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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1051
Reitz Capital Advisors
Michigan
$476K +$23K +252 +5%
EWM
1052
Elmwood Wealth Management
California
$476K +$450K +4,933 New
CT
1053
Coastline Trust
Rhode Island
$474K +$35.4K +388 +9%
AG
1054
AlphaSimPlex Group
Massachusetts
$473K -$550K -6,024 -55%
KFA
1055
Krane Funds Advisors
New York
$470K +$64.5K +707 +17%
GVAG
1056
Great Valley Advisor Group
Delaware
$467K -$58.5K -641 -12%
AW
1057
ACG Wealth
Georgia
$465K -$14.1K -154 -3%
RCM
1058
RB Capital Management
Nevada
$464K +$12.1K +133 +3%
WFM
1059
Wolff Financial Management
Michigan
$464K +$124K +1,354 +39%
QCIG
1060
Quad-Cities Investment Group
Iowa
$463K -$5.48K -60 -1%
BFM
1061
Boston Financial Management
Massachusetts
$462K -$137K -1,499 -24%
HWA
1062
Heritage Wealth Advisors
Virginia
$462K +$3.65K +40 +0.8%
QP
1063
Quilter Plc
United Kingdom
$461K -$4.02K -44 -0.9%
HPC
1064
Hobart Private Capital
North Carolina
$459K -$190K -2,079 -30%
BFC
1065
Bedel Financial Consulting
Indiana
$459K +$61K +668 +16%
JFGLC
1066
Johnson Financial Group LLC (Colorado)
Colorado
$459K +$434K +4,750 New
AMM
1067
American Money Management
California
$458K +$433K +4,740 New
ESB
1068
Essex Savings Bank
Connecticut
$456K -$20.5K -225 -4%
MIP
1069
Marietta Investment Partners
Wisconsin
$456K – – –
FPGK
1070
Financial Partners Group (Kansas)
Kansas
$456K +$274 +3 +0.1%
SAM
1071
SignalPoint Asset Management
Missouri
$456K +$1.55K +17 +0.4%
CFA
1072
CWS Financial Advisors
Michigan
$454K +$365 +4 +0.1%
FCFC
1073
First Citizens Financial Corp
Iowa
$453K +$17.8K +195 +4%
WDA
1074
Wendell David Associates
New Hampshire
$453K +$143K +1,567 +50%
BCA
1075
Bay Colony Advisors
Massachusetts
$452K +$86.1K +943 +25%
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43
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