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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
1151
Hurlow Wealth Management Group
Indiana
$237K +$235K +2,762 New
PK
1152
Pflug Koory
Nebraska
$236K – – –
FMP
1153
Financial Management Professionals
Texas
$235K – – –
MCM
1154
Mengis Capital Management
Oregon
$235K – – –
SWP
1155
Strategic Wealth Partners
Ohio
$232K -$5.96K -70 -3%
BRA
1156
Bender Robert & Associates
California
$232K -$2.13K -25 -0.9%
PP
1157
Pegasus Partners
Wisconsin
$230K – – –
MA
1158
Mutual Advisors
Nebraska
$230K +$13.3K +156 +6%
CG
1159
Colony Group
Massachusetts
$230K +$227K +2,663 New
LA
1160
LVW Advisors
New York
$228K -$470K -5,518 -68%
NSG
1161
Nalls Sherbakoff Group
Tennessee
$228K +$225K +2,640 New
PIP
1162
Peachtree Investment Partners
Florida
$228K +$225K +2,645 New
RWP
1163
RWA Wealth Partners
Massachusetts
$226K -$33.8K -397 -13%
PWLP
1164
Prio Wealth Limited Partnership
Massachusetts
$226K -$596 -7 -0.3%
KWMG
1165
King Wealth Management Group
Florida
$226K – – –
GVAG
1166
Great Valley Advisor Group
Delaware
$226K +$223K +2,617 New
PIM
1167
Penobscot Investment Management
Massachusetts
$225K -$51.1K -600 -19%
SHCM
1168
Stokes & Hubbell Capital Management
Louisiana
$225K -$41K -482 -16%
PFBT
1169
Parkside Financial Bank & Trust
Missouri
$225K +$15.3K +180 +7%
CCC
1170
Chelsea Counsel Company
California
$223K -$51.1K -600 -19%
ERIM
1171
Eagle Ridge Investment Management
Connecticut
$221K -$13.5K -159 -6%
MFW
1172
Mosaic Family Wealth
Missouri
$220K -$51.1K -600 -19%
EIM
1173
Essex Investment Management
Massachusetts
$220K -$5.36K -63 -2%
PAS
1174
Partnervest Advisory Services
California
$218K +$215K +2,523 New
FEM
1175
Fulcrum Equity Management
Texas
$218K +$215K +2,529 New
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