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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1376
Southland Equity Partners
Missouri
$613K -$2.38K -19 -0.4%
AAIM
1377
Asset Advisors Investment Management
Georgia
$612K – – –
LAM
1378
L2 Asset Management
Massachusetts
$612K +$65.9K +527 +13%
SIS
1379
Sound Income Strategies
Florida
$611K -$391K -3,130 -40%
MSA
1380
Marathon Strategic Advisors
Pennsylvania
$611K – – –
ZIM
1381
Zacks Investment Management
Illinois
$611K -$156K -1,247 -21%
DA
1382
Denali Advisors
California
$607K +$13.1K +105 +2%
RCM
1383
Radnor Capital Management
Pennsylvania
$606K – – –
BOJHT
1384
Bank of Jackson Hole Trust
Wyoming
$605K +$58.8K +470 +11%
PCM
1385
Princeton Capital Management
New Jersey
$605K -$2.88K -23 -0.5%
PAMG
1386
Patton Albertson Miller Group
Tennessee
$603K -$25.1K -201 -4%
CAL
1387
Capital Analysts LLC
Pennsylvania
$603K -$68.3K -546 -11%
TF
1388
Thayer Financial
North Carolina
$603K +$94K +752 +20%
OPA
1389
Old Port Advisors
Maine
$602K -$1.97M -15,729 -77%
FFM
1390
Forum Financial Management
Illinois
$602K +$123K +982 +27%
WCM
1391
Washington Capital Management
Washington
$602K – – –
NPFS
1392
Novak & Powell Financial Services
Florida
$601K +$375 +3 +0.1%
CW
1393
Code Waechter
Florida
$601K -$32.1K -257 -5%
ORC
1394
O'Rourke & Company
Massachusetts
$599K +$1.38K +11 +0.2%
BFC
1395
Bedel Financial Consulting
Indiana
$598K -$6.38K -51 -1%
MFWP
1396
Mosaic Family Wealth Partners
Missouri
$597K +$116K +928 +26%
DAM
1397
Doheny Asset Management
California
$596K – – –
NAG
1398
Northstar Advisory Group
New Jersey
$593K -$19.4K -155 -3%
OCM
1399
One Capital Management
California
$590K +$43.1K +345 +8%
JE
1400
JMAC Enterprises
Pennsylvania
$589K +$50K +400 +10%
54 55
56
57 58