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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1101
Silverlake Wealth Management
Vermont
$541K +$192 +2 +0%
OL
1102
Optas LLC
Texas
$540K +$1.82K +19 +0.4%
CA
1103
Crewe Advisors
Utah
$539K -$33.4K -348 -6%
VA
1104
Valmark Advisers
Ohio
$539K +$200K +2,084 +66%
BWM
1105
BCGM Wealth Management
Indiana
$538K -$49.3K -514 -9%
PCS
1106
Personal CFO Solutions
New Jersey
$537K +$14.2K +148 +3%
ACI
1107
Alpha Cubed Investments
California
$536K +$14.5K +151 +3%
CAG
1108
Crestwood Advisors Group
Massachusetts
$535K -$188K -1,959 -27%
VT
1109
Vise Technologies
New York
$535K +$51.5K +537 +12%
HFS
1110
Horizon Financial Services
North Carolina
$535K +$768 +8 +0.2%
CWP
1111
Concord Wealth Partners
Virginia
$535K -$204K -2,120 -29%
CWM
1112
C2C Wealth Management
Arizona
$534K -$3.17K -33 -0.6%
MA
1113
MBA Advisors
Pennsylvania
$533K – – –
VIA
1114
Vident Investment Advisory
Georgia
$533K +$496K +5,171 New
FMP
1115
Financial Management Professionals
Texas
$532K +$42.5K +443 +9%
CGH
1116
CMG Global Holdings
Texas
$531K -$6.53K -68 -1%
SIM
1117
Sentry Investment Management
Wisconsin
$531K – – –
ECM
1118
Evergreen Capital Management
Washington
$531K +$27.2K +283 +6%
BFM
1119
Boston Financial Management
Massachusetts
$530K -$50.4K -525 -9%
FIBT
1120
First International Bank & Trust
North Dakota
$529K +$19.8K +206 +4%
DSC
1121
Duncker Streett & Co
Missouri
$529K +$20K +208 +4%
PCMN
1122
Paradigm Capital Management (Nevada)
Nevada
$528K -$12K -125 -2%
PWMAG
1123
Pinnacle Wealth Management Advisory Group
New Jersey
$527K +$105K +1,094 +27%
SWA
1124
Sutton Wealth Advisors
Florida
$524K -$65.2K -679 -12%
GP
1125
Girard Partners
Pennsylvania
$523K +$133K +1,381 +37%
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45
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