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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1151
Persium Advisors
Georgia
$821K +$32.4K +267 +4%
HNWAG
1152
High Net Worth Advisory Group
Florida
$821K -$106K -870 -12%
LWAM
1153
Legacy Wealth Asset Management
Minnesota
$818K -$1.94K -16 -0.2%
AWM
1154
Aprio Wealth Management
Georgia
$818K +$138K +1,140 +21%
CF
1155
Claris Financial
Virginia
$816K +$146K +1,201 +22%
MFGM
1156
Marshall Financial Group (Maryland)
Maryland
$814K -$69.8K -575 -8%
HCM
1157
Howard Capital Management
Georgia
$814K +$153K +1,262 +24%
SLWA
1158
San Luis Wealth Advisors
California
$811K +$98.2K +809 +14%
IPWA
1159
International Private Wealth Advisors
California
$810K +$371K +3,054 +87%
UBV
1160
United Bank (Virginia)
Virginia
$810K -$364K -3,000 -31%
WBCM
1161
Wilson & Boucher Capital Management
California
$809K – – –
SIMG
1162
Sonora Investment Management Group
Arizona
$808K +$110K +907 +16%
SC
1163
Sapient Capital
Indiana
$805K +$3.03K +25 +0.4%
NP
1164
Nilsine Partners
Colorado
$802K +$88.7K +731 +13%
DI
1165
Diligent Investors
California
$801K – – –
OIA
1166
Optimum Investment Advisors
Illinois
$800K – – –
PJSIMP
1167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$800K +$15.8K +130 +2%
SWM
1168
Stockman Wealth Management
Montana
$799K +$4.25K +35 +0.5%
CSI
1169
Cross Staff Investments
New York
$798K – – –
SSG
1170
Summit Securities Group
New York
$797K +$718K +5,918 +1,132%
DWT
1171
Dorsey & Whitney Trust
South Dakota
$795K +$4.85K +40 +0.6%
STA
1172
Smith Thornton Advisors
Alabama
$795K -$10.3K -85 -1%
JGUA
1173
John G. Ullman & Associates
New York
$792K -$52.1K -429 -6%
DP
1174
Dearborn Partners
Illinois
$791K – – –
CF
1175
Centaurus Financial
California
$791K +$149K +1,225 +24%
45 46
47
48 49