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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1501
SeaBridge Investment Advisors
New Jersey
$24K – – –
FWM
1502
Focused Wealth Management
New York
$23K +$7.61K +83 +48%
RG
1503
Retirement Group
California
$23K +$23.2K +253 New
EWP
1504
Engrave Wealth Partners
Texas
$23K +$23.3K +254 New
TFA
1505
Tobias Financial Advisors
Florida
$23K +$23.9K +261 New
PWMG
1506
Prestige Wealth Management Group
New Jersey
$22K -$1.01K -11 -4%
JFA
1507
JNBA Financial Advisors
Minnesota
$22K – – –
LD
1508
Lipe & Dalton
New York
$22K – – –
ME
1509
McIlrath & Eck
Washington
$22K – – –
LWA
1510
Lowe Wealth Advisors
Maryland
$21K – – –
BCI
1511
Brinker Capital Investments
Pennsylvania
$21K +$733 +8 +4%
HR
1512
Howe & Rusling
New York
$21K +$16.9K +184 +368%
TC
1513
Trust Company
Kansas
$20K – – –
RWM
1514
Raffa Wealth Management
District of Columbia
$18.4K – – –
AIS
1515
Accurate Investment Solutions
Pennsylvania
$18K -$4.4K -48 -19%
RWG
1516
Regal Wealth Group
California
$18K – – –
SJIM
1517
St. Johns Investment Management
Florida
$18K +$10.6K +116 +136%
NC
1518
NewSquare Capital
Pennsylvania
$17K – – –
SIAP
1519
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K +$92 +1 +0.5%
CP
1520
Corbenic Partners
Pennsylvania
$16K +$16K +174 New
TPWA
1521
TRUE Private Wealth Advisors
Oregon
$16K +$16.2K +177 New
FEG
1522
Financial Enhancement Group
Indiana
$15K – – –
RTC
1523
Riverview Trust Company
Washington
$15K – – –
FWM
1524
Filbrandt Wealth Management
Wisconsin
$15K +$15.3K +167 New
GIC
1525
Gantzert Investment Company
Illinois
$14K – – –
59 60
61
62 63