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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1251
Cypress Wealth Services
California
$398K +$21.7K +226 +6%
PTP
1252
Platform Technology Partners
New York
$398K +$41.6K +433 +13%
PWM
1253
Prosperity Wealth Management
California
$397K +$370K +3,855 New
WP
1254
WealthSource Partners
California
$397K -$2.4K -25 -0.6%
RT
1255
Rockland Trust
Massachusetts
$396K +$7.01K +73 +2%
DI
1256
Diligent Investors
California
$393K +$366K +3,816 New
ACM
1257
Advisors Capital Management
New Jersey
$393K -$154K -1,608 -30%
RMCM
1258
Reynders McVeigh Capital Management
Massachusetts
$392K -$10.8K -112 -3%
1IA
1259
1834 Investment Advisors
Wisconsin
$391K -$170K -1,775 -32%
DG
1260
DMC Group
Alabama
$391K -$5.38K -56 -1%
PWMG
1261
Pinnacle Wealth Management Group
Michigan
$390K +$4.8K +50 +1%
ACP
1262
Aveo Capital Partners
Colorado
$390K +$48.2K +502 +15%
CBT
1263
CoreFirst Bank & Trust
Kansas
$389K -$33.6K -350 -8%
GHAM
1264
Gilman Hill Asset Management
Connecticut
$389K -$48K -500 -12%
MGAM
1265
McGowan Group Asset Management
Texas
$389K +$127K +1,327 +54%
KWMG
1266
King Wealth Management Group
Florida
$389K +$96 +1 +0%
AWE
1267
Avidian Wealth Enterprises
Texas
$388K +$362K +3,767 New
BFA
1268
Buttonwood Financial Advisors
Maryland
$386K -$38.4K -400 -10%
MA
1269
MKT Advisors
California
$386K -$5.57K -58 -2%
BCMLT
1270
Beacon Capital Management LLC (Tennessee)
Tennessee
$384K -$1.82K -19 -0.5%
HI
1271
Horizon Investments
North Carolina
$382K +$110K +1,142 +45%
WP
1272
Westmount Partners
California
$382K +$356K +3,707 New
PCP
1273
Proficio Capital Partners
Massachusetts
$381K +$63.5K +662 +22%
DW
1274
Domani Wealth
Pennsylvania
$380K +$3.84K +40 +1%
AC
1275
Abbrea Capital
California
$378K +$52.8K +550 +18%
49 50
51
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