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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1376
Burt Wealth Advisors
Maryland
$27K – – –
HCM
1377
Highlander Capital Management
New Jersey
$27K – – –
JWM
1378
Janiczek Wealth Management
Colorado
$27K – – –
OIA
1379
OneDigital Investment Advisors
Kansas
$26K -$47.6K -538 -65%
FWM
1380
Focused Wealth Management
New York
$25K -$7.34K -83 -23%
CH
1381
Canton Hathaway
Rhode Island
$25K – – –
HGWM
1382
Harvest Group Wealth Management
Massachusetts
$25K +$265 +3 +1%
GWA
1383
Guidant Wealth Advisors
Illinois
$25K +$8.84K +100 +53%
UB
1384
UMB Bank
Missouri
$24.5K -$216K -2,448 -0.9%
BWM
1385
BerganKDV Wealth Management
Minnesota
$24K -$23K -260 -49%
EAM
1386
Eukles Asset Management
Ohio
$23K – – –
SIA
1387
SeaBridge Investment Advisors
New Jersey
$23K – – –
CAL
1388
Capital Advisors Ltd
Ohio
$23K +$23.3K +264 New
ME
1389
McIlrath & Eck
Washington
$22K – – –
AIS
1390
Accurate Investment Solutions
Pennsylvania
$22K +$177 +2 +0.8%
AC
1391
Avestar Capital
New York
$21K -$19.9K -225 -45%
LWA
1392
Lowe Wealth Advisors
Maryland
$21K – – –
LD
1393
Lipe & Dalton
New York
$21K +$21.5K +243 New
PWP
1394
Personal Wealth Partners
Minnesota
$20K +$20.2K +228 New
EWM
1395
Elmwood Wealth Management
California
$20K +$20.5K +232 New
TC
1396
Trust Company
Kansas
$19K – – –
PWMG
1397
Prestige Wealth Management Group
New Jersey
$18K – – –
BC
1398
Barnett & Company
Tennessee
$17K -$32.9K -372 -66%
NC
1399
NewSquare Capital
Pennsylvania
$17K -$3.54K -40 -17%
RWG
1400
Regal Wealth Group
California
$17K – – –
54 55
56
57 58