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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
2201
Caitong International Asset Management
Hong Kong
$142K +$142K +1,125 New
BW
2202
Bravera Wealth
North Dakota
$142K -$4.16K -33 -3%
PUI
2203
Purpose Unlimited Inc
$140K -$10.1K -80 -7%
LF
2204
LifeSteps Financial
California
$139K +$139K +1,100 New
WIM
2205
Westside Investment Management
California
$139K -$2.14K -17 -2%
CAL
2206
Capital Advisors Ltd
Ohio
$139K +$3.78K +30 +3%
BHWM
2207
Bay Harbor Wealth Management
Maryland
$138K +$128K +1,017 +1,432%
IRAG
2208
Investment Research & Advisory Group
Georgia
$136K +$52.1K +413 +64%
AWA
2209
Acumen Wealth Advisors
Tennessee
$133K +$757 +6 +0.6%
WA
2210
WPG Advisers
Maryland
$132K +$29.6K +235 +29%
TC
2211
Trust Company
Kansas
$131K +$36.3K +288 +39%
MCP
2212
Miller Capital Partners
Michigan
$130K – – –
MWPCG
2213
Measured Wealth Private Client Group
New Hampshire
$130K +$20.7K +164 +19%
ATC
2214
Advantage Trust Company
Kansas
$130K +$79.5K +630 +158%
PSB
2215
Piscataqua Savings Bank
New Hampshire
$130K – – –
DCBT
2216
Dakota Community Bank & Trust
North Dakota
$130K – – –
CWM
2217
Copia Wealth Management
Oregon
$129K – – –
JWM
2218
JPL Wealth Management
Colorado
$128K +$12.1K +96 +11%
PWAM
2219
Private Wealth Asset Management
Iowa
$128K – – –
B
2220
Bayban
Minnesota
$127K +$15.1K +120 +14%
HCMG
2221
Howard Capital Management Group
California
$127K -$1.26K -10 -1%
WPA
2222
Wealth Preservation Advisors
Tennessee
$127K – – –
NEWAS
2223
N.E.W. Advisory Services
Wisconsin
$126K +$28.5K +226 +29%
ADL
2224
Asset Dedication LLC
California
$124K +$5.8K +46 +5%
SMBT
2225
Southern Michigan Bank & Trust
Michigan
$120K – – –
87 88
89
90 91