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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1401
Cubic Asset Management
Massachusetts
$215K – – –
LRPA
1402
L. Roy Papp & Associates
Arizona
$215K – – –
PWM
1403
Provident Wealth Management
Tennessee
$215K – – –
HWM
1404
HFR Wealth Management
New York
$214K – – –
LWP
1405
Lumature Wealth Partners
Georgia
$214K – – –
VBCG
1406
Valley Brook Capital Group
Pennsylvania
$214K – – –
NFG
1407
Nations Financial Group
Iowa
$213K +$9.84K +95 +5%
IFAM
1408
Institutional & Family Asset Management
Colorado
$212K – – –
CA
1409
Clearstead Advisors
Ohio
$212K +$14K +135 +7%
LA
1410
LexAurum Advisors
Kansas
$211K +$223K +2,158 New
SLWS
1411
Swaine & Leidel Wealth Services
Florida
$211K +$224K +2,167 New
AG
1412
AlphaSimPlex Group
Massachusetts
$210K -$285K -2,749 -56%
DY
1413
Dowling & Yahnke
California
$210K +$222K +2,147 New
PWPS
1414
Pinnacle Wealth Planning Services
Ohio
$210K +$223K +2,151 New
6M
1415
6 Meridian
Kansas
$205K -$5.7M -55,064 -96%
CCM
1416
Coldstream Capital Management
Washington
$205K -$2.65M -25,575 -92%
MAM
1417
McLean Asset Management
Virginia
$205K +$206K +1,986 New
SRC
1418
Shufro Rose & Co
New York
$205K +$217K +2,100 New
RCA
1419
Ranch Capital Advisors
Florida
$204K -$20.7K -200 -9%
CCA
1420
Column Capital Advisors
Indiana
$204K – – –
MCM
1421
MV Capital Management
Maryland
$204K +$7.56K +73 +4%
MCM
1422
McMillion Capital Management
North Carolina
$204K +$217K +2,092 New
ZIM
1423
Zacks Investment Management
Illinois
$204K +$217K +2,093 New
AAS
1424
Annex Advisory Services
Wisconsin
$203K -$49.1K -474 -19%
CAAS
1425
Capital Asset Advisory Services
Michigan
$203K -$13.3K -128 -6%
55 56
57
58 59