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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
1451
Sierra Summit Advisors
Nevada
$314K +$35K +350 +13%
XWM
1452
Xcel Wealth Management
Florida
$312K +$60K +600 +24%
S
1453
Sunpointe
Missouri
$312K -$99.7K -997 -24%
WA1
1454
Wimmer Associates 1
California
$312K -$6.6K -66 -2%
MWP
1455
Meridian Wealth Partners
Pennsylvania
$311K +$6.8K +68 +2%
CCG
1456
Catalina Capital Group
California
$311K +$67K +670 +28%
WC
1457
Westhampton Capital
North Carolina
$310K -$101K -1,014 -25%
ACI
1458
Alpha Cubed Investments
California
$310K -$4.8K -48 -2%
JWBC
1459
J.W. Burns & Co
New York
$309K – – –
SIC
1460
Sigma Investment Counselors
Michigan
$308K – – –
ECM
1461
Evergreen Capital Management
Washington
$308K +$44.1K +441 +17%
MGAM
1462
McGowan Group Asset Management
Texas
$308K +$3.7K +37 +1%
WAG
1463
Wiser Advisor Group
Arizona
$308K +$21.5K +215 +8%
PIM
1464
Plato Investment Management
Australia
$308K – – –
RSWM
1465
Robertson Stephens Wealth Management
California
$307K +$2.9K +29 +1%
LIA
1466
LSP Investment Advisors
New York
$307K – – –
MAM
1467
McLean Asset Management
Virginia
$307K +$42.7K +427 +17%
BBNB
1468
Baker Boyer National Bank
Washington
$306K – – –
EB
1469
Exchange Bank
California
$305K – – –
BSSFA
1470
Baron Silver Stevens Financial Advisors
Florida
$305K -$16.8K -168 -5%
JWM
1471
Jackson Wealth Management
Florida
$305K – – –
BFA
1472
Buttonwood Financial Advisors
Maryland
$305K -$100K -1,000 -25%
LC
1473
Lindbrook Capital
California
$305K +$96.6K +966 +47%
CW
1474
Channel Wealth
California
$303K -$13.1K -131 -4%
TIM
1475
Thor Investment Management
Ohio
$303K +$3.5K +35 +1%
57 58
59
60 61