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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1201
Diversify Wealth Management
Utah
$598K +$26K +234 +5%
HI
1202
Hudock Inc
Pennsylvania
$597K +$1.11K +10 +0.2%
FDDB
1203
Fidelity D&D Bancorp
Pennsylvania
$596K – – –
FIM
1204
Fruth Investment Management
Texas
$593K -$74.5K -669 -11%
CF
1205
Centaurus Financial
California
$593K -$17.7K -159 -3%
WDA
1206
Wendell David Associates
New Hampshire
$593K – – –
AF
1207
Apexium Financial
Texas
$592K -$4.67K -42 -0.8%
WA
1208
WBH Advisory
Maryland
$592K -$29.8K -268 -5%
GWM
1209
Gray Wealth Management
Maine
$591K +$6.57K +59 +1%
PCA
1210
Prosperity Capital Advisors
Ohio
$591K +$196K +1,757 +52%
FI
1211
Finivi Inc
Massachusetts
$590K +$4.01K +36 +0.7%
CAG
1212
Crestwood Advisors Group
Massachusetts
$588K -$16.3K -146 -3%
KC
1213
Kingfisher Capital
North Carolina
$586K +$5.57K +50 +1%
NL
1214
NWAM LLC
Washington
$586K +$566K +5,082 New
MG
1215
Mather Group
Illinois
$586K -$965K -8,667 -63%
BFA
1216
Bill Few Associates
Pennsylvania
$585K – – –
JWA
1217
JFS Wealth Advisors
Pennsylvania
$584K +$550K +4,942 +3,922%
HI
1218
Hendershot Investments
Virginia
$583K – – –
GFP
1219
Gryphon Financial Partners
Ohio
$583K +$43.7K +393 +8%
CHA
1220
Carmichael Hill & Associates
Maryland
$583K +$890 +8 +0.2%
NAG
1221
Northstar Advisory Group
New Jersey
$583K +$3.78K +34 +0.7%
AIM
1222
Aspen Investment Management
Michigan
$582K -$1.45K -13 -0.3%
PFA
1223
Petra Financial Advisors
Colorado
$582K +$64.1K +576 +13%
AAIM
1224
Asset Advisors Investment Management
Georgia
$582K – – –
FWP
1225
Firethorn Wealth Partners
Georgia
$581K -$34.8K -313 -6%
47 48
49
50 51