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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2101
Saxon Interests
Texas
$209K -$6.18K -49 -3%
MCP
2102
Mirador Capital Partners
California
$209K – – –
BCM
2103
Becker Capital Management
Oregon
$209K +$209K +1,653 New
SW
2104
SkyOak Wealth
Michigan
$209K – – –
BC
2105
Barrett & Company
Rhode Island
$209K – – –
AIM
2106
Axiom Investment Management
New York
$209K +$22.2K +176 +12%
GWM
2107
GDS Wealth Management
Texas
$208K +$208K +1,647 New
TH
2108
TCTC Holdings
Texas
$208K +$14.9K +118 +8%
MM
2109
MQS Management
New York
$208K +$207K +1,644 New
FAT
2110
First American Trust
California
$208K +$2.77K +22 +1%
ML
2111
McAdam LLC
Pennsylvania
$208K +$207K +1,642 New
CIA
2112
Compass Ion Advisors
Pennsylvania
$208K -$3.28K -26 -2%
EWM
2113
Evolution Wealth Management
Florida
$207K +$132K +1,045 +176%
MBWA
2114
Marin Bay Wealth Advisors
California
$207K -$141K -1,117 -41%
SGI
2115
Swan Global Investments
Colorado
$207K +$206K +1,635 New
CFGW
2116
Chancellor Financial Group WB
Pennsylvania
$207K +$631 +5 +0.3%
CCM
2117
Crew Capital Management
Ohio
$206K – – –
MIA
2118
MeadowBrook Investment Advisors
Michigan
$206K – – –
TW
2119
Traveka Wealth
California
$206K +$757 +6 +0.4%
E
2120
Entelevest
Florida
$206K +$205K +1,625 New
JMA
2121
J.M. Arbour
Maine
$206K +$11.9K +94 +6%
SA
2122
SPWM Advisors
Michigan
$206K -$7.82K -62 -4%
SP
2123
Stonebrook Private
Michigan
$205K +$205K +1,623 New
KOC
2124
Koss-Olinger Consulting
Florida
$205K +$1.39K +11 +0.7%
BS
2125
Brighton Securities
New York
$205K -$14.3K -113 -7%
83 84
85
86 87