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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1226
Kovack Advisors
Florida
$219K -$6.63K -75 -3%
MFG
1227
Magnus Financial Group
New York
$217K – – –
IFWM
1228
Institute for Wealth Management
Colorado
$217K +$19.9K +225 +10%
LSAG
1229
Lake Street Advisors Group
New Hampshire
$217K +$217K +2,455 New
NCM
1230
Novare Capital Management
North Carolina
$216K -$280K -3,166 -56%
DBT
1231
Dubuque Bank & Trust
Iowa
$216K – – –
SCI
1232
S&CO Inc
Massachusetts
$215K – – –
CAM
1233
Cubic Asset Management
Massachusetts
$215K +$619 +7 +0.3%
FMWA
1234
Forvis Mazars Wealth Advisors
Missouri
$214K -$51.5K -583 -19%
CCFCSB
1235
Cape Cod Five Cents Savings Bank
Massachusetts
$214K -$7.07K -80 -3%
BL
1236
BFSG LLC
California
$211K +$9.46K +107 +5%
BAM
1237
Berkshire Asset Management
Pennsylvania
$211K +$211K +2,386 New
MCM
1238
Manchester Capital Management
Vermont
$208K – – –
FWM
1239
Foresight Wealth Management
Utah
$207K – – –
GCA
1240
Greenwood Capital Associates
South Carolina
$207K – – –
NPF
1241
Norris Perne & French
Michigan
$206K +$206K +2,332 New
SIG
1242
Sargent Investment Group
Maryland
$205K – – –
HFA
1243
High Falls Advisors
New York
$204K – – –
SWA
1244
Sutton Wealth Advisors
Florida
$204K +$884 +10 +0.4%
MFG
1245
Monte Financial Group
Connecticut
$203K -$3.18K -36 -2%
SCM
1246
Silvant Capital Management
Georgia
$203K – – –
PWP
1247
Principle Wealth Partners
Connecticut
$203K +$203K +2,300 New
AC
1248
Abbrea Capital
California
$203K +$204K +2,306 New
SCM
1249
Stellar Capital Management
Arizona
$202K – – –
PV
1250
Private Vista
Illinois
$202K +$3.8K +43 +2%
48 49
50
51 52