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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
976
V Wealth Advisors
Kansas
$687K +$48.2K +511 +7%
DI
977
DFPG Investments
Utah
$687K +$490K +5,197 +226%
CIA
978
Cape Investment Advisory
Georgia
$683K +$55K +583 +8%
PAMG
979
Patton Albertson Miller Group
Tennessee
$681K -$203K -2,153 -22%
HNWAG
980
High Net Worth Advisory Group
Florida
$679K -$54.9K -582 -7%
FAIM
981
Financial Advocates Investment Management
Washington
$678K +$85K +901 +14%
WFG
982
Wills Financial Group
Virginia
$678K +$49.7K +527 +8%
HCM
983
Hodges Capital Management
Texas
$677K -$781K -8,274 Closed
KA
984
Kovack Advisors
Florida
$677K +$27.5K +291 +4%
CD
985
Chapin Davis
Maryland
$677K – – –
OIA
986
Optimum Investment Advisors
Illinois
$676K -$23.6K -250 -3%
FCB
987
First Command Bank
Texas
$675K -$31.2K -331 -4%
FCFS
988
First Command Financial Services
Texas
$675K -$31.2K -331 -4%
IFG
989
Independent Financial Group
California
$672K +$69.3K +734 +11%
CGL
990
Clarius Group LLC
Washington
$669K +$76.4K +809 +12%
LSA
991
Leonteq Securities AG
Switzerland
$667K +$526K +5,576 +301%
PEA
992
Park Edge Advisors
Ohio
$664K -$17.6K -186 -2%
CAAS
993
Capital Asset Advisory Services
Michigan
$662K +$12.4K +131 +2%
CWP
994
Concord Wealth Partners
Virginia
$656K +$140K +1,485 +25%
RPCONE
995
Retirement Planning Company of New England
Rhode Island
$651K +$4.15K +44 +0.6%
SL
996
Salomon & Ludwin
Virginia
$650K – – –
ACM
997
Adalta Capital Management
New York
$647K – – –
AMBIA
998
Allen Mooney & Barnes Investment Advisors
Georgia
$645K +$33.7K +357 +5%
ACM
999
AlphaStar Capital Management
North Carolina
$645K -$78.2K -829 -10%
PFGIA
1000
Patriot Financial Group Insurance Agency
Massachusetts
$644K +$44.3K +469 +7%
38 39
40
41 42