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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1151
Financial Management Professionals
Texas
$339K -$275 -3 -0.1%
DAC
1152
Dividend Assets Capital
South Carolina
$339K – – –
FAM
1153
Flaharty Asset Management
Florida
$339K +$58.8K +641 +21%
CA
1154
Claro Advisors
Massachusetts
$338K +$5.23K +57 +2%
FQ
1155
First Quadrant
California
$337K -$376K -4,100 -53%
SAM
1156
SignalPoint Asset Management
Missouri
$337K -$14.5K -158 -4%
IWC
1157
Integrated Wealth Concepts
Massachusetts
$336K +$21K +229 +7%
HL
1158
HeadInvest LLC
Maine
$335K – – –
NCM
1159
Novare Capital Management
North Carolina
$335K +$337K +3,671 New
OWA
1160
Outlook Wealth Advisors
Texas
$334K -$253K -2,755 -43%
IP
1161
Isthmus Partners
Wisconsin
$334K – – –
W
1162
Wealthquest
Ohio
$334K +$3.39K +37 +1%
WANY
1163
Wealthspire Advisors (New York)
New York
$334K +$131K +1,431 +64%
MCWS
1164
McKinley Carter Wealth Services
West Virginia
$331K -$1.65K -18 -0.5%
MGIM
1165
M&G Investment Management
United Kingdom
$331K +$333K +3,632 New
SC
1166
Steph & Co
Wisconsin
$331K +$333K +3,634 New
FVWA
1167
Foster Victor Wealth Advisors
South Carolina
$330K -$15.4K -168 -4%
MC
1168
Mathes Company
New York
$328K – – –
MSWMA
1169
Market Street Wealth Management Advisors
Indiana
$327K -$11.5K -125 -3%
MWM
1170
Meridian Wealth Management
Kentucky
$324K +$26.9K +293 +9%
BIA
1171
Bigelow Investment Advisors
Maine
$323K – – –
KLCM
1172
KG&L Capital Management
Louisiana
$323K +$325K +3,550 New
JWBC
1173
J.W. Burns & Co
New York
$321K +$45.6K +497 +16%
PFBT
1174
Parkside Financial Bank & Trust
Missouri
$320K +$66.3K +723 +26%
XF
1175
XML Financial
Maryland
$319K +$321K +3,498 New
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