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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1651
Kelly Financial Services
Massachusetts
$41.2K +$322 +3 +0.7%
HCM
1652
Horrell Capital Management
Arkansas
$40K – – –
MWC
1653
MBM Wealth Consultants
Missouri
$39K – – –
WWP
1654
WR Wealth Planners
Missouri
$38.1K +$430 +4 +1%
HR
1655
Howe & Rusling
New York
$37K -$15.6K -145 -27%
ME
1656
McIlrath & Eck
Washington
$37K – – –
PP
1657
PrairieView Partners
Minnesota
$37K – – –
BFPW
1658
BOK Financial Private Wealth
Colorado
$37K +$6.55K +61 +18%
PI
1659
PineBridge Investments
New York
$36K -$5.05K -47 -11%
TCM
1660
TD Capital Management
Tennessee
$36K +$42.1K +392 New
ANBT
1661
American National Bank & Trust
Texas
$35K +$19.2K +179 +89%
APW
1662
Acima Private Wealth
Virginia
$34.2K – – –
MWM
1663
Mascoma Wealth Management
New Hampshire
$34K – – –
C
1664
Covestor
United Kingdom
$32K -$94.9K -884 -72%
JWBC
1665
John W. Brooker & Co
California
$32K – – –
SC
1666
Siena Capital
Ohio
$32K – – –
TIM
1667
Tortoise Investment Management
New York
$31K -$1.72K -16 -5%
AP
1668
Arlington Partners
Alabama
$31K – – –
CPFP
1669
Clear Perspectives Financial Planning
Ohio
$30K +$31.8K +296 +1,138%
AWM
1670
Ameliora Wealth Management
Switzerland
$30K +$37.6K +350 New
WOC
1671
West Oak Capital
California
$29K – – –
GFPC
1672
Global Financial Private Client
Florida
$28.6K – – –
CAL
1673
Capital Advisors Ltd
Ohio
$28K -$752 -7 -2%
MUMSS
1674
Mitsubishi UFJ Morgan Stanley Securities
Japan
$28K – – –
LWA
1675
Lowe Wealth Advisors
Maryland
$28K +$17.8K +166 +125%
65 66
67
68 69