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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1551
LifePlan Investment Advisors
North Carolina
$470K +$149K +1,180 +47%
W
1552
Wealthquest
Ohio
$469K +$24.5K +194 +6%
FWTB
1553
First Western Trust Bank
Colorado
$468K +$7.57K +60 +2%
SWM
1554
Salvus Wealth Management
New Jersey
$467K +$61.8K +490 +15%
RC
1555
Resolute Capital
South Carolina
$467K +$76.6K +607 +20%
SA
1556
Sovran Advisors
California
$466K +$80.6K +639 +22%
BC
1557
Broadwater Capital
Massachusetts
$464K – – –
CS
1558
Cannell & Spears
New York
$463K +$23.3K +185 +5%
RCA
1559
Resonant Capital Advisors
Wisconsin
$463K -$15.4K -122 -3%
SLG
1560
Stanley-Laman Group
Pennsylvania
$463K +$462K +3,660 New
AWM
1561
Absher Wealth Management
North Carolina
$462K – – –
BWM
1562
Birchcreek Wealth Management
Ohio
$460K – – –
HDA
1563
Harold Davidson & Associates
California
$459K -$505 -4 -0.1%
LOWM
1564
Laurel Oak Wealth Management
New Jersey
$458K -$13.9K -110 -3%
QCIG
1565
Quad-Cities Investment Group
Iowa
$458K -$15.6K -124 -3%
SWM
1566
Spire Wealth Management
Virginia
$457K +$23.7K +188 +5%
AC
1567
Aldebaran Capital
Indiana
$456K – – –
CCFM
1568
Clear Creek Financial Management
Washington
$455K +$14.4K +114 +3%
WA
1569
WBH Advisory
Maryland
$455K -$20.9K -166 -4%
VC
1570
Vestor Capital
Illinois
$455K +$1.12M +8,865 +640%
GAA
1571
Global Assets Advisory
Florida
$455K +$70.5K +559 +18%
FF
1572
Financial Futures
New Jersey
$455K +$631 +5 +0.1%
IAMOG
1573
Investors Asset Management of Georgia
Georgia
$454K – – –
LA
1574
LexAurum Advisors
Kansas
$454K -$12.4K -98 -3%
TAM
1575
Titleist Asset Management
Texas
$453K -$31.3K -248 -6%
61 62
63
64 65