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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1026
PFG Advisors
Arizona
$693K +$124K +1,192 +24%
SFI
1027
SPC Financial Inc
Maryland
$691K +$22.4K +216 +4%
BC
1028
Burney Company
Virginia
$690K -$6.13K -59 -0.9%
DA
1029
Detalus Advisors
Missouri
$690K +$208 +2 +0%
MA
1030
MBA Advisors
Pennsylvania
$689K -$74.8K -720 -10%
SIM
1031
Sentry Investment Management
Wisconsin
$688K -$104K -1,001 -14%
SFP
1032
Sandbox Financial Partners
Maryland
$684K -$33.7K -324 -5%
AIM
1033
Aspen Investment Management
Michigan
$683K – – –
PCM
1034
Princeton Capital Management
New Jersey
$680K +$104 +1 +0%
LIA
1035
LBMC Investment Advisors
Tennessee
$677K +$104 +1 +0%
FAM
1036
Formidable Asset Management
Ohio
$677K +$727 +7 +0.1%
GB
1037
Goepper Burkhardt
South Carolina
$672K -$21.4K -206 -3%
DWT
1038
Dorsey & Whitney Trust
South Dakota
$672K +$7.37K +71 +1%
EWA
1039
ERTS Wealth Advisors
Michigan
$670K -$31.3K -301 -5%
SACTSONJ
1040
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$670K – – –
XF
1041
XML Financial
Maryland
$670K +$13.8K +133 +2%
EFSCE
1042
Enterprise Financial Services Corp (EFSC)
Missouri
$666K +$13.3K +128 +2%
SPWM
1043
Schrum Private Wealth Management
Florida
$665K – – –
LB
1044
Leo Brokerage
Texas
$665K +$619K +5,956 New
EWM
1045
Elmwood Wealth Management
California
$664K -$1.04K -10 -0.2%
OPA
1046
Old Port Advisors
Maine
$664K +$8.62K +83 +1%
SFG
1047
Summit Financial Group
West Virginia
$662K -$261K -2,513 -30%
BWM
1048
BCGM Wealth Management
Indiana
$658K +$32.6K +314 +6%
QC
1049
Quent Capital
New York
$656K +$507K +4,877 +490%
FFBTD
1050
First Financial Bank - Trust Division
Ohio
$654K -$8.31K -80 -1%
40 41
42
43 44