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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1026
Advisortrust Partners
North Carolina
$1.09M +$1.14M +9,301 New
SCI
1027
Stableford Capital II
Arizona
$1.09M +$14.3K +117 +1%
PFSC
1028
Peoples Financial Services Corp
Pennsylvania
$1.09M -$5.62K -46 -0.5%
KFS
1029
Keynote Financial Services
Connecticut
$1.08M – – –
EPM
1030
Elm Partners Management
Pennsylvania
$1.08M +$10.1K +83 +0.9%
FNBOO
1031
First National Bank of Omaha
Nebraska
$1.08M -$2.13M -17,403 -65%
VAM
1032
Verity Asset Management
North Carolina
$1.08M +$1.22K +10 +0.1%
BPWM
1033
BCS Private Wealth Management
New Jersey
$1.08M +$19.5K +160 +2%
PFGIA
1034
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M +$53.7K +440 +5%
AB
1035
Atlas Brown
Kentucky
$1.08M -$117K -955 -9%
RAG
1036
RIA Advisory Group
Iowa
$1.08M +$860K +7,040 +330%
EWM
1037
Evermay Wealth Management
Virginia
$1.07M -$134K -1,099 -11%
FMB
1038
Field & Main Bank
Kentucky
$1.07M -$10.4K -85 -0.9%
SCM
1039
Sollinda Capital Management
Florida
$1.07M -$27.1K -222 -2%
SWM
1040
Sculati Wealth Management
Michigan
$1.07M -$40.9K -335 -4%
MW
1041
Marble Wealth
Alabama
$1.06M +$1.1M +9,040 New
FCP
1042
Fidelis Capital Partners
Florida
$1.05M +$177K +1,450 +19%
EWA
1043
EverSource Wealth Advisors
Alabama
$1.05M -$71.1K -582 -6%
AA
1044
Ancora Advisors
Ohio
$1.05M +$131K +1,072 +14%
IPWA
1045
International Private Wealth Advisors
California
$1.05M +$294K +2,411 +37%
ISL
1046
Ingalls & Snyder LLC
New York
$1.05M -$55.8K -457 -5%
JCFM
1047
JBR Co Financial Management
Oklahoma
$1.04M -$15.3K -125 -1%
KA
1048
Kovack Advisors
Florida
$1.04M +$356K +2,912 +49%
ACM
1049
Allred Capital Management
Texas
$1.04M +$24.8K +203 +2%
TWM
1050
Thrive Wealth Management
Pennsylvania
$1.03M +$50.9K +417 +5%
40 41
42
43 44