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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
1201
Novak & Powell Financial Services
Florida
$465K +$474 +5 +0.1%
SWA
1202
Stratos Wealth Advisors
Ohio
$464K -$2.41M -25,388 -84%
PWM
1203
PBMares Wealth Management
Virginia
$464K -$42.3K -446 -9%
FBB
1204
Fulton Breakefield Broenniman
Maryland
$463K -$184K -1,942 -29%
PA
1205
Probity Advisors
Texas
$463K +$58K +611 +15%
RC
1206
Roundview Capital
New Jersey
$463K +$25.4K +268 +6%
HI
1207
Hudock Inc
Pennsylvania
$462K +$15.9K +168 +4%
SP
1208
Symmetry Partners
Connecticut
$462K – – –
GWM
1209
Gray Wealth Management
Maine
$462K +$28.2K +297 +7%
CI
1210
Conning Inc
Connecticut
$461K -$16.1K -170 -3%
UBG
1211
United Bank (Georgia)
Georgia
$461K -$74.4K -784 -14%
EFA
1212
Edge Financial Advisors
Illinois
$461K +$452K +4,767 New
RFA
1213
Rollins Financial Advisors
New York
$460K +$4.17K +44 +0.9%
BAM
1214
Blueshift Asset Management
New Jersey
$460K +$451K +4,752 New
SCM
1215
Saxony Capital Management
Missouri
$459K -$6.64K -70 -1%
DWT
1216
Dorsey & Whitney Trust
South Dakota
$455K +$13.4K +141 +3%
ATC
1217
Adirondack Trust Company
New York
$454K -$1.61K -17 -0.4%
MCWS
1218
McKinley Carter Wealth Services
West Virginia
$451K -$759 -8 -0.2%
MCA
1219
Magnolia Capital Advisors
Mississippi
$450K +$435K +4,583 New
GIA
1220
Gateway Investment Advisers
Ohio
$449K -$39.2K -413 -8%
HWA
1221
Heritage Wealth Advisors
Virginia
$447K -$10.2K -108 -2%
LWA
1222
Lantern Wealth Advisors
New York
$446K -$2.56K -27 -0.6%
TAM
1223
Tucker Asset Management
Colorado
$446K -$167K -1,757 -28%
HFAS
1224
Hummer Financial Advisory Services
Illinois
$446K +$12.6K +133 +3%
HCM
1225
Hodges Capital Management
Texas
$445K -$31.6K -333 -7%
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