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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACGA
1101
Atlanta Consulting Group Advisors
Georgia
$863K -$2.71K -23 -0.3%
MFA
1102
Mayflower Financial Advisors
Massachusetts
$863K +$25.5K +216 +3%
SC
1103
Syon Capital
California
$862K +$287K +2,436 +50%
ZIM
1104
Zacks Investment Management
Illinois
$858K +$373K +3,163 +77%
PAI
1105
Pittenger & Anderson Inc
Nebraska
$856K – – –
MGIA
1106
Moneta Group Investment Advisors
Missouri
$854K +$101K +856 +13%
KA
1107
KLCM Advisors
Wisconsin
$852K -$157K -1,332 -16%
MS
1108
Madden Securities
Texas
$852K -$83K -703 -9%
MA
1109
McGrath & Associates
North Carolina
$849K +$18.6K +158 +2%
RWM
1110
Revisor Wealth Management
Ohio
$846K +$409K +3,466 +94%
KFA
1111
Kapstone Financial Advisors
Ohio
$840K +$89.6K +759 +12%
MFGM
1112
Marshall Financial Group (Maryland)
Maryland
$839K -$45.9K -389 -5%
AFG
1113
Albion Financial Group
Utah
$831K – – –
CAI
1114
Capital Advisors Inc
Oklahoma
$828K -$91.6K -776 -10%
AV
1115
Alamea Verwaltungs
New Jersey
$827K -$108K -916 -12%
CI
1116
CX Institutional
Indiana
$821K +$43.2K +366 +6%
SIS
1117
Sound Income Strategies
Florida
$819K +$594K +5,034 +264%
FCP
1118
Fidelis Capital Partners
Florida
$818K +$15.5K +131 +2%
AWA
1119
Arete Wealth Advisors
Illinois
$816K -$115K -976 -12%
AIC
1120
Archer Investment Corporation
Indiana
$815K +$1.18K +10 +0.1%
WT
1121
Washington Trust
Rhode Island
$813K +$31.4K +266 +4%
PA
1122
Prossimo Advisors
California
$811K -$20.5K -174 -2%
VVP
1123
Venture Visionary Partners
Ohio
$808K +$41.7K +353 +5%
WFG
1124
Wills Financial Group
Virginia
$807K +$472 +4 +0.1%
JGUA
1125
John G. Ullman & Associates
New York
$806K -$17.1K -145 -2%
43 44
45
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