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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1076
CFO4Life Group
Texas
$408K -$733 -8 -0.2%
MSFP
1077
Mark Sheptoff Financial Planning
Connecticut
$408K – – –
MCM
1078
Marathon Capital Management
Maryland
$408K +$82.5K +900 +25%
CHA
1079
Carmichael Hill & Associates
Maryland
$407K +$7.33K +80 +2%
SIA
1080
Soltis Investment Advisors
Utah
$407K +$409K +4,465 New
MMG
1081
Monetary Management Group
Missouri
$404K – – –
ACP
1082
Aviance Capital Partners
Florida
$403K +$62.7K +684 +18%
IB
1083
Intrust Bank
Kansas
$401K -$24.7K -269 -6%
FCFC
1084
First Citizens Financial Corp
Iowa
$401K +$403K +4,397 New
RBC
1085
Roble Belko & Company
Pennsylvania
$398K – – –
FHC
1086
First Heartland Consultants
Missouri
$398K +$12.6K +137 +3%
BIG
1087
Boothe Investment Group
Delaware
$396K -$113K -1,228 -22%
KCM
1088
Kanawha Capital Management
Virginia
$396K +$31.3K +341 +9%
CCMG
1089
Clark Capital Management Group
Pennsylvania
$394K +$21.5K +235 +6%
NIM
1090
NuWave Investment Management
New Jersey
$392K +$47.3K +516 +14%
BBL
1091
Beck Bode LLC
Massachusetts
$390K -$80.8K -881 -17%
CPSC
1092
Carl P. Sherr & Co
Massachusetts
$390K +$392K +4,271 New
RWA
1093
River Wealth Advisors
Pennsylvania
$389K -$28.8K -314 -7%
MIC
1094
Means Investment Company
Maine
$382K +$1.56K +17 +0.4%
OCG
1095
Opus Capital Group
Ohio
$381K – – –
GCP
1096
GSA Capital Partners
United Kingdom
$381K +$383K +4,182 New
VWA
1097
Visionary Wealth Advisors
Illinois
$380K +$381K +4,160 New
LFA
1098
Lighthouse Financial Advisors
Maryland
$380K +$382K +4,170 New
AF
1099
Arrow Financial
New York
$379K -$25.7K -280 -6%
DWM
1100
Destination Wealth Management
California
$378K +$55K +600 +17%
42 43
44
45 46