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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
2026
Webster Bank
Connecticut
$125K – – –
HCMG
2027
Howard Capital Management Group
California
$124K -$11.8K -100 -9%
PSB
2028
Piscataqua Savings Bank
New Hampshire
$121K – – –
ATC
2029
Advantage Trust Company
Kansas
$121K +$74.3K +630 +158%
GIA
2030
GHP Investment Advisors
Colorado
$121K +$59.9K +508 +98%
NMG
2031
New Millennium Group
Utah
$121K -$8.5K -72 -7%
DCBT
2032
Dakota Community Bank & Trust
North Dakota
$121K -$44.5K -377 -27%
BAM
2033
Byrne Asset Management
New Jersey
$120K – – –
CWM
2034
Copia Wealth Management
Oregon
$120K – – –
IRC
2035
Investors Research Corp
Georgia
$118K – – –
GWSG
2036
GPS Wealth Strategies Group
Colorado
$118K +$2.6K +22 +2%
HFM
2037
Hartford Financial Management
Connecticut
$115K -$2.03M -17,208 -95%
HT
2038
Headlands Technologies
Illinois
$114K +$114K +968 New
VEA
2039
Virtus ETF Advisers
New York
$114K +$50.5K +428 +80%
WIM
2040
Westside Investment Management
California
$111K +$21.4K +181 +24%
KFI
2041
Key Financial Inc
Pennsylvania
$111K – – –
CMBA
2042
C.M. Bidwell & Associates
Hawaii
$111K +$19.5K +165 +21%
TCM
2043
TruNorth Capital Management
Michigan
$111K -$50.5K -428 -31%
BSB
2044
Bangor Savings Bank
Maine
$111K -$472 -4 -0.4%
SPF
2045
South Plains Financial
Texas
$108K +$106K +900 +4,737%
CMP
2046
Coston McIsaac & Partners
Maine
$108K +$472 +4 +0.4%
GKIM
2047
GW&K Investment Management
Massachusetts
$108K +$27K +229 +33%
HIW
2048
Holos Integrated Wealth
Pennsylvania
$107K – – –
CFG
2049
Chapman Financial Group
Hawaii
$106K +$106K +896 New
CM
2050
Capula Management
Cayman Islands
$105K -$7.43K -63 -7%
80 81
82
83 84