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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
1401
Norris Perne & French
Michigan
$346K -$63.8K -638 -16%
SFP
1402
Sandbox Financial Partners
Maryland
$345K +$5.3K +53 +2%
BC
1403
Burney Company
Virginia
$344K -$9.4K -94 -3%
SMA
1404
Sage Mountain Advisors
Georgia
$344K +$30.8K +308 +10%
TPWA
1405
TRUE Private Wealth Advisors
Oregon
$341K -$20.6K -206 -6%
BMC
1406
Beaton Management Company
Massachusetts
$341K -$100 -1 -0%
AC
1407
Abbrea Capital
California
$340K +$10.5K +105 +3%
CIM
1408
CIM Investment Management
Pennsylvania
$340K -$3.4K -34 -1%
KAS
1409
KPP Advisory Services
Kentucky
$339K +$28K +280 +9%
PG
1410
Prostatis Group
Maryland
$338K -$68.9K -689 -17%
QC
1411
Quent Capital
New York
$338K -$72.6K -726 -18%
PWLP
1412
Prio Wealth Limited Partnership
Massachusetts
$338K – – –
FBT
1413
First Bankers Trust
Kentucky
$338K -$2.1K -21 -0.6%
PCA
1414
Prosperity Capital Advisors
Ohio
$338K -$339K -3,391 -50%
OFS
1415
OMC Financial Services
New York
$337K +$400 +4 +0.1%
WBWA
1416
William B. Walkup & Associates
South Carolina
$337K +$336K +3,358 New
DJSG
1417
D.J. St. Germain
Massachusetts
$331K -$7.5K -75 -2%
WPW
1418
Waldron Private Wealth
Pennsylvania
$331K +$12.6K +126 +4%
MCM
1419
Marathon Capital Management
Maryland
$330K -$5K -50 -1%
FW
1420
FullCircle Wealth
Texas
$330K +$304K +3,036 New
CIA
1421
Cladis Investment Advisory
Montana
$330K – – –
MAM
1422
MWA Asset Management
Massachusetts
$329K -$5K -50 -1%
CIS
1423
Connors Investor Services
Pennsylvania
$329K – – –
MWA
1424
Muirfield Wealth Advisors
North Carolina
$328K +$3.2K +32 +1%
MFGM
1425
Marshall Financial Group (Maryland)
Maryland
$328K -$2.17M -21,659 -87%
55 56
57
58 59