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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1101
Personal CFO Solutions
New Jersey
$581K +$5.19K +50 +1%
CF
1102
Centaurus Financial
California
$577K -$10.2K -98 -2%
CGH
1103
CMG Global Holdings
Texas
$577K -$1.56K -15 -0.3%
GIA
1104
Guyasuta Investment Advisors
Pennsylvania
$577K +$43.1K +415 +9%
PFC
1105
Phocas Financial Corp
California
$575K – – –
RCM
1106
RB Capital Management
Nevada
$569K +$1.87K +18 +0.4%
DE
1107
Day & Ennis
Georgia
$568K -$23K -221 -4%
ALAM
1108
Asahi Life Asset Management
Japan
$568K +$323K +3,110 +157%
BFIM
1109
Beese Fulmer Investment Management
Ohio
$566K -$47.8K -460 -8%
CA
1110
CoreCap Advisors
Michigan
$566K +$185K +1,779 +54%
IFG
1111
Independent Financial Group
California
$565K -$2.39K -23 -0.5%
CWM
1112
Curi Wealth Management
North Carolina
$562K +$831 +8 +0.2%
PFGIA
1113
Patriot Financial Group Insurance Agency
Massachusetts
$562K +$32K +308 +7%
ICG
1114
InterOcean Capital Group
Tennessee
$561K +$522K +5,024 New
NP
1115
NorthRock Partners
Minnesota
$560K -$24K -231 -4%
MSFP
1116
Mark Sheptoff Financial Planning
Connecticut
$560K +$31.2K +300 +6%
ZCA
1117
Zeke Capital Advisors
Pennsylvania
$560K +$521K +5,013 New
ACS
1118
Archford Capital Strategies
Illinois
$559K +$127K +1,224 +33%
CFA
1119
CWS Financial Advisors
Michigan
$558K +$12.2K +117 +2%
AWA
1120
Arkadios Wealth Advisors
Georgia
$557K +$22.1K +213 +4%
ABC
1121
Associated Banc-Corp
Wisconsin
$554K -$14.6K -141 -3%
GIA
1122
Gladstone Institutional Advisory
Florida
$553K +$53.9K +519 +12%
FIA
1123
Foundations Investment Advisors
Arizona
$551K +$72.6K +699 +17%
FWP
1124
Firethorn Wealth Partners
Georgia
$550K -$5.71K -55 -1%
DSC
1125
Duncker Streett & Co
Missouri
$549K -$33.8K -325 -6%
43 44
45
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