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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
1176
Houlihan Financial Resource Group
Virginia
$300K +$254K +3,087 New
HBT
1177
Hills Bank & Trust
Iowa
$296K -$128K -1,551 -32%
CA
1178
Claro Advisors
Massachusetts
$296K -$45.9K -557 -14%
WA
1179
Winfield Associates
Ohio
$296K +$275K +3,337 New
SLT
1180
St Louis Trust
Missouri
$295K – – –
MCWS
1181
McKinley Carter Wealth Services
West Virginia
$295K +$742 +9 +0.3%
CIS
1182
Connors Investor Services
Pennsylvania
$294K – – –
IAIM
1183
International Assets Investment Management
Florida
$294K +$25.8K +313 +10%
OIA
1184
OneDigital Investment Advisors
Kansas
$292K -$166K -2,013 -38%
LAS
1185
Lloyd Advisory Services
Georgia
$292K -$25.6K -311 -9%
LF
1186
Lantz Financial
Illinois
$289K -$824 -10 -0.3%
BB
1187
Berkshire Bank
Massachusetts
$289K +$269K +3,267 New
PWLP
1188
Prio Wealth Limited Partnership
Massachusetts
$288K -$3.38K -41 -1%
PIP
1189
Peachtree Investment Partners
Florida
$287K -$6.43K -78 -2%
IWS
1190
Insight Wealth Strategies
California
$287K +$47.5K +576 +22%
HS
1191
Haafor (Singapore)
Singapore
$286K +$15.7K +190 +6%
XF
1192
XML Financial
Maryland
$285K -$8.74K -106 -3%
WPP
1193
Whalerock Point Partners
Rhode Island
$284K -$188K -2,277 -89%
ET
1194
Equitable Trust
Tennessee
$284K – – –
CAAS
1195
Capital Asset Advisory Services
Michigan
$283K -$76.7K -930 -23%
BONST
1196
Bank of Nova Scotia Trust
Ontario, Canada
$283K -$330 -4 -0.1%
AFP
1197
Ausdal Financial Partners
Iowa
$283K +$42.9K +520 +19%
CC
1198
Cadinha & Co
Hawaii
$281K -$247 -3 -0.1%
AA
1199
Apriem Advisors
California
$281K +$3.71K +45 +1%
GA
1200
Greytown Advisors
Florida
$281K +$261K +3,169 New
46 47
48
49 50