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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1501
Forum Financial Management
Illinois
$424K +$100K +820 +29%
SEIA
1502
Signature Estate & Investment Advisors
California
$423K -$25.2K -206 -5%
BOPW
1503
Brandywine Oak Private Wealth
Pennsylvania
$423K – – –
UCI
1504
Uncommon Cents Investing
Wisconsin
$423K +$4.88K +40 +1%
DCM
1505
DGS Capital Management
New Jersey
$423K +$182K +1,491 +70%
QCIG
1506
Quad-Cities Investment Group
Iowa
$422K -$855 -7 -0.2%
AC
1507
Aldebaran Capital
Indiana
$422K – – –
CL
1508
CVFG LLC
Indiana
$422K +$43.7K +358 +11%
HDA
1509
Harold Davidson & Associates
California
$422K -$9.16K -75 -2%
TPWA
1510
TRUE Private Wealth Advisors
Oregon
$420K +$1.1K +9 +0.3%
IAMOG
1511
Investors Asset Management of Georgia
Georgia
$420K -$1.1K -9 -0.3%
MWM
1512
Mindset Wealth Management
Indiana
$418K +$26.9K +220 +7%
AWM
1513
Absher Wealth Management
North Carolina
$418K -$14.9K -122 -3%
VFP
1514
Verus Financial Partners
Virginia
$418K +$244 +2 +0.1%
GAMC
1515
Garner Asset Management Corp
Texas
$418K -$27.8K -228 -6%
FWCM
1516
Ferguson Wellman Capital Management
Oregon
$415K -$17.3K -142 -4%
AA
1517
Acorns Advisers
California
$414K +$70.5K +577 +20%
CCFM
1518
Clear Creek Financial Management
Washington
$412K +$66.1K +541 +18%
AWM
1519
Avior Wealth Management
Nebraska
$412K +$44.6K +365 +12%
KWMG
1520
King Wealth Management Group
Florida
$412K -$31K -254 -7%
WC
1521
Westhampton Capital
North Carolina
$411K +$49.6K +406 +13%
SFP
1522
Sandbox Financial Partners
Maryland
$410K -$3.42K -28 -0.8%
JBI
1523
John Boyer Inc
Florida
$409K +$3.66K +30 +0.9%
OCA
1524
OpenArc Corporate Advisory
Georgia
$408K +$425K +3,484 New
VDC
1525
Van Diest Capital
Iowa
$408K +$425K +3,483 New
59 60
61
62 63