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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1451
VSM Wealth Advisory
Maryland
$439K – – –
QCIG
1452
Quad-Cities Investment Group
Iowa
$439K +$798 +7 +0.2%
SAM
1453
Secure Asset Management
Michigan
$438K +$160K +1,402 +64%
AIS
1454
AM Investment Strategies
Tennessee
$438K +$798 +7 +0.2%
MIP
1455
Marietta Investment Partners
Wisconsin
$437K – – –
BW
1456
BXM Wealth
Colorado
$436K -$1.94K -17 -0.5%
FCA
1457
FLC Capital Advisors
California
$435K – – –
EWA
1458
ERTS Wealth Advisors
Michigan
$435K -$12.9K -113 -3%
C
1459
Certuity
Florida
$434K +$20.2K +177 +5%
BCG
1460
BayBridge Capital Group
California
$434K -$826K -7,247 -67%
SIC
1461
Sterling Investment Counsel
New York
$433K +$33.2K +291 +9%
TCBWMS
1462
Texas Capital Bank Wealth Management Services
Texas
$433K +$404K +3,547 New
CFG
1463
Clayton Financial Group
Missouri
$431K +$342 +3 +0.1%
AF
1464
Aldebaran Financial
$431K -$1.48K -13 -0.4%
HDA
1465
Harold Davidson & Associates
California
$431K +$59.3K +520 +17%
PP
1466
PDS Planning
Ohio
$430K +$16.8K +147 +4%
SAM
1467
Smith Asset Management
Florida
$429K -$13.7K -120 -3%
MFWP
1468
Mosaic Family Wealth Partners
Missouri
$427K +$23.6K +207 +6%
AWAP
1469
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$425K -$6.16K -54 -2%
FCH
1470
Freestone Capital Holdings
Washington
$425K +$130K +1,143 +49%
VFP
1471
Verus Financial Partners
Virginia
$424K +$228 +2 +0.1%
BFG
1472
Birch Financial Group
New Hampshire
$424K +$396K +3,478 New
GBT
1473
Grove Bank & Trust
Florida
$423K -$266K -2,331 -40%
TPWA
1474
TRUE Private Wealth Advisors
Oregon
$423K +$19.4K +170 +5%
CW
1475
Code Waechter
Florida
$422K +$394K +3,456 New
57 58
59
60 61