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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1251
Pinion Investment Advisors
Kansas
$415K – – –
KWMG
1252
King Wealth Management Group
Florida
$415K +$104 +1 +0%
WCA
1253
Westover Capital Advisors
Delaware
$413K -$49.1K -473 -11%
TC
1254
Toews Corporation
New Jersey
$413K +$384K +3,700 New
AT
1255
Arden Trust
Delaware
$411K -$78.8K -759 -17%
AL
1256
Aspiriant LLC
California
$410K -$27.1K -261 -7%
WA1
1257
Wimmer Associates 1
California
$408K -$3.12K -30 -0.8%
DJSG
1258
D.J. St. Germain
Massachusetts
$408K – – –
AFAS
1259
Acorn Financial Advisory Services
Virginia
$408K +$10.8K +104 +3%
TC
1260
Truvestments Capital
Florida
$407K +$1.97K +19 +0.5%
IPW
1261
IronBridge Private Wealth
Texas
$404K – – –
AMM
1262
American Money Management
California
$397K +$369K +3,556 New
UAS
1263
United Asset Strategies
New York
$396K – – –
AIS
1264
AM Investment Strategies
Tennessee
$395K +$24.9K +240 +7%
MA
1265
MCF Advisors
Kentucky
$395K +$367K +3,538 New
SWIG
1266
Strategic Wealth Investment Group
Kentucky
$391K +$15.5K +149 +4%
RWA
1267
River Wealth Advisors
Pennsylvania
$390K -$26.7K -257 -7%
ATC
1268
Adirondack Trust Company
New York
$390K +$182K +1,748 +101%
PWM
1269
PBMares Wealth Management
Virginia
$389K -$13.5K -130 -4%
CWM
1270
CarsonAllaria Wealth Management
Illinois
$389K -$104 -1 -0%
FBT
1271
First Bankers Trust
Kentucky
$388K -$34.7K -334 -9%
TC
1272
Telemus Capital
Michigan
$388K – – –
C
1273
Certuity
Florida
$387K -$439K -4,224 -55%
AA
1274
Apriem Advisors
California
$385K +$17.3K +167 +5%
GA
1275
Greytown Advisors
Florida
$382K -$656K -6,319 -65%
49 50
51
52 53