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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
1301
HighPoint Advisor Group
Illinois
$717K +$112K +889 +19%
BFA
1302
Bill Few Associates
Pennsylvania
$716K +$64.3K +510 +10%
KP
1303
Keel Point
Alabama
$716K -$67.4K -534 -9%
EC
1304
EntryPoint Capital
New York
$713K +$711K +5,636 New
AC
1305
Avestar Capital
New York
$713K -$28.9K -229 -4%
MA
1306
MBA Advisors
Pennsylvania
$713K +$9.71K +77 +1%
BHWM
1307
Bar Harbor Wealth Management
New Hampshire
$712K -$2.52K -20 -0.4%
BWM
1308
BCGM Wealth Management
Indiana
$712K +$32.9K +261 +5%
JRPIM
1309
Journey Retirement Planning & Investment Management
Idaho
$707K +$89.1K +706 +14%
WIM
1310
WealthPlan Investment Management
Nebraska
$706K +$43.8K +347 +7%
FFBTD
1311
First Financial Bank - Trust Division
Ohio
$706K +$31.4K +249 +5%
FSA
1312
Financial Security Advisor
Virginia
$706K -$115K -909 -14%
SAG
1313
SageView Advisory Group
California
$704K -$13.1K -104 -2%
PCM
1314
Palisade Capital Management
New Jersey
$701K +$20.4K +162 +3%
PVM
1315
Palogic Value Management
Texas
$701K – – –
IBOK
1316
Independence Bank of Kentucky
Kentucky
$700K -$3.53K -28 -0.5%
EGA
1317
E&G Advisors
Texas
$697K – – –
NP
1318
NorthRock Partners
Minnesota
$697K -$52.1K -413 -7%
KCP
1319
Kera Capital Partners
California
$696K +$340K +2,699 +97%
TPA
1320
Trivium Point Advisory
Connecticut
$695K -$98.4K -780 -12%
GCP
1321
GSA Capital Partners
United Kingdom
$695K +$693K +5,490 New
CFO
1322
CVA Family Office
Colorado
$693K +$1.01K +8 +0.1%
DWML
1323
Decker Wealth Management LLC
Tennessee
$693K – – –
KWM
1324
Kassira Wealth Management
Tennessee
$689K +$145K +1,148 +27%
PE
1325
PCM Encore
Colorado
$686K -$8.96K -71 -1%
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