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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1151
MinichMacGregor Wealth Management
New York
$53K -$11.8K -140 -18%
AF
1152
Allworth Financial
California
$51K -$23.5K -280 -31%
CPA
1153
Clear Perspective Advisors
Illinois
$49K -$23.5K -280 -32%
SIM
1154
Sonora Investment Management
Arizona
$48.9K – – –
CIA
1155
Cascade Investment Advisors
Oregon
$48.9K +$36.6K +435 +290%
HWP
1156
Hefty Wealth Partners
Indiana
$48K – – –
TWMP
1157
Taylor Wealth Management Partners
Massachusetts
$45K – – –
APSP
1158
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K +$420 +5 +0.9%
TDC
1159
Thompson Davis & Co
Virginia
$43K +$841 +10 +2%
AWMS
1160
Advocacy Wealth Management Services
Georgia
$39K – – –
FWM
1161
Focused Wealth Management
New York
$38K -$2.27K -27 -6%
BWA
1162
Burt Wealth Advisors
Maryland
$38K – – –
VCM
1163
Vigilant Capital Management
Maine
$38K – – –
MIP
1164
Mondrian Investment Partners
United Kingdom
$36K -$29M -345,214 -100%
DBT
1165
Dubuque Bank & Trust
Iowa
$35K -$124K -1,479 -78%
WB
1166
Webster Bank
Connecticut
$35K -$1.01K -12 -3%
AC
1167
Alexandria Capital
Virginia
$34K – – –
WAS
1168
Winch Advisory Services
Wisconsin
$33K +$16.8K +200 +105%
AIM
1169
Acrospire Investment Management
Illinois
$33K +$33.6K +400 New
TWA
1170
TCI Wealth Advisors
Arizona
$32K – – –
LJHT
1171
Laurie J. Hall Trustee
$31.3K – – –
PCP
1172
Proficio Capital Partners
Massachusetts
$31K -$841 -10 -3%
PFGIA
1173
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$2.61K -31 -8%
AI
1174
ArchPoint Investors
Florida
$30K – – –
RFWA
1175
RPg Family Wealth Advisory
Massachusetts
$29.5K +$2.27K +27 +8%
45 46
47
48 49