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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1576
LSP Investment Advisors
New York
$361K – – –
MA
1577
MCF Advisors
Kentucky
$361K -$3.07K -26 -0.8%
WA1
1578
Wimmer Associates 1
California
$361K – – –
SN
1579
Sittner & Nelson
Oregon
$360K – – –
CFA
1580
CWS Financial Advisors
Michigan
$360K -$30.4K -258 -8%
EB
1581
Exchange Bank
California
$359K – – –
JC
1582
JB Capital
Connecticut
$359K +$4.84K +41 +1%
JWM
1583
Jackson Wealth Management
Florida
$359K – – –
CCM
1584
Charter Capital Management
Wisconsin
$359K +$359K +3,042 New
AFAS
1585
Acorn Financial Advisory Services
Virginia
$359K -$82K -695 -19%
MHR
1586
Matthew Hamilton Rosenberg
$359K +$42.2K +358 +13%
MWA
1587
Midland Wealth Advisors
Illinois
$358K – – –
NG
1588
Novem Group
New York
$357K -$118 -1 -0%
HWA
1589
Heartwood Wealth Advisors
Virginia
$356K +$27.6K +234 +8%
RBWA
1590
RFG - Bristol Wealth Advisors
Massachusetts
$356K +$354 +3 +0.1%
MAWA
1591
Moss Adams Wealth Advisors
Washington
$355K +$17.9K +152 +5%
CIG
1592
Cascade Investment Group
Colorado
$355K – – –
TCA
1593
Transcend Capital Advisors
New Jersey
$355K +$7.32K +62 +2%
BFAG
1594
Blackston Financial Advisory Group
Florida
$355K -$7.43K -63 -2%
WPI
1595
Walter Public Investments
Canada
$354K – – –
FHC
1596
First Heartland Consultants
Missouri
$354K +$27.1K +230 +8%
CG
1597
CFO4Life Group
Texas
$354K -$37.5K -318 -10%
MAV
1598
Mason & Associates (Virginia)
Virginia
$353K +$21.6K +183 +7%
CWM
1599
Centurion Wealth Management
Virginia
$353K +$10.3K +87 +3%
LOIP
1600
Live Oak Investment Partners
Texas
$353K -$22.2K -188 -6%
62 63
64
65 66