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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WMN
2051
Wealth Management Nebraska
Nebraska
$224K +$13.6K +108 +7%
BDF
2052
Black Diamond Financial
Maryland
$224K -$126 -1 -0.1%
RCG
2053
Regatta Capital Group
California
$224K – – –
WPW
2054
Waldron Private Wealth
Pennsylvania
$224K – – –
AC
2055
AXQ Capital
New Jersey
$223K -$3.06M -24,274 -93%
CWMG
2056
Compass Wealth Management (Georgia)
Georgia
$223K – – –
BWL
2057
Beacon Wealthcare LLC
North Carolina
$222K – – –
NA
2058
Nordwand Advisors
Pennsylvania
$222K – – –
NDSI
2059
Newman Dignan & Sheerar Inc
Rhode Island
$222K – – –
BF
2060
bLong Financial
Tennessee
$222K – – –
BRA
2061
Bender Robert & Associates
California
$221K – – –
KG
2062
Kieckhefer Group
Wisconsin
$221K – – –
LA
2063
Legacy Advisors
Pennsylvania
$221K +$220K +1,747 New
WFA
2064
Wellspring Financial Advisors
Ohio
$221K -$4.42K -35 -2%
MFS
2065
Madrona Financial Services
Washington
$220K +$219K +1,736 New
GHA
2066
Granite Harbor Advisors
Texas
$219K +$10.3K +82 +5%
WWA
2067
Wingate Wealth Advisors
Massachusetts
$219K – – –
HWA
2068
Hilltop Wealth Advisors
North Carolina
$219K -$1.51K -12 -0.7%
SHFG
2069
S Harris Financial Group
Texas
$219K +$2.9K +23 +1%
OSNBOA
2070
Old Second National Bank of Aurora
Illinois
$218K – – –
AP
2071
Americana Partners
Texas
$218K +$19.4K +154 +10%
FFC
2072
First Financial Corp
Indiana
$218K – – –
AIM
2073
Alhambra Investment Management
Florida
$218K -$55.5K -440 -20%
OMIC
2074
Old Mission Investment Co
Michigan
$217K +$217K +1,717 New
RK
2075
Rather & Kittrell
Tennessee
$217K +$3.66K +29 +2%
81 82
83
84 85