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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1101
Roble Belko & Company
Pennsylvania
$421K – – –
PPW
1102
Pasadena Private Wealth
California
$421K +$2.65K +29 +0.7%
SB
1103
Strategic Blueprint
Georgia
$418K -$325K -3,561 -45%
SEEDPG
1104
S.E.E.D. Planning Group
New York
$417K -$8.03K -88 -2%
BCA
1105
Bray Capital Advisors
Florida
$417K – – –
CAM
1106
Cypress Asset Management
Texas
$416K -$5.48K -60 -1%
CA
1107
Crewe Advisors
Utah
$414K – – –
TAIM
1108
TD Ameritrade Investment Management
Nebraska
$413K – – –
NFG
1109
Next Financial Group
Texas
$412K -$65.6K -719 -14%
PAMP
1110
Polar Asset Management Partners
Ontario, Canada
$410K +$387K +4,243 New
MWM
1111
Mission Wealth Management
California
$409K +$62K +679 +19%
OIA
1112
OneDigital Investment Advisors
Kansas
$408K +$3.92K +43 +1%
CT
1113
Cambridge Trust
Massachusetts
$407K -$2.28K -25 -0.6%
CPSC
1114
Carl P. Sherr & Co
Massachusetts
$407K – – –
HIA
1115
Harbor Investment Advisory
Maryland
$405K +$27.8K +305 +8%
WG
1116
Watchman Group
Texas
$404K -$27.3K -299 -7%
ACI
1117
Alpha Cubed Investments
California
$404K -$15.8K -173 -4%
MGIA
1118
Moneta Group Investment Advisors
Missouri
$404K +$382K +4,185 New
OQS
1119
Occudo Quantitative Strategies
Florida
$404K +$382K +4,185 New
MCM
1120
Marathon Capital Management
Maryland
$403K +$22.8K +250 +6%
FMWA
1121
Forvis Mazars Wealth Advisors
Missouri
$402K -$131K -1,432 -26%
LC
1122
Lavaca Capital
Texas
$402K -$14.2K -156 -4%
CF
1123
Centaurus Financial
California
$400K +$27.9K +306 +8%
GIA
1124
Guyasuta Investment Advisors
Pennsylvania
$400K +$51.7K +567 +16%
PCM
1125
Prelude Capital Management
New York
$399K +$377K +4,131 New
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