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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
2076
bLong Financial
Tennessee
$222K – – –
BRA
2077
Bender Robert & Associates
California
$221K – – –
KG
2078
Kieckhefer Group
Wisconsin
$221K – – –
LA
2079
Legacy Advisors
Pennsylvania
$221K +$220K +1,747 New
WFA
2080
Wellspring Financial Advisors
Ohio
$221K -$4.42K -35 -2%
MFS
2081
Madrona Financial Services
Washington
$220K +$219K +1,736 New
GHA
2082
Granite Harbor Advisors
Texas
$219K +$10.3K +82 +5%
WWA
2083
Wingate Wealth Advisors
Massachusetts
$219K – – –
HWA
2084
Hilltop Wealth Advisors
North Carolina
$219K -$1.51K -12 -0.7%
SHFG
2085
S Harris Financial Group
Texas
$219K +$2.9K +23 +1%
OSNBOA
2086
Old Second National Bank of Aurora
Illinois
$218K – – –
AP
2087
Americana Partners
Texas
$218K +$19.4K +154 +10%
FFC
2088
First Financial Corp
Indiana
$218K – – –
AIM
2089
Alhambra Investment Management
Florida
$218K -$55.5K -440 -20%
OMIC
2090
Old Mission Investment Co
Michigan
$217K +$3.53K +28 +2%
RK
2091
Rather & Kittrell
Tennessee
$217K +$3.66K +29 +2%
C1AG
2092
Client 1st Advisory Group
Florida
$217K +$21.6K +171 +11%
CWMGO
2093
Capstone Wealth Management Group (Oregon)
Oregon
$217K +$21.9K +174 +11%
LI
2094
LVZ Inc
Michigan
$216K +$3.41K +27 +2%
WAS
2095
WESPAC Advisors SoCal
California
$216K +$215K +1,704 New
BWM
2096
BNB Wealth Management
Maryland
$215K – – –
AW
2097
Alteri Wealth
California
$215K +$126 +1 +0.1%
PCS
2098
Private Client Services
Kentucky
$215K +$13.9K +110 +7%
FMI
2099
F/M Investments
District of Columbia
$215K -$252 -2 -0.1%
WSWA
2100
Warren Street Wealth Advisors
California
$214K -$757 -6 -0.4%
82 83
84
85 86