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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1201
Meristem Family Wealth
Minnesota
$468K -$8.93K -86 -2%
QCIG
1202
Quad-Cities Investment Group
Iowa
$468K – – –
GIP
1203
Greatmark Investment Partners
Georgia
$468K +$38.2K +368 +10%
OCG
1204
Opus Capital Group
Ohio
$465K – – –
WLIM
1205
White Lighthouse Investment Management
Massachusetts
$465K – – –
CIS
1206
Connors Investor Services
Pennsylvania
$463K – – –
WIC
1207
Wilkins Investment Counsel
Massachusetts
$460K – – –
AHC
1208
Adell Harriman & Carpenter
Texas
$458K +$23.7K +228 +6%
CPSC
1209
Carl P. Sherr & Co
Massachusetts
$458K – – –
PCIA
1210
Prime Capital Investment Advisors
Kansas
$455K – – –
KS
1211
Karpas Strategies
Connecticut
$455K +$831 +8 +0.2%
WAP
1212
Wealthcare Advisory Partners
Pennsylvania
$455K +$141K +1,354 +50%
WP
1213
WealthSource Partners
California
$453K -$17.9K -172 -4%
HIA
1214
Harbor Investment Advisory
Maryland
$453K -$14K -135 -3%
GWAG
1215
Garrett Wealth Advisory Group
Texas
$453K +$3.84K +37 +0.9%
DW
1216
Domani Wealth
Pennsylvania
$452K +$13.7K +132 +3%
ACM
1217
Alethea Capital Management
Washington
$447K -$156K -1,500 -27%
FHA
1218
Flagship Harbor Advisors
Massachusetts
$447K -$104 -1 -0%
AWM
1219
Accel Wealth Management
Iowa
$446K +$3.01K +29 +0.7%
CG
1220
CFO4Life Group
Texas
$445K +$1.35K +13 +0.3%
LFA
1221
Legacy Financial Advisors
Kentucky
$445K +$7.06K +68 +2%
RWP
1222
Revolve Wealth Partners
New Jersey
$444K +$3.43K +33 +0.8%
PWLP
1223
Prio Wealth Limited Partnership
Massachusetts
$443K -$15.6K -150 -4%
AIP
1224
Almanack Investment Partners
Pennsylvania
$443K -$12.4K -119 -3%
RMCM
1225
Reynders McVeigh Capital Management
Massachusetts
$443K +$115K +1,103 +39%
47 48
49
50 51