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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1601
Hoover Financial Advisors
Pennsylvania
$19K +$1.09K +12 +7%
AIM
1602
Arcadia Investment Management
Michigan
$18K +$17.2K +188 New
HF
1603
Halpern Financial
Virginia
$17.6K +$5.38K +59 +48%
SA
1604
SRH Advisors
Kansas
$17K – – –
FP
1605
Financial Perspectives
Minnesota
$16.2K -$160K -1,750 -91%
RG
1606
Retirement Group
California
$16K – – –
RTC
1607
Riverview Trust Company
Washington
$16K – – –
WCM
1608
Wealthcare Capital Management
Virginia
$16K +$15K +164 New
HR
1609
Howe & Rusling
New York
$15K – – –
OCM
1610
Orion Capital Management
California
$14K – – –
SMG
1611
Spectrum Management Group
Indiana
$14K – – –
SFP
1612
Sterling Financial Planning
New Jersey
$14K – – –
SSC
1613
Syverson Strege & Co
Iowa
$14K +$183 +2 +1%
EWA
1614
Evolution Wealth Advisors
Florida
$14K +$3.83K +42 +42%
LWA
1615
Lenox Wealth Advisors
New York
$14K +$13.2K +145 New
LWA
1616
Lowe Wealth Advisors
Maryland
$13K – – –
MIM
1617
Macroview Investment Management
Maryland
$12K +$91 +1 +0.8%
CIA
1618
CSat Investment Advisory
Michigan
$12K +$2.74K +30 +31%
RWM
1619
Raffa Wealth Management
District of Columbia
$11K +$1.09K +12 +12%
FP
1620
Fiduciary Planning
Florida
$11K – – –
BC
1621
Burleson & Co
California
$11K +$10.8K +118 New
ACM
1622
AUA Capital Management
Pennsylvania
$10K – – –
CCM
1623
Cribstone Capital Management
Maine
$9K – – –
TI
1624
Truehand Inc
New Hampshire
$9K – – –
WCMN
1625
Westchester Capital Management (Nebraska)
Nebraska
$8K -$15.2K -166 -66%
63 64
65
66 67