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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1001
Nicolet Advisory Services
Wisconsin
$438K +$3.73K +41 +0.9%
RWA
1002
River Wealth Advisors
Pennsylvania
$438K +$13.9K +153 +3%
HWM
1003
Holloway Wealth Management
Florida
$437K – – –
RCM
1004
Radnor Capital Management
Pennsylvania
$434K – – –
TLP
1005
Trinity Legacy Partners
Texas
$434K +$55.4K +609 +15%
QCG
1006
Quadrant Capital Group
Ohio
$430K +$12.4K +136 +3%
CG
1007
CFO4Life Group
Texas
$429K -$16.2K -178 -4%
MSFP
1008
Mark Sheptoff Financial Planning
Connecticut
$429K +$11.8K +130 +3%
DJSG
1009
D.J. St. Germain
Massachusetts
$427K +$18.1K +199 +5%
LSPW
1010
Lake Street Private Wealth
Illinois
$426K -$48.4K -532 -11%
AF
1011
Arrow Financial
New York
$425K – – –
MMG
1012
Monetary Management Group
Missouri
$425K +$68.3K +750 +20%
AAIM
1013
Asset Advisors Investment Management
Georgia
$424K +$107K +1,172 +36%
SGK
1014
Steigerwald Gordon & Koch
Virginia
$422K – – –
ED
1015
Exane Derivatives
France
$421K – – –
CHA
1016
Carmichael Hill & Associates
Maryland
$420K +$546 +6 +0.1%
SFI
1017
SPC Financial Inc
Maryland
$420K +$10.7K +118 +3%
3C
1018
361 Capital
Colorado
$420K +$399K +4,383 New
WA
1019
Wambolt & Associates
Colorado
$419K -$13.2K -145 -3%
RBC
1020
Roble Belko & Company
Pennsylvania
$418K – – –
CGL
1021
Clarius Group LLC
Washington
$410K +$50.6K +556 +15%
DLA
1022
Douglas Lane & Associates
New York
$408K +$156K +1,713 +67%
FHC
1023
First Heartland Consultants
Missouri
$405K -$33.1K -364 -8%
BEAM
1024
Baker Ellis Asset Management
Washington
$403K – – –
CBU
1025
CIBC Bank USA
Illinois
$402K -$2.91K -32 -0.8%
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