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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1176
Steigerwald Gordon & Koch
Virginia
$436K -$2.83K -30 -0.6%
WI
1177
Wintrust Investments
Illinois
$436K +$2.36K +25 +0.5%
HWA
1178
Heritage Wealth Advisors
Virginia
$436K – – –
ST
1179
Spinnaker Trust
Maine
$435K -$5.66K -60 -1%
MIC
1180
Means Investment Company
Maine
$435K -$4.06K -43 -0.9%
PCS
1181
Personal CFO Solutions
New Jersey
$435K -$55.2K -585 -11%
CFO
1182
Callan Family Office
Pennsylvania
$434K -$15.5K -164 -3%
AC
1183
ASB Consultores
Florida
$432K +$57.6K +610 +15%
WFM
1184
Wolff Financial Management
Michigan
$432K – – –
AWM
1185
Accurate Wealth Management
Florida
$431K -$38.6K -409 -8%
BFC
1186
Bedel Financial Consulting
Indiana
$431K +$849 +9 +0.2%
TIA
1187
Traphagen Investment Advisors
New Jersey
$430K +$160K +1,700 +55%
MSFP
1188
Mark Sheptoff Financial Planning
Connecticut
$429K -$22K -233 -5%
CAM
1189
Cypress Asset Management
Texas
$429K -$7.08K -75 -2%
TIA
1190
Tiemann Investment Advisors
California
$429K +$22.7K +240 +5%
SP
1191
Symmetry Partners
Connecticut
$429K – – –
CI
1192
Conning Inc
Connecticut
$429K -$56.6K -600 -11%
GL
1193
Graypoint LLC
New York
$428K +$139K +1,469 +44%
GP
1194
Girard Partners
Pennsylvania
$428K -$29.4K -311 -6%
SF
1195
Slagle Financial
Illinois
$428K +$450K +4,771 New
WEG
1196
World Equity Group
Illinois
$427K +$450K +4,763 New
FMB
1197
Field & Main Bank
Kentucky
$424K +$6.13K +65 +1%
CF
1198
Centaurus Financial
California
$420K -$395K -4,188 -47%
WA
1199
Waddell & Associates
Tennessee
$419K +$440K +4,667 New
HS
1200
Horan Securities
United States
$418K +$214K +2,264 +94%
46 47
48
49 50