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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1226
Proficio Capital Partners
Massachusetts
$414K +$58.2K +589 +16%
CGH
1227
CMG Global Holdings
Texas
$413K -$86.7K -878 -17%
HI
1228
Horizon Investments
North Carolina
$412K +$60.7K +614 +17%
AWAP
1229
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$411K -$12.8K -130 -3%
BFA
1230
Bill Few Associates
Pennsylvania
$410K +$12.3K +125 +3%
GP
1231
Greenline Partners
New York
$410K -$38.5K -390 -8%
1IA
1232
1834 Investment Advisors
Wisconsin
$408K +$42.7K +432 +11%
RAG
1233
RIA Advisory Group
Iowa
$408K -$6.82K -69 -2%
GWAG
1234
Garrett Wealth Advisory Group
Texas
$407K +$4.25K +43 +1%
BCA
1235
Bray Capital Advisors
Florida
$406K -$39K -395 -9%
AC
1236
ASB Consultores
Florida
$406K +$415K +4,205 New
FPGT
1237
Financial Partners Group (Tennessee)
Tennessee
$405K – – –
PWLP
1238
Prio Wealth Limited Partnership
Massachusetts
$403K -$15.8K -160 -4%
HAIM
1239
Hunter Associates Investment Management
Pennsylvania
$403K – – –
SSA
1240
Schonfeld Strategic Advisors
New York
$402K -$3.81M -38,526 -90%
PWP
1241
Phillips Wealth Planners
Mississippi
$402K +$5.14K +52 +1%
OCG
1242
Opus Capital Group
Ohio
$402K – – –
PFBT
1243
Parkside Financial Bank & Trust
Missouri
$402K +$27.7K +280 +7%
WLIM
1244
White Lighthouse Investment Management
Massachusetts
$401K – – –
LFA
1245
LGT Financial Advisors
Texas
$401K +$411K +4,159 New
ACI
1246
Alpha Cubed Investments
California
$401K -$103K -1,043 -20%
MGAM
1247
McGowan Group Asset Management
Texas
$401K +$37.1K +376 +10%
ORC
1248
O'Rourke & Company
Massachusetts
$400K -$11.8K -119 -3%
CIS
1249
Connors Investor Services
Pennsylvania
$398K – – –
WIC
1250
Wilkins Investment Counsel
Massachusetts
$398K – – –
48 49
50
51 52