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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
2101
BankPlus Trust Department
Mississippi
$58.3K – – –
BWAM
2102
Boyd Watterson Asset Management
Ohio
$57.9K -$11.2K -95 -16%
CTWM
2103
Cherry Tree Wealth Management
Minnesota
$57.5K -$29.1K -247 -34%
POIA
2104
Pin Oak Investment Advisors
Texas
$55K – – –
LWA
2105
Lowe Wealth Advisors
Maryland
$53.3K – – –
PP
2106
Pacifica Partners
Canada
$53.3K +$11.9K +101 +28%
OWP
2107
ORG Wealth Partners
Texas
$52.8K – – –
FWM
2108
FSA Wealth Management
Massachusetts
$51.6K – – –
HCM
2109
Horrell Capital Management
Arkansas
$50.7K – – –
DAM
2110
Delta Asset Management
Tennessee
$49.3K -$1.42K -12 -3%
1IA
2111
1620 Investment Advisors
Massachusetts
$47K – – –
LSA
2112
Leonteq Securities AG
Switzerland
$46.1K +$27.3K +231 +144%
TIM
2113
Total Investment Management
Arizona
$45.9K +$45.9K +389 New
PA
2114
Pineridge Advisors
Missouri
$45.4K +$472 +4 +1%
T
2115
Tidemark
California
$44.3K +$118 +1 +0.3%
TIM
2116
Tortoise Investment Management
New York
$43.9K +$1.18K +10 +3%
MCA
2117
Midwest Capital Advisors
Michigan
$43.3K – – –
QPBE
2118
Quintet Private Bank (Europe)
Luxembourg
$43.1K +$43.1K +365 New
TFGT
2119
TS Financial Group (TSFG)
Illinois
$42K – – –
TFM
2120
TFC Financial Management
Massachusetts
$41.6K – – –
FCT
2121
First Community Trust
Iowa
$41.1K – – –
ECM
2122
Eisler Capital Management
United Kingdom
$41K +$21K +178 +105%
TFA
2123
Toth Financial Advisory
Virginia
$40.9K – – –
NWM
2124
Nova Wealth Management
Florida
$40.5K +$4.6K +39 +13%
RPA
2125
Redwood Park Advisors
California
$39.6K +$354 +3 +0.9%
83 84
85
86 87