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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
2176
Holos Integrated Wealth
Pennsylvania
$152K -$10.5K -83 -7%
APW
2177
Aventura Private Wealth
Florida
$152K +$23.1K +183 +18%
CCM
2178
Cutler Capital Management
Massachusetts
$150K – – –
SWIM
2179
Smallwood Wealth Investment Management
New Jersey
$148K – – –
T
2180
Tidemark
California
$147K +$108K +853 +275%
TFIPS
2181
Towarzystwo Funduszy Inwestycyjnych PZU SA
$144K +$32K +254 +29%
WB
2182
Webster Bank
Connecticut
$143K +$9.21K +73 +7%
CIAM
2183
Caitong International Asset Management
Hong Kong
$142K +$142K +1,125 New
BW
2184
Bravera Wealth
North Dakota
$142K -$4.16K -33 -3%
PUI
2185
Purpose Unlimited Inc
$140K -$10.1K -80 -7%
LF
2186
LifeSteps Financial
California
$139K +$139K +1,100 New
WIM
2187
Westside Investment Management
California
$139K -$2.14K -17 -2%
CAL
2188
Capital Advisors Ltd
Ohio
$139K +$3.78K +30 +3%
BHWM
2189
Bay Harbor Wealth Management
Maryland
$138K +$128K +1,017 +1,432%
IRAG
2190
Investment Research & Advisory Group
Georgia
$136K +$52.1K +413 +64%
AWA
2191
Acumen Wealth Advisors
Tennessee
$133K +$757 +6 +0.6%
WA
2192
WPG Advisers
Maryland
$132K +$29.6K +235 +29%
TC
2193
Trust Company
Kansas
$131K +$36.3K +288 +39%
MCP
2194
Miller Capital Partners
Michigan
$130K – – –
MWPCG
2195
Measured Wealth Private Client Group
New Hampshire
$130K +$20.7K +164 +19%
ATC
2196
Advantage Trust Company
Kansas
$130K +$79.5K +630 +158%
PSB
2197
Piscataqua Savings Bank
New Hampshire
$130K – – –
DCBT
2198
Dakota Community Bank & Trust
North Dakota
$130K – – –
CWM
2199
Copia Wealth Management
Oregon
$129K – – –
JWM
2200
JPL Wealth Management
Colorado
$128K +$12.1K +96 +11%
86 87
88
89 90