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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
1301
Sullivan, Bruyette, Speros & Blaney
Virginia
$213K -$39.7K -470 -15%
AFP
1302
Ausdal Financial Partners
Iowa
$213K -$35.7K -422 -14%
ACM
1303
AlphaStar Capital Management
North Carolina
$213K -$19K -225 -8%
IWS
1304
Insight Wealth Strategies
California
$213K +$7.77K +92 +4%
ICM
1305
IMS Capital Management
Oregon
$212K +$224K +2,650 New
V
1306
VeraBank
Texas
$212K +$224K +2,652 New
FVWA
1307
Foster Victor Wealth Advisors
South Carolina
$211K +$676 +8 +0.3%
PWM
1308
PBMares Wealth Management
Virginia
$210K -$28.3K -335 -11%
AA
1309
Advisory Alpha
Michigan
$210K -$25.3K -300 -11%
BRA
1310
Bender Robert & Associates
California
$210K -$8.87K -105 -4%
CCA
1311
Cobblestone Capital Advisors
New York
$210K +$12.3K +145 +6%
ITIM
1312
Indiana Trust & Investment Management
Indiana
$208K – – –
JIC
1313
Joel Isaacson & Co
New York
$208K – – –
BOS
1314
Bank of Stockton
California
$208K +$221K +2,619 New
PK
1315
Pflug Koory
Nebraska
$206K -$12.7K -150 -5%
BCP
1316
Blue Chip Partners
Michigan
$206K +$1.94K +23 +0.9%
SC
1317
Steph & Co
Wisconsin
$206K +$21.5K +255 +11%
DWM
1318
Dakota Wealth Management
Florida
$206K +$217K +2,570 New
OC
1319
Oarsman Capital
Wisconsin
$205K -$27K -319 -11%
WPP
1320
Whalerock Point Partners
Rhode Island
$205K -$1.1K -13 -0.5%
NAM
1321
NorthCoast Asset Management
Connecticut
$205K +$84 +1 +0%
CBT
1322
Capital Bank & Trust
California
$204K – – –
EIM
1323
Essex Investment Management
Massachusetts
$204K – – –
BWCS
1324
Beirne Wealth Consulting Services
Connecticut
$204K +$591 +7 +0.3%
VA
1325
Valmark Advisers
Ohio
$203K +$215K +2,541 New
51 52
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