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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1201
McKinley Carter Wealth Services
West Virginia
$454K +$1.36K +15 +0.3%
TIA
1202
Traphagen Investment Advisors
New Jersey
$454K +$182 +2 +0%
WEG
1203
World Equity Group
Illinois
$451K -$84.1K -925 -17%
LWA
1204
Lantern Wealth Advisors
New York
$450K +$422K +4,642 New
VFP
1205
Verus Financial Partners
Virginia
$450K +$85.8K +943 +25%
SAM
1206
Smartleaf Asset Management
Massachusetts
$448K +$419K +4,607 New
HI
1207
Hudock Inc
Pennsylvania
$448K +$819 +9 +0.2%
NFG
1208
Nations Financial Group
Iowa
$447K +$43.7K +481 +12%
EWA
1209
ERTS Wealth Advisors
Michigan
$447K +$7K +77 +2%
GIP
1210
Greatmark Investment Partners
Georgia
$446K +$16.6K +182 +4%
PSFG
1211
Prairie Sky Financial Group
Illinois
$446K -$46K -506 -10%
CBT
1212
Central Bank & Trust
Kentucky
$444K +$216K +2,372 +108%
DWT
1213
Dorsey & Whitney Trust
South Dakota
$443K -$65.6K -721 -14%
WP
1214
WealthPLAN Partners
Nebraska
$443K -$35K -385 -8%
BWM
1215
Birchcreek Wealth Management
Ohio
$442K -$24.4K -268 -6%
SGK
1216
Steigerwald Gordon & Koch
Virginia
$441K -$25.6K -281 -6%
CAM
1217
Campion Asset Management
Virginia
$441K – – –
FCP
1218
Fidelis Capital Partners
Florida
$439K -$86.9K -955 -17%
RC
1219
Roundview Capital
New Jersey
$438K +$187K +2,054 +83%
CT
1220
Clearstead Trust
Maine
$437K -$13.7K -151 -3%
RFA
1221
Register Financial Advisors
Georgia
$435K +$273 +3 +0.1%
GWM
1222
Gray Wealth Management
Maine
$435K -$101K -1,109 -20%
MIC
1223
Means Investment Company
Maine
$434K -$8K -88 -2%
HFAS
1224
Hummer Financial Advisory Services
Illinois
$434K – – –
CB
1225
Centennial Bank
Arkansas
$434K +$5.91K +65 +1%
47 48
49
50 51