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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KB
2176
Kimelman & Baird
New York
$169K – – –
WBC
2177
West Branch Capital
Massachusetts
$168K -$25.2K -200 -13%
GFA
2178
Godfrey Financial Associates
New York
$168K – – –
HCM
2179
Hollencrest Capital Management
California
$167K +$126 +1 +0.1%
BHWM
2180
Beaird Harris Wealth Management
Texas
$165K +$77.2K +612 +89%
APFP
2181
Action Point Financial Planning
Michigan
$165K +$165K +1,306 New
GTAM
2182
Global Trust Asset Management
Florida
$164K +$5.8K +46 +4%
HIMS
2183
Hager Investment Management Services
New Hampshire
$163K -$10.7K -85 -6%
NECFA
2184
New England Capital Financial Advisors
Connecticut
$161K +$126 +1 +0.1%
CT
2185
Coastline Trust
Rhode Island
$160K – – –
P
2186
Palladiem
Pennsylvania
$160K -$32K -254 -17%
SAM
2187
S.A. Mason
Michigan
$157K +$3.15K +25 +2%
GIA
2188
GHP Investment Advisors
Colorado
$157K +$12.9K +102 +9%
CWM
2189
Cranbrook Wealth Management
Michigan
$156K – – –
FLFS
2190
Family Legacy Financial Solutions
North Carolina
$156K -$70K -555 -31%
RMP
2191
Richards, Merrill & Peterson
Washington
$154K -$26.7K -212 -15%
MWA
2192
Medallion Wealth Advisors
Connecticut
$153K -$51.2K -406 -25%
HIW
2193
Holos Integrated Wealth
Pennsylvania
$152K -$10.5K -83 -7%
APW
2194
Aventura Private Wealth
Florida
$152K +$23.1K +183 +18%
SNBOSCI
2195
Security National Bank of Sioux City Iowa
Iowa
$152K +$151K +1,199 New
CCM
2196
Cutler Capital Management
Massachusetts
$150K – – –
SWIM
2197
Smallwood Wealth Investment Management
New Jersey
$148K – – –
T
2198
Tidemark
California
$147K +$108K +853 +275%
TFIPS
2199
Towarzystwo Funduszy Inwestycyjnych PZU SA
$144K +$32K +254 +29%
WB
2200
Webster Bank
Connecticut
$143K +$9.21K +73 +7%
86 87
88
89 90