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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
1351
Point72 Hong Kong
Hong Kong
$18K +$17.4K +205 New
RWM
1352
Raffa Wealth Management
District of Columbia
$17.4K – – –
RWG
1353
Regal Wealth Group
California
$17K – – –
CC
1354
Claybrook Capital
Massachusetts
$17K +$16.9K +198 New
WDL
1355
Well Done LLC
Michigan
$17K +$16.9K +198 New
PGWM
1356
Parisi Gray Wealth Management
New Jersey
$16K -$87.2K -1,025 -85%
GWA
1357
Guidant Wealth Advisors
Illinois
$16K – – –
SIAP
1358
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$85 +1 +0.6%
PWM
1359
PRW Wealth Management
Massachusetts
$15K +$14.6K +171 New
MFT
1360
Moisand Fitzgerald Tamayo
Florida
$15K +$14.8K +174 New
BCI
1361
Brinker Capital Investments
Pennsylvania
$14K – – –
WA
1362
WealthTrust-Arizona
Arizona
$14K +$12.9K +152 +3,040%
GIC
1363
Gantzert Investment Company
Illinois
$13K +$12.8K +150 New
WOC
1364
West Oak Capital
California
$12.2K – – –
MIM
1365
Macroview Investment Management
Maryland
$12K – – –
FEG
1366
Financial Enhancement Group
Indiana
$11K – – –
LFG
1367
LifePlan Financial Group
Ohio
$11K – – –
LJHT
1368
Laurie J. Hall Trustee
$10K – – –
SMG
1369
Spectrum Management Group
Indiana
$10K – – –
BI
1370
Bramshill Investments
Florida
$10K +$9.62K +113 New
SCA
1371
Stuart Chaussee & Associates
California
$10K +$9.87K +116 New
CYG
1372
Clean Yield Group
Vermont
$10K +$9.96K +117 New
GT
1373
Glenmede Trust
Pennsylvania
$9.2K +$85K +999 +0.9%
ACM
1374
AUA Capital Management
Pennsylvania
$9K – – –
PA
1375
Perennial Advisors
New York
$9K – – –
53 54
55
56 57