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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
901
Laird Norton Wetherby Wealth Management
California
$983K +$1.9K +19 +0.2%
SM
902
Sciencast Management
New Jersey
$981K +$979K +9,784 New
BFS
903
Burkett Financial Services
South Carolina
$979K +$9.4K +94 +1%
FVWA
904
Foster Victor Wealth Advisors
South Carolina
$975K +$67.6K +676 +8%
HKIM
905
Hayek Kallen Investment Management
Alabama
$971K +$1.7K +17 +0.2%
CIAS
906
CFS Investment Advisory Services
New Jersey
$969K +$30.2K +302 +3%
KFGK
907
Keystone Financial Group (Kentucky)
Kentucky
$968K +$35.6K +356 +4%
ADL
908
Asset Dedication LLC
California
$965K -$1.9K -19 -0.2%
KWA
909
Kellett Wealth Advisors
Ohio
$965K -$17K -170 -2%
CV
910
Counterweight Ventures
North Carolina
$964K -$3.5K -35 -0.4%
VT
911
Vise Technologies
New York
$959K +$52.8K +528 +6%
VA
912
Valmark Advisers
Ohio
$957K -$6.4K -64 -0.7%
CS
913
Capital Square
Tennessee
$955K +$39.3K +393 +5%
WFS
914
Widmann Financial Services
Maryland
$953K -$6.7K -67 -0.7%
OF
915
Outfitter Financial
Maine
$952K +$53.5K +535 +6%
CBOR
916
Community Bank of Raymore
Missouri
$952K +$3.3K +33 +0.3%
PFSC
917
Peoples Financial Services Corp
Pennsylvania
$952K -$3.5K -35 -0.4%
UBV
918
United Bank (Virginia)
Virginia
$947K – – –
KFS
919
Keynote Financial Services
Connecticut
$947K – – –
BFA
920
Beacon Financial Advisory
Ohio
$937K +$936K +9,353 New
AWA
921
Arkadios Wealth Advisors
Georgia
$936K +$159K +1,594 +21%
MFS
922
Mirabella Financial Services
United Kingdom
$936K +$299K +2,993 +47%
CAI
923
Capital Advisors Inc
Oklahoma
$933K +$122K +1,216 +15%
CF
924
Convergence Financial
Missouri
$928K +$926K +9,256 New
SLI
925
Sumitomo Life Insurance
Japan
$927K -$117K -1,165 -11%
35 36
37
38 39