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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1526
Wealthcare Capital Management
Virginia
$14K +$4.58K +50 +51%
LWM
1527
Lionsbridge Wealth Management
Florida
$14K +$15K +164 New
CAM
1528
Columbia Asset Management
Michigan
$13.7K +$120K +1,312 +10%
LFG
1529
LifePlan Financial Group
Ohio
$12K – – –
BEI
1530
Benjamin Edwards Inc
Missouri
$12K +$183 +2 +2%
HF
1531
Halpern Financial
Virginia
$11.2K +$11.3K +123 New
LJHT
1532
Laurie J. Hall Trustee
$11K – – –
MIM
1533
Macroview Investment Management
Maryland
$11K – – –
SMG
1534
Spectrum Management Group
Indiana
$11K – – –
SCA
1535
Stuart Chaussee & Associates
California
$11K – – –
CWA
1536
Capital Wealth Alliance
Arizona
$11K +$9.9K +108 New
CCM
1537
Cribstone Capital Management
Maine
$10K -$65.6K -716 -87%
ACM
1538
AUA Capital Management
Pennsylvania
$9K – – –
CDIA
1539
Capital Directions Investment Advisors
Georgia
$9K – – –
JPLA
1540
Joseph P. Lucia & Associates
New York
$9K – – –
SFPG
1541
Stonebridge Financial Planning Group
Florida
$9K +$8.62K +94 New
EWA
1542
Evolution Wealth Advisors
Florida
$9K +$9.35K +102 New
TCM
1543
TD Capital Management
Tennessee
$8K -$40.4K -441 -83%
TI
1544
Truehand Inc
New Hampshire
$8K – – –
TCWM
1545
Total Clarity Wealth Management
Illinois
$8K +$7.88K +86 New
LPWM
1546
Lake Point Wealth Management
Texas
$8K +$8.25K +90 New
SGAM
1547
Smith Group Asset Management
Texas
$7K – – –
AP
1548
Americana Partners
Texas
$7K +$7.24K +79 New
WAS
1549
Winch Advisory Services
Wisconsin
$6K -$6.14K -67 -52%
BC
1550
Barnett & Company
Tennessee
$6K -$92 -1 -1%
60 61
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63 64