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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2101
Bayforest Capital
United Kingdom
$145K -$338K -2,767 -69%
CWM
2102
Cranbrook Wealth Management
Michigan
$145K – – –
GF
2103
GGM Financials
Ohio
$143K – – –
PUI
2104
Purpose Unlimited Inc
$143K +$148K +1,216 New
SAM
2105
S.A. Mason
Michigan
$142K – – –
HP
2106
Havemeyer Place
Connecticut
$142K +$148K +1,214 New
CCM
2107
Cutler Capital Management
Massachusetts
$139K -$4.4K -36 -3%
SWIM
2108
Smallwood Wealth Investment Management
New Jersey
$137K -$4.03K -33 -3%
FPF
2109
First Pacific Financial
Washington
$137K +$977 +8 +0.7%
AF
2110
Alerus Financial
North Dakota
$135K – – –
BW
2111
Bravera Wealth
North Dakota
$135K +$140K +1,148 New
WIM
2112
Westside Investment Management
California
$131K -$855 -7 -0.6%
CP
2113
Canopy Partners
Ohio
$131K +$2.81K +23 +2%
AEPWM
2114
Atlantic Edge Private Wealth Management
Florida
$130K +$41.5K +340 +44%
CT
2115
Coastline Trust
Rhode Island
$129K – – –
WOSD
2116
WFA of San Diego
California
$127K – – –
DE
2117
DV Equities
Illinois
$127K +$132K +1,083 New
TPBG
2118
Turning Point Benefit Group
Maryland
$127K +$7.57K +62 +6%
WB
2119
Webster Bank
Connecticut
$124K -$7.57K -62 -6%
HCMG
2120
Howard Capital Management Group
California
$123K – – –
WA
2121
WPG Advisers
Maryland
$122K +$30.6K +251 +32%
AWA
2122
Acumen Wealth Advisors
Tennessee
$122K +$127K +1,040 New
DCBT
2123
Dakota Community Bank & Trust
North Dakota
$122K +$3.66K +30 +3%
MCP
2124
Miller Capital Partners
Michigan
$121K +$126K +1,030 New
PSB
2125
Piscataqua Savings Bank
New Hampshire
$121K – – –
83 84
85
86 87