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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1176
King Wealth Management Group
Florida
$377K +$100 +1 +0%
MCM
1177
McRae Capital Management
New Jersey
$377K +$502 +5 +0.1%
PFBT
1178
Parkside Financial Bank & Trust
Missouri
$375K -$6.73K -67 -2%
RMDI
1179
R.M. Davis Inc
Maine
$375K +$9.44K +94 +3%
TGAM
1180
TBH Global Asset Management
Tennessee
$375K +$382K +3,800 New
AL
1181
Aspiriant LLC
California
$374K +$67.8K +675 +22%
DWM
1182
Destination Wealth Management
California
$371K -$74.3K -740 -16%
GIP
1183
Greatmark Investment Partners
Georgia
$371K – – –
CIS
1184
Connors Investor Services
Pennsylvania
$371K +$20.1K +200 +6%
GIA
1185
Gladstone Institutional Advisory
Florida
$371K +$50.2K +500 +15%
AWM
1186
Accel Wealth Management
Iowa
$369K -$67.6K -673 -15%
PWSG
1187
Pacific Wealth Strategies Group
California
$369K -$6.63K -66 -2%
MAP
1188
Milestone Advisory Partners
North Carolina
$368K – – –
RMAM
1189
Raab & Moskowitz Asset Management
New Jersey
$368K – – –
AF
1190
Advisornet Financial
Minnesota
$363K -$13.2K -131 -3%
AW
1191
ACG Wealth
Georgia
$362K -$115K -1,146 -24%
ET
1192
Equitable Trust
Tennessee
$361K +$12.1K +120 +3%
SIC
1193
Sigma Investment Counselors
Michigan
$359K -$7.84K -78 -2%
AFP
1194
Ausdal Financial Partners
Iowa
$359K +$8.14K +81 +2%
MCWS
1195
McKinley Carter Wealth Services
West Virginia
$358K -$2.51K -25 -0.7%
DPI
1196
Diversified Portfolios Inc
Michigan
$357K – – –
IPW
1197
IronBridge Private Wealth
Texas
$357K – – –
VFP
1198
Verus Financial Partners
Virginia
$357K +$31K +309 +10%
BTW
1199
Boston Trust Walden
Massachusetts
$356K – – –
WA1
1200
Wimmer Associates 1
California
$355K +$3.01K +30 +0.8%
46 47
48
49 50