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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
976
Private Portfolio Partners
New Jersey
$374K +$369K +4,337 New
SWM
977
SVA Wealth Management
Wisconsin
$371K -$25.2K -296 -6%
MSFP
978
Mark Sheptoff Financial Planning
Connecticut
$366K +$11.3K +133 +3%
NIM
979
NuWave Investment Management
New Jersey
$366K +$356K +4,184 +8,046%
SB
980
Strategic Blueprint
Georgia
$363K +$358K +4,204 New
ACG
981
Allen Capital Group
Nebraska
$362K – – –
VWA
982
V Wealth Advisors
Kansas
$360K +$30K +352 +9%
Meridian Wealth Management
983
Meridian Wealth Management
Kentucky
$359K -$1.36K -16 -0.4%
Bridges Investment Management
984
Bridges Investment Management
Nebraska
$359K – – –
Global Retirement Partners
985
Global Retirement Partners
California
$358K +$2.98K +35 +0.9%
AIC
986
Archer Investment Corporation
Indiana
$358K +$353K +4,148 New
SIA
987
Strategic Investment Advisors
Michigan
$358K +$353K +4,150 New
BCA
988
Bray Capital Advisors
Florida
$357K -$23.7K -278 -6%
AWM
989
Alterna Wealth Management
Texas
$353K +$360K +4,226 New
TBA
990
Tower Bridge Advisors
Pennsylvania
$351K – – –
ARMT
991
Amica Retiree Medical Trust
Rhode Island
$351K – – –
SIC
992
Sigma Investment Counselors
Michigan
$350K -$1.34M -15,726 -79%
CA
993
Crewe Advisors
Utah
$349K – – –
Heritage Wealth Advisors
994
Heritage Wealth Advisors
Virginia
$346K – – –
RMAM
995
Raab & Moskowitz Asset Management
New Jersey
$346K – – –
1IA
996
1834 Investment Advisors
Wisconsin
$345K -$18.9K -222 -5%
MCM
997
McMillion Capital Management
North Carolina
$345K – – –
MAM
998
Morse Asset Management
Connecticut
$345K – – –
HKIM
999
Hayek Kallen Investment Management
Alabama
$345K +$1.62K +19 +0.5%
Ballentine Partners
1000
Ballentine Partners
Massachusetts
$345K +$340K +3,997 New