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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1626
Key Financial Inc
Pennsylvania
$117K +$6.42K +68 +6%
HCM
1627
Hollencrest Capital Management
California
$115K – – –
NMG
1628
New Millennium Group
Utah
$113K -$13.3K -141 -10%
FDCDDQ
1629
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K -$3.49K -37 -3%
CLOS
1630
Compagnie Lombard Odier SCmA
Switzerland
$112K – – –
CWM
1631
Cranbrook Wealth Management
Michigan
$111K – – –
CP
1632
Castleview Partners
Texas
$110K -$77.2K -818 -40%
TSWM
1633
Tyler-Stone Wealth Management
Ohio
$110K +$116K +1,230 New
RWM
1634
Ruedi Wealth Management
Illinois
$108K – – –
NRG
1635
Nemes Rush Group
Michigan
$107K +$112K +1,188 New
PMFA
1636
Plante Moran Financial Advisors
Michigan
$106K -$13.8K -146 -11%
WOSD
1637
WFA of San Diego
California
$105K +$111K +1,174 New
DAC
1638
Dividend Assets Capital
South Carolina
$105K -$105K -1,115 -49%
BAM
1639
Byrne Asset Management
New Jersey
$105K – – –
SIS
1640
Sound Income Strategies
Florida
$105K +$42.4K +449 +63%
AWM
1641
Atticus Wealth Management
Florida
$104K -$21.9K -232 -17%
SAM
1642
S.A. Mason
Michigan
$104K – – –
TFA
1643
Toth Financial Advisory
Virginia
$103K +$944 +10 +0.9%
VWM
1644
Venturi Wealth Management
Texas
$103K -$37K -392 -25%
KTC
1645
Kistler-Tiffany Companies
Pennsylvania
$102K +$9.81K +104 +10%
AT
1646
Avalon Trust
New Mexico
$101K – – –
WAM
1647
WFA Asset Management
Wisconsin
$99.5K +$849 +9 +0.8%
AWM
1648
AllSquare Wealth Management
New York
$95.2K – – –
DI
1649
Disciplined Investments
Oklahoma
$95.1K +$94 +1 +0.1%
AA
1650
Addison Advisors
Vermont
$92.7K – – –
64 65
66
67 68