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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1251
Wealth Management Associates
New Jersey
$777K -$10K -80 -1%
CI
1252
CacheTech Inc
Utah
$777K +$369K +2,954 +99%
NP
1253
NorthRock Partners
Minnesota
$775K -$53.4K -427 -7%
AIA
1254
Arbor Investment Advisors
North Carolina
$774K +$258K +2,067 +54%
SC
1255
Steph & Co
Wisconsin
$773K -$5.75K -46 -0.8%
FCH
1256
Freestone Capital Holdings
Washington
$770K +$12.4K +99 +2%
MO
1257
McMillan Office
Michigan
$768K – – –
AC
1258
Avestar Capital
New York
$768K +$89.4K +715 +14%
MSFS
1259
Main Street Financial Solutions
Pennsylvania
$767K +$338K +2,703 +86%
MCM
1260
Monument Capital Management
Virginia
$766K -$76K -608 -9%
VH
1261
Visionary Horizons
Tennessee
$764K -$41.8K -334 -5%
GB
1262
Goepper Burkhardt
South Carolina
$764K -$77.5K -620 -10%
RFA
1263
Register Financial Advisors
Georgia
$763K +$70.3K +562 +11%
CCM
1264
CFO Capital Management
Connecticut
$763K -$6.25K -50 -0.9%
CWS
1265
Cypress Wealth Services
California
$757K +$17.1K +137 +2%
HNWAG
1266
High Net Worth Advisory Group
Florida
$755K – – –
GSWM
1267
Golden State Wealth Management
California
$753K -$73.9K -591 -9%
GEA
1268
Glen Eagle Advisors
New Jersey
$753K -$14K -112 -2%
AAB
1269
ABN AMRO Bank
Netherlands
$753K +$185K +1,480 +35%
WSC
1270
Wellington Shields & Co
New York
$753K – – –
AF
1271
Alerus Financial
North Dakota
$753K +$574K +4,594 +398%
MMG
1272
Monetary Management Group
Missouri
$751K – – –
RC
1273
Roundview Capital
New Jersey
$749K -$42.8K -342 -6%
PPWP
1274
Premier Path Wealth Partners
New Jersey
$748K +$86.6K +693 +14%
KCIC
1275
Kuhn & Co Investment Counsel
Illinois
$744K +$500 +4 +0.1%
49 50
51
52 53