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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ETI
1601
Enterprise Trust & Investment
California
$20K +$20.1K +200 New
PWS
1602
Paragon Wealth Strategies
Florida
$20K +$20.1K +200 New
FWM
1603
Focused Wealth Management
New York
$19K – – –
TFGT
1604
TS Financial Group (TSFG)
Illinois
$19K +$13.5K +134 +231%
BDWM
1605
Brewin Dolphin Wealth Management
Ireland
$18.3K +$18.6K +185 New
JWA
1606
JFS Wealth Advisors
Pennsylvania
$18K +$18.6K +185 New
HF
1607
Halpern Financial
Virginia
$18K – – –
HFA
1608
Hoover Financial Advisors
Pennsylvania
$17K -$1.21K -12 -6%
SA
1609
SRH Advisors
Kansas
$17K – – –
TCWA
1610
Ten Capital Wealth Advisors
Washington
$17K +$9.54K +95 +117%
VCM
1611
Vigilant Capital Management
Maine
$17K +$16.9K +168 New
FP
1612
Financial Perspectives
Minnesota
$16.6K – – –
RG
1613
Retirement Group
California
$16K – – –
RTC
1614
Riverview Trust Company
Washington
$16K – – –
OCM
1615
Orion Capital Management
California
$15K – – –
SFP
1616
Sterling Financial Planning
New Jersey
$15K – – –
EWA
1617
Evolution Wealth Advisors
Florida
$14K – – –
SMG
1618
Spectrum Management Group
Indiana
$14K – – –
SSC
1619
Syverson Strege & Co
Iowa
$14K +$100 +1 +0.7%
KC
1620
Kepos Capital
New York
$14K +$14.3K +142 New
FEG
1621
Financial Enhancement Group
Indiana
$13K -$30.5K -304 -70%
LWA
1622
Lowe Wealth Advisors
Maryland
$13K – – –
MIM
1623
Macroview Investment Management
Maryland
$13K +$100 +1 +0.8%
BC
1624
Burleson & Co
California
$12K +$100 +1 +0.8%
DAM
1625
Delta Asset Management
Tennessee
$12K +$8.94K +89 +241%
63 64
65
66 67