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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1401
Meridian Investment Counsel
California
$319K +$14.2K +150 +5%
AC
1402
Abbrea Capital
California
$318K – – –
CIA
1403
Cladis Investment Advisory
Montana
$318K – – –
CIS
1404
Connors Investor Services
Pennsylvania
$318K -$31.6K -333 -9%
SF
1405
Slagle Financial
Illinois
$317K -$343K -3,612 -52%
GI
1406
GAMMA Investing
California
$316K +$5.79K +61 +2%
RWP
1407
Revolve Wealth Partners
New Jersey
$316K +$4.84K +51 +2%
EP
1408
Eudaimonia Partners
Tennessee
$316K -$37.6K -396 -11%
PAI
1409
Pittenger & Anderson Inc
Nebraska
$314K – – –
PHWM
1410
Pine Harbor Wealth Management
Maryland
$314K – – –
AFAS
1411
Acorn Financial Advisory Services
Virginia
$314K -$93.5K -986 -23%
SIG
1412
Sargent Investment Group
Maryland
$314K +$308K +3,245 New
MWA
1413
Muirfield Wealth Advisors
North Carolina
$314K -$17.1K -180 -5%
FH
1414
FWG Holdings
Florida
$313K +$4.08K +43 +1%
LIA
1415
LBMC Investment Advisors
Tennessee
$313K -$222K -2,341 -42%
SCA
1416
Stokes Capital Advisors
South Carolina
$313K +$9.96K +105 +3%
BSSFA
1417
Baron Silver Stevens Financial Advisors
Florida
$311K +$20.8K +219 +7%
RT
1418
Rockland Trust
Massachusetts
$309K -$2.28K -24 -0.7%
CCA
1419
Cravens & Co Advisors
Tennessee
$308K -$12K -127 -4%
WA1
1420
Wimmer Associates 1
California
$307K – – –
CAM
1421
Cypress Asset Management
Texas
$307K – – –
H
1422
HoyleCohen
California
$307K +$190 +2 +0.1%
WPW
1423
Waldron Private Wealth
Pennsylvania
$307K -$95 -1 -0%
NMG
1424
New Millennium Group
Utah
$306K +$193K +2,039 +181%
CFS
1425
CRA Financial Services
New Jersey
$306K +$6.83K +72 +2%
55 56
57
58 59