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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
1326
Northstar Advisory Group
New Jersey
$564K – – –
BFC
1327
Blue Fin Capital
Rhode Island
$563K – – –
MCWS
1328
McKinley Carter Wealth Services
West Virginia
$562K -$52.2K -442 -8%
CS
1329
Capital Square
Tennessee
$560K +$19K +161 +3%
CC
1330
Centiva Capital
New York
$560K +$560K +4,745 New
GSWA
1331
Good Steward Wealth Advisors
Tennessee
$559K -$272K -2,306 -33%
KP
1332
Keel Point
Alabama
$558K +$128K +1,088 +30%
FFBTD
1333
First Financial Bank - Trust Division
Ohio
$558K -$76.8K -651 -12%
WC
1334
Waterloo Capital
Texas
$557K -$50.3K -426 -8%
GI
1335
Gradient Investments
Minnesota
$556K +$148K +1,257 +36%
PPWP
1336
Premier Path Wealth Partners
New Jersey
$554K +$84.4K +715 +18%
QIM
1337
Quantitative Investment Management
Virginia
$552K +$31.9K +270 +6%
AAIM
1338
Asset Advisors Investment Management
Georgia
$551K – – –
RCM
1339
Radnor Capital Management
Pennsylvania
$551K – – –
BFS
1340
Bard Financial Services
Connecticut
$549K -$23.6K -200 -4%
PWAM
1341
Pinnacle West Asset Management
Wyoming
$547K -$590 -5 -0.1%
PCM
1342
Princeton Capital Management
New Jersey
$543K +$118 +1 +0%
GSWM
1343
Golden State Wealth Management
California
$542K +$62.7K +531 +13%
PSFG
1344
Prairie Sky Financial Group
Illinois
$542K – – –
GIP
1345
Greatmark Investment Partners
Georgia
$542K – – –
NPFS
1346
Novak & Powell Financial Services
Florida
$541K +$354 +3 +0.1%
TIA
1347
Traphagen Investment Advisors
New Jersey
$539K -$11.7K -99 -2%
CCA
1348
Childress Capital Advisors
Texas
$539K +$153K +1,298 +40%
FBB
1349
Fulton Breakefield Broenniman
Maryland
$538K +$49.6K +420 +10%
DAM
1350
Doheny Asset Management
California
$537K – – –
52 53
54
55 56