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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
926
Hengehold Capital Management
Ohio
$508K +$2.87K +34 +0.5%
ATPW
927
Ashton Thomas Private Wealth
Arizona
$507K +$187K +2,215 +54%
CT
928
Clearstead Trust
Maine
$506K – – –
DWM
929
Darwin Wealth Management
Florida
$500K -$2.69M -31,864 -84%
FAM
930
Formidable Asset Management
Ohio
$500K +$49.2K +582 +10%
AF
931
Aldebaran Financial
$498K -$660K -7,806 -56%
AIM
932
Aspen Investment Management
Michigan
$498K – – –
FBB
933
Fulton Breakefield Broenniman
Maryland
$498K +$8.62K +102 +2%
MCM
934
MAI Capital Management
Ohio
$493K +$60.6K +717 +13%
1IA
935
1834 Investment Advisors
Wisconsin
$491K +$104K +1,233 +25%
WANY
936
Wealthspire Advisors (New York)
New York
$490K -$536K -6,344 -51%
CS
937
Capital Square
Tennessee
$490K +$591 +7 +0.1%
HI
938
Hudock Inc
Pennsylvania
$489K -$3.8K -45 -0.7%
CAM
939
Centre Asset Management
New York
$489K +$22.8K +270 +5%
WA
940
Wambolt & Associates
Colorado
$489K +$56.5K +669 +12%
CAG
941
Crestwood Advisors Group
Massachusetts
$488K -$15.6K -185 -3%
ACS
942
Archford Capital Strategies
Illinois
$488K +$2.79K +33 +0.5%
WSC
943
Wellington Shields & Co
New York
$487K +$28.6K +339 +6%
PFC
944
Phocas Financial Corp
California
$486K – – –
MGWM
945
Marks Group Wealth Management
Minnesota
$486K +$17.6K +208 +4%
WWM
946
Western Wealth Management
Colorado
$485K -$6.67K -79 -1%
NSIM
947
North Star Investment Management
Illinois
$485K – – –
RMDI
948
R.M. Davis Inc
Maine
$484K -$74.4K -880 -13%
PCG
949
Private Capital Group
Connecticut
$483K -$70.4K -833 -12%
TAIM
950
TD Ameritrade Investment Management
Nebraska
$483K -$67.8K -802 -12%
36 37
38
39 40