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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1401
Provident Wealth Management
Tennessee
$202K – – –
MPCG
1402
Matrix Private Capital Group
New York
$202K +$204K +2,206 New
CPA
1403
Capital Planning Advisors
California
$201K +$203K +2,195 New
PWM
1404
PBMares Wealth Management
Virginia
$201K +$203K +2,196 New
XWM
1405
Xcel Wealth Management
Florida
$201K +$204K +2,206 New
CCA
1406
Column Capital Advisors
Indiana
$200K – – –
RHFI
1407
Reilly Herbert Faulkner III
$200K +$202K +2,189 New
IFAM
1408
Institutional & Family Asset Management
Colorado
$199K – – –
CA
1409
Clearstead Advisors
Ohio
$196K +$23.8K +257 +14%
DAC
1410
Dividend Assets Capital
South Carolina
$194K +$196K +2,116 New
MCM
1411
McMillion Capital Management
North Carolina
$194K +$196K +2,122 New
SBSB
1412
Sullivan, Bruyette, Speros & Blaney
Virginia
$192K – – –
MCA
1413
Mercer Capital Advisers
New Jersey
$188K – – –
RDFA
1414
Ritter Daniher Financial Advisory
Ohio
$185K +$187K +2,025 New
BAM
1415
Barrett Asset Management
New York
$183K – – –
VBCG
1416
Valley Brook Capital Group
Pennsylvania
$183K +$185K +1,999 New
AF
1417
Advisornet Financial
Minnesota
$182K -$2.31K -25 -1%
PFO
1418
Pathstone Family Office
New Jersey
$181K +$162K +1,746 +749%
PB
1419
Pinnacle Bancorp
Nebraska
$179K – – –
PCIA
1420
Prime Capital Investment Advisors
Kansas
$177K -$1.33M -14,340 -88%
LWM
1421
Liberty Wealth Management
California
$176K +$23.8K +257 +16%
FP
1422
Financial Perspectives
Minnesota
$176K – – –
SCM
1423
Silvant Capital Management
Georgia
$173K – – –
MCM
1424
MV Capital Management
Maryland
$173K +$24.6K +266 +16%
KTC
1425
Kistler-Tiffany Companies
Pennsylvania
$171K -$11.6K -125 -6%
55 56
57
58 59