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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1426
Certuity
Florida
$327K +$36.6K +366 +13%
SIC
1427
Sterling Investment Counsel
New York
$327K -$66K -660 -17%
FH
1428
FWG Holdings
Florida
$327K +$800 +8 +0.3%
OKSA
1429
O'Keefe Stevens Advisory
New York
$326K +$61.1K +611 +23%
PAI
1430
Pittenger & Anderson Inc
Nebraska
$326K – – –
AFAS
1431
Acorn Financial Advisory Services
Virginia
$325K -$400 -4 -0.1%
LIA
1432
LBMC Investment Advisors
Tennessee
$325K +$100 +1 +0%
SIG
1433
Sargent Investment Group
Maryland
$324K -$1K -10 -0.3%
HGA
1434
Hobbs Group Advisors
South Carolina
$324K +$323K +3,228 New
OWM
1435
OneAscent Wealth Management
Alabama
$323K -$219K -2,190 -40%
CIG
1436
Cascade Investment Group
Colorado
$321K -$20K -200 -6%
MA
1437
MCF Advisors
Kentucky
$321K +$18K +180 +6%
CAS
1438
CTC Alternative Strategies
Illinois
$321K +$85K +850 +36%
TCA
1439
Transcend Capital Advisors
New Jersey
$320K -$19.2K -192 -6%
PP
1440
PDS Planning
Ohio
$320K +$32.6K +326 +11%
CFS
1441
Commonwealth Financial Services
West Virginia
$318K -$163K -1,631 -34%
AC
1442
Apella Capital
Connecticut
$318K +$83.4K +834 +36%
LBA
1443
Letko, Brosseau & Associates
Quebec, Canada
$318K +$6.9K +69 +2%
CFS
1444
CRA Financial Services
New Jersey
$317K – – –
SAM
1445
Summit Asset Management
Tennessee
$316K +$3.6K +36 +1%
WIM
1446
WealthPlan Investment Management
Nebraska
$316K – – –
RWP
1447
Revolve Wealth Partners
New Jersey
$316K -$11.4K -114 -3%
FA
1448
Fagan Associates
New York
$316K +$17K +170 +6%
STA
1449
Smith Thornton Advisors
Alabama
$316K +$315K +3,149 New
CI
1450
CX Institutional
Indiana
$314K +$17.4K +174 +6%
56 57
58
59 60