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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1476
Community Financial Services Group
Vermont
$525K +$55.6K +441 +12%
WP
1477
Westmount Partners
California
$525K +$13.9K +110 +3%
SL
1478
Salomon & Ludwin
Virginia
$524K -$3.53K -28 -0.7%
PA
1479
PFG Advisors
Arizona
$523K -$45.7K -362 -8%
FDW
1480
Fourth Dimension Wealth
Ohio
$523K +$43.8K +347 +9%
AIM
1481
Advyzon Investment Management
Illinois
$522K +$63.5K +503 +14%
RZH
1482
Relyea Zuckerberg Hanson
Connecticut
$521K +$14.4K +114 +3%
MCM
1483
Marathon Capital Management
Maryland
$520K – – –
CBB
1484
Citizens Business Bank
California
$518K -$16.1K -128 -3%
CMAI
1485
Capital Management Associates Inc
Minnesota
$517K -$7.57K -60 -1%
ABC
1486
Associated Banc-Corp
Wisconsin
$516K -$12.1K -96 -2%
MCG
1487
McCollum Christoferson Group
New York
$516K – – –
ERSOT
1488
Employees Retirement System of Texas
Texas
$516K +$514K +4,074 New
PFA
1489
Peak Financial Advisors
Colorado
$516K +$2.52K +20 +0.5%
PPC
1490
Park Place Capital
Alabama
$515K -$883 -7 -0.2%
BW
1491
BXM Wealth
Colorado
$515K +$162K +1,288 +46%
KIA
1492
Knollwood Investment Advisory
Maryland
$513K – – –
TGAM
1493
TBH Global Asset Management
Tennessee
$513K -$37.8K -300 -7%
AIS
1494
AM Investment Strategies
Tennessee
$513K +$883 +7 +0.2%
CWM
1495
Carolina Wealth Management
North Carolina
$513K +$511K +4,050 New
FH
1496
FWG Holdings
Florida
$513K +$16.1K +128 +3%
AFG
1497
Allegheny Financial Group
Pennsylvania
$512K +$505 +4 +0.1%
PWMG
1498
Pinnacle Wealth Management Group
Michigan
$512K – – –
BCG
1499
Breakwater Capital Group
New Jersey
$512K -$13.1K -104 -3%
GHAM
1500
Gilman Hill Asset Management
Connecticut
$508K -$28.4K -225 -5%
58 59
60
61 62