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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1151
BCGM Wealth Management
Indiana
$665K +$1.11K +10 +0.2%
IBOK
1152
Independence Bank of Kentucky
Kentucky
$665K -$12.2K -110 -2%
GEA
1153
Glen Eagle Advisors
New Jersey
$663K -$18K -162 -3%
PSB
1154
Passumpsic Savings Bank
Vermont
$662K +$445 +4 +0.1%
MMG
1155
Monetary Management Group
Missouri
$661K – – –
BIM
1156
Bridges Investment Management
Nebraska
$659K +$6.9K +62 +1%
AFP
1157
Ausdal Financial Partners
Iowa
$658K +$2.34K +21 +0.4%
FMP
1158
Financial Management Professionals
Texas
$656K -$1.78K -16 -0.3%
CWP
1159
Concord Wealth Partners
Virginia
$655K +$23K +207 +4%
KCIC
1160
Kuhn & Co Investment Counsel
Illinois
$654K -$13K -117 -2%
PCS
1161
Personal CFO Solutions
New Jersey
$654K -$4.79K -43 -0.8%
RFA
1162
Rollins Financial Advisors
New York
$652K +$146K +1,314 +30%
IAS
1163
Investment Advisory Services
Texas
$650K – – –
WSC
1164
Wellington Shields & Co
New York
$649K +$668 +6 +0.1%
CFSG
1165
Community Financial Services Group
Vermont
$646K -$6.34K -57 -1%
PA
1166
PSI Advisors
Florida
$646K -$72.3K -650 -10%
PCM
1167
Parsons Capital Management
Rhode Island
$644K – – –
APIM
1168
Agate Pass Investment Management
Washington
$644K -$34.5K -310 -5%
WIC
1169
Wilkins Investment Counsel
Massachusetts
$642K +$60.1K +540 +11%
CWS
1170
Cypress Wealth Services
California
$640K +$179K +1,609 +41%
BHC
1171
Bowen Hanes & Co
Florida
$639K – – –
PWP
1172
Phillips Wealth Planners
Mississippi
$638K -$122K -1,094 -17%
PVM
1173
Palogic Value Management
Texas
$638K – – –
GBT
1174
Grove Bank & Trust
Florida
$636K -$29.8K -268 -5%
EGA
1175
E&G Advisors
Texas
$634K -$11.1K -100 -2%
45 46
47
48 49