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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GAFA
801
Garton & Associates Financial Advisors
Kentucky
$2.1M -$392K -3,136 -16%
ITC
802
Inspire Trust Company
Nevada
$2.1M -$375K -3,000 -16%
PMIA
803
Patrick Mauro Investment Advisor
Illinois
$2.09M +$282K +2,256 +16%
BI
804
Ballast Inc
Kentucky
$2.09M +$19.8K +158 +1%
AW
805
Alchemi Wealth
Connecticut
$2.09M +$41.3K +330 +2%
MB
806
MidFirst Bank
Oklahoma
$2.07M -$202K -1,612 -9%
CAM
807
Cresset Asset Management
Illinois
$2.06M +$133K +1,061 +7%
CC
808
Cornerstone Capital
California
$2.04M – – –
AO
809
Advisor OS
Illinois
$2.04M -$126K -1,009 -6%
VIA
810
Victrix Investment Advisors
Florida
$2.03M +$156K +1,250 +9%
AC
811
AlphaCore Capital
California
$2.02M -$588K -4,703 -23%
SP
812
Successful Portfolios
Florida
$2.02M -$1.88K -15 -0.1%
QCG
813
Quadrant Capital Group
Ohio
$2.02M -$1.44M -11,535 -43%
KA
814
Kovack Advisors
Florida
$2.02M +$819K +6,549 +74%
FNT
815
First National Trust
Pennsylvania
$2.01M -$2.13K -17 -0.1%
JWM
816
Jeppson Wealth Management
California
$2.01M -$37.4K -299 -2%
CFWMA
817
Center for Wealth Management Advisory
Ohio
$2M +$19.4K +155 +1%
IIM
818
InTrack Investment Management
Vermont
$2M +$1.88K +15 +0.1%
RWM
819
RKL Wealth Management
Pennsylvania
$2M +$71.3K +570 +4%
CCWA
820
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.99M +$1.9M +15,219 New
SAW
821
Signal Advisors Wealth
Michigan
$1.99M +$1.51M +12,092 +391%
IAN
822
Integrated Advisors Network
Texas
$1.99M +$51.9K +415 +3%
GWA
823
Gibson Wealth Advisors
Texas
$1.96M – – –
HDIM
824
Hanson & Doremus Investment Management
Vermont
$1.96M +$285K +2,282 +18%
RC
825
Rahlfs Capital
Texas
$1.96M – – –
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