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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1001
Kovack Advisors
Florida
$677K -$3.04K -30 -0.5%
SFP
1002
Sandbox Financial Partners
Maryland
$677K +$14.4K +142 +2%
EWM
1003
EPG Wealth Management
Georgia
$673K +$7.2K +71 +1%
CAM
1004
Costello Asset Management
Pennsylvania
$671K +$166K +1,635 +34%
AWM
1005
Avior Wealth Management
Nebraska
$668K -$9.83K -97 -1%
FRA
1006
Front Row Advisors
California
$664K – – –
RA
1007
RFG Advisory
Alabama
$663K -$83.8K -827 -12%
MSS
1008
Mitchell Sinkler & Starr
Pennsylvania
$663K – – –
PAG
1009
Powers Advisory Group
Illinois
$661K +$639K +6,302 New
EWA
1010
ERTS Wealth Advisors
Michigan
$660K +$3.35K +33 +0.5%
WDA
1011
Wendell David Associates
New Hampshire
$660K +$162K +1,598 +34%
AIC
1012
Archer Investment Corporation
Indiana
$659K +$14.5K +143 +2%
IWA
1013
Intercontinental Wealth Advisors
Texas
$658K +$144K +1,425 +29%
ESB
1014
Essex Savings Bank
Connecticut
$657K – – –
CAI
1015
Capital Advisors Inc
Oklahoma
$657K +$28.4K +280 +5%
MMG
1016
Monetary Management Group
Missouri
$654K – – –
OIA
1017
OneDigital Investment Advisors
Kansas
$654K +$59.6K +588 +10%
BC
1018
Burney Company
Virginia
$654K +$276K +2,719 +77%
WSC
1019
Wellington Shields & Co
New York
$653K +$507 +5 +0.1%
GB
1020
Goepper Burkhardt
South Carolina
$653K +$20.9K +206 +3%
EH
1021
Equitable Holdings
New York
$652K -$20.9K -206 -3%
MG
1022
Mather Group
Illinois
$649K +$102K +1,011 +20%
DA
1023
Detalus Advisors
Missouri
$648K +$15.4K +152 +3%
FIM
1024
Freedom Investment Management
Connecticut
$645K -$125K -1,234 -17%
CFA
1025
Compass Financial Advisors
Indiana
$645K +$623K +6,145 New
39 40
41
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