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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
1551
Norris Perne & French
Michigan
$344K -$8.5K -75 -2%
WAM
1552
Weiss Asset Management
Massachusetts
$344K +$361K +3,191 New
NSIM
1553
North Star Investment Management
Illinois
$343K +$22.3K +197 +7%
BIA
1554
Beacon Investment Advisors
Maryland
$343K +$44.7K +395 +14%
SCA
1555
Stokes Capital Advisors
South Carolina
$343K – – –
BBNB
1556
Baker Boyer National Bank
Washington
$343K +$14.3K +126 +4%
FA
1557
Fagan Associates
New York
$342K – – –
UAG
1558
United Advisor Group
Ohio
$342K +$70.4K +621 +24%
MWP
1559
Meridian Wealth Partners
Pennsylvania
$342K +$6.23K +55 +2%
4WM
1560
44 Wealth Management
Oregon
$341K – – –
BWM
1561
BKM Wealth Management
Wisconsin
$341K +$66.5K +587 +23%
SEIA
1562
Signature Estate & Investment Advisors
California
$341K -$3.74K -33 -1%
WMA
1563
West Michigan Advisors
Michigan
$340K +$56.5K +499 +19%
YLHM
1564
Yelin Lapidot Holdings Management
Israel
$340K +$145K +1,282 +69%
TCA
1565
Transcend Capital Advisors
New Jersey
$339K +$22.7K +200 +7%
XWM
1566
Xcel Wealth Management
Florida
$338K – – –
EFSCE
1567
Enterprise Financial Services Corp (EFSC)
Missouri
$337K -$50.5K -446 -12%
BHPW
1568
Beverly Hills Private Wealth
California
$334K -$12.1K -107 -3%
EAM
1569
Everstar Asset Management
North Carolina
$334K +$30.6K +270 +10%
WC
1570
Westhampton Capital
North Carolina
$334K – – –
QWP
1571
Quotient Wealth Partners
Texas
$334K +$30.1K +266 +9%
NCFG
1572
New Century Financial Group
New Jersey
$333K +$88.5K +781 +34%
AWA
1573
AmeriServ Wealth Advisors
Pennsylvania
$333K +$350K +3,091 New
TBT
1574
Texas Bank & Trust
Texas
$332K +$349K +3,085 New
FAN
1575
Financial Advisors Network
California
$332K +$349K +3,080 New
61 62
63
64 65