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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1176
GTS Securities
Florida
$528K +$527K +5,264 New
CAG
1177
Crestwood Advisors Group
Massachusetts
$526K -$46K -460 -8%
DWM
1178
Diversify Wealth Management
Utah
$524K +$473K +4,724 New
SLT
1179
St Louis Trust
Missouri
$522K – – –
SCM
1180
Saxony Capital Management
Missouri
$522K +$45.4K +454 +10%
AF
1181
Apexium Financial
Texas
$519K +$4.3K +43 +0.8%
HI
1182
Hudock Inc
Pennsylvania
$518K +$38.9K +389 +8%
CFO
1183
CVA Family Office
Colorado
$518K +$5.6K +56 +1%
TVM
1184
True Vision MN
Minnesota
$518K -$700 -7 -0.1%
FDDB
1185
Fidelity D&D Bancorp
Pennsylvania
$518K – – –
XF
1186
XML Financial
Maryland
$517K -$117K -1,171 -18%
WDA
1187
Wendell David Associates
New Hampshire
$515K – – –
GWAG
1188
Garrett Wealth Advisory Group
Texas
$513K +$5.2K +52 +1%
OWA
1189
Octavia Wealth Advisors
Ohio
$513K +$101K +1,012 +25%
FI
1190
Finivi Inc
Massachusetts
$509K +$508K +5,082 New
BFA
1191
Bill Few Associates
Pennsylvania
$509K -$600 -6 -0.1%
GWM
1192
Gray Wealth Management
Maine
$508K +$29.2K +292 +6%
HI
1193
Hendershot Investments
Virginia
$507K +$7.4K +74 +1%
AIM
1194
Aspen Investment Management
Michigan
$507K -$17.5K -175 -3%
CI
1195
Conning Inc
Connecticut
$506K +$28.2K +282 +6%
CHA
1196
Carmichael Hill & Associates
Maryland
$506K +$800 +8 +0.2%
AAIM
1197
Asset Advisors Investment Management
Georgia
$506K +$505K +5,044 New
KC
1198
Kingfisher Capital
North Carolina
$504K +$800 +8 +0.2%
WIC
1199
Wilkins Investment Counsel
Massachusetts
$504K -$12K -120 -2%
NAG
1200
Northstar Advisory Group
New Jersey
$503K +$265K +2,654 +112%
46 47
48
49 50