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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1601
Achmea Investment Management
Netherlands
$143K +$71.6K +759 +91%
IWP
1602
Icon Wealth Partners
Texas
$143K +$3.77K +40 +3%
KC
1603
Knuff & Co
California
$141K – – –
LFG
1604
Larson Financial Group
Missouri
$141K – – –
LC
1605
Lindbrook Capital
California
$140K -$44.2K -468 -23%
PPWM
1606
PFG Private Wealth Management
Florida
$139K +$19.3K +205 +15%
HBW
1607
Hazlett, Burt & Watson
West Virginia
$139K +$7.83K +83 +6%
FFA
1608
Farther Finance Advisors
California
$135K +$17.5K +185 +14%
TH
1609
TCTC Holdings
Texas
$132K – – –
VC
1610
Vestor Capital
Illinois
$132K -$5.19K -55 -4%
RCG
1611
Rock Creek Group
District of Columbia
$132K -$22.2K -235 -14%
WPWM
1612
Western Pacific Wealth Management
Illinois
$131K +$18K +191 +15%
BWM
1613
Baystate Wealth Management
Massachusetts
$131K +$2.08K +22 +2%
CCA
1614
Column Capital Advisors
Indiana
$129K – – –
DCBT
1615
Dakota Community Bank & Trust
North Dakota
$127K +$2.83K +30 +2%
VSQM
1616
V-Square Quantitative Management
Illinois
$125K -$91.3K -967 -41%
AP
1617
Atwood & Palmer
Missouri
$124K – – –
CFFP
1618
Center for Financial Planning
Michigan
$123K +$22.4K +237 +21%
OPTFSNA
1619
Old Point Trust & Financial Services N A
Virginia
$122K +$129K +1,363 New
GWSG
1620
GPS Wealth Strategies Group
Colorado
$119K -$7.55K -80 -6%
FA
1621
Fiduciary Alliance
South Carolina
$118K +$124K +1,314 New
IRC
1622
Investors Research Corp
Georgia
$118K – – –
NECFA
1623
New England Capital Financial Advisors
Connecticut
$117K +$94 +1 +0.1%
JWM
1624
Janiczek Wealth Management
Colorado
$117K -$35.6K -377 -22%
SSG
1625
Summit Securities Group
New York
$117K -$47.5K -503 -28%
63 64
65
66 67