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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1551
Delta Asset Management
Tennessee
$29K -$8.56M -92,497 -100%
DI
1552
Disciplined Investments
Oklahoma
$29K – – –
RWG
1553
Regal Wealth Group
California
$29K +$185 +2 +0.6%
HGWM
1554
Harvest Group Wealth Management
Massachusetts
$29K +$370 +4 +1%
SJIM
1555
St. Johns Investment Management
Florida
$28K +$10.2K +110 +55%
GFPC
1556
Global Financial Private Client
Florida
$27.5K – – –
MLFP
1557
MPS Loria Financial Planners
Illinois
$27K +$4.63K +50 +20%
CCC
1558
Crescent Capital Consulting
Louisiana
$27K +$27.4K +296 New
SL
1559
Savior LLC
Massachusetts
$26K – – –
DWM
1560
Defined Wealth Management
Oregon
$26K +$26.5K +287 New
SQA
1561
Simon Quick Advisors
New Jersey
$25K +$15.4K +166 +161%
GWM
1562
Greenhouse Wealth Management
Connecticut
$25K +$25.6K +277 New
APWM
1563
Atlas Private Wealth Management
New York
$24K -$9.25K -100 -28%
CAL
1564
Capital Advisors Ltd
Ohio
$24K – – –
EAM
1565
Eukles Asset Management
Ohio
$24K – – –
SWA
1566
SOA Wealth Advisors
New York
$24K +$23.7K +256 New
SIAG
1567
Safeguard Investment Advisory Group
California
$24K +$24.4K +264 New
SPWG
1568
Sage Private Wealth Group
Illinois
$24K +$24.7K +267 New
HCM
1569
Highlander Capital Management
New Jersey
$23K – – –
WCMN
1570
Westchester Capital Management (Nebraska)
Nebraska
$23K – – –
LWCFA
1571
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K +$8.05K +87 +52%
IA
1572
Inspire Advisors
Idaho
$23K +$23.2K +251 New
LD
1573
Lipe & Dalton
New York
$22K +$22.5K +243 New
PFA
1574
Professional Financial Advisors
Nebraska
$21K +$93 +1 +0.4%
CH
1575
Canton Hathaway
Rhode Island
$21K +$21.1K +228 New
61 62
63
64 65