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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1101
Personal CFO Solutions
New Jersey
$554K -$3.63K -33 -0.6%
ACM
1102
AlphaCrest Capital Management
New York
$554K +$569K +5,171 New
SIM
1103
Sentry Investment Management
Wisconsin
$553K -$111K -1,005 -16%
GTCM
1104
Gyon Technologies Capital Management
New Jersey
$553K -$69.7K -634 -11%
CWM
1105
C2C Wealth Management
Arizona
$553K – – –
TW
1106
TrinityPoint Wealth
Connecticut
$552K -$62.5K -568 -10%
FPGK
1107
Financial Partners Group (Kansas)
Kansas
$552K -$20.6K -187 -4%
PFC
1108
Phocas Financial Corp
California
$552K – – –
PA
1109
Probity Advisors
Texas
$551K -$22.5K -205 -4%
ACG
1110
Allen Capital Group
Nebraska
$549K +$140K +1,273 +33%
SGK
1111
Steigerwald Gordon & Koch
Virginia
$547K +$33.4K +304 +6%
LSPW
1112
Lake Street Private Wealth
Illinois
$545K -$42.9K -390 -7%
FWP
1113
Firethorn Wealth Partners
Georgia
$545K +$3.41K +31 +0.6%
BFIM
1114
Beese Fulmer Investment Management
Ohio
$543K – – –
PFT
1115
Providence First Trust
Arizona
$543K +$126K +1,145 +29%
LI
1116
Lafayette Investments
Maryland
$541K -$192K -1,750 -26%
ABC
1117
Associated Banc-Corp
Wisconsin
$540K +$8.25K +75 +2%
CBT
1118
CoreFirst Bank & Trust
Kansas
$540K +$22K +200 +4%
AWM
1119
Accurate Wealth Management
Florida
$538K -$26.2K -238 -5%
MSFP
1120
Mark Sheptoff Financial Planning
Connecticut
$538K – – –
ZCA
1121
Zeke Capital Advisors
Pennsylvania
$537K – – –
CFA
1122
CWS Financial Advisors
Michigan
$536K +$110 +1 +0%
DSC
1123
Duncker Streett & Co
Missouri
$528K +$660 +6 +0.1%
AWA
1124
Arkadios Wealth Advisors
Georgia
$524K -$10.6K -96 -2%
VWA
1125
Visionary Wealth Advisors
Illinois
$522K -$1.32K -12 -0.2%
43 44
45
46 47