
Illinois
$257K -$3K -24 -1%
DWS
1955
Discipline Wealth Solutions
South Carolina
$257K +$11K +88 +5%
PFT
1956
Providence First Trust
Arizona
$257K -$77.3K -618 -24%
WTA
1957
Washington Trust Advisors
Massachusetts
$256K -$68.4K -547 -22%
CAM
1958
Cypress Asset Management
Texas
$256K +$12.5K +100 +5%
WCM
1959
Wedge Capital Management
North Carolina
$256K +$20.1K +161 +9%
IWA
1960
IVC Wealth Advisors
Pennsylvania
$256K +$29.6K +237 +14%
OWM
1961
OneAscent Wealth Management
Alabama
$256K +$1K +8 +0.4%
FC
1962
Financial Consulate
Maryland
$255K +$1.13K +9 +0.5%
CP
1963
Canopy Partners
Ohio
$255K +$105K +836 +75%
FFG
1964
Frisch Financial Group
New York
$255K +$244K +1,949 New
FS
1965
Ferguson Shapiro
Georgia
$255K – – –
FCA
1966
Fortis Capital Advisors
Kansas
$255K -$2.75K -22 -1%
MAM
1967
McLean Asset Management
Virginia
$253K +$2.38K +19 +1%
5NPW
1968
55 North Private Wealth
Florida
$253K +$242K +1,932 New
KWM
1969
Keebeck Wealth Management
Illinois
$253K +$241K +1,929 New
ES
1970
Eagle Strategies
New York
$252K +$5.5K +44 +2%
TI
1971
tru Independence
Oregon
$252K -$1.5K -12 -0.6%
SWP
1972
Semus Wealth Partners
Florida
$251K +$1.75K +14 +0.7%
EL
1973
EWA LLC
Pennsylvania
$251K -$23.3K -186 -9%
LWMNY
1974
Landmark Wealth Management (New York)
New York
$251K +$240K +1,916 New
SIS
1975
Strategic Investment Solutions
Illinois
$251K -$9.75K -78 -4%
77 78
79
80 81