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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
2051
Towarzystwo Funduszy Inwestycyjnych PZU SA
$104K – – –
CAL
2052
Capital Advisors Ltd
Ohio
$103K -$944 -8 -0.9%
PMFA
2053
Plante Moran Financial Advisors
Michigan
$102K – – –
GTAM
2054
Global Trust Asset Management
Florida
$95.2K +$59K +500 +163%
LI
2055
Louisbourg Investments
New Brunswick, Canada
$94.4K – – –
CP
2056
Canopy Partners
Ohio
$94.4K +$7.2K +61 +8%
WA
2057
WPG Advisers
Maryland
$93.7K -$472 -4 -0.5%
RA
2058
Rise Advisors
New York
$92.8K +$6.02K +51 +7%
AW
2059
Avion Wealth
Texas
$91K +$22.2K +188 +32%
GA
2060
GoalVest Advisory
New York
$91K +$24.1K +204 +36%
AEPWM
2061
Atlantic Edge Private Wealth Management
Florida
$90.5K – – –
MFT
2062
Moisand Fitzgerald Tamayo
Florida
$90K – – –
PPA
2063
Painted Porch Advisors
California
$87.2K -$5.9K -50 -6%
LFA
2064
LGT Financial Advisors
Texas
$85.8K +$708 +6 +0.8%
LIA
2065
Luken Investment Analytics
Tennessee
$85.1K – – –
EP
2066
Essential Partners
California
$82.4K +$82.4K +698 New
BHWM
2067
Beaird Harris Wealth Management
Texas
$81.1K +$19.4K +164 +31%
OP
2068
ORG Partners
Indiana
$80.2K +$4.48K +38 +6%
SHF
2069
Safe Harbor Fiduciary
Florida
$79.4K -$99.7K -845 -56%
EDRH
2070
Edmond de Rothschild Holding
Switzerland
$78.7K – – –
FC
2071
Fairscale Capital
New Hampshire
$77.8K – – –
PCTC
2072
Perkins Coie Trust Company
Washington
$76.6K -$590 -5 -0.8%
JGIA
2073
Jackson Grant Investment Advisers
Connecticut
$75K – – –
LI
2074
LRI Investments
Florida
$74.9K – – –
RIM
2075
Ryan Investment Management
Colorado
$74.8K +$74.8K +634 New
81 82
83
84 85