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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1651
Baystate Wealth Management
Massachusetts
$118K – – –
PPWM
1652
PFG Private Wealth Management
Florida
$118K – – –
PineBridge Investments
1653
PineBridge Investments
New York
$117K +$72K +750 +195%
CM
1654
Cornerstone Management
Georgia
$116K +$288 +3 +0.3%
TCI Wealth Advisors
1655
TCI Wealth Advisors
Arizona
$114K +$10.8K +113 +11%
WAM
1656
WFA Asset Management
Wisconsin
$113K +$18.3K +191 +21%
AA
1657
Addison Advisors
Vermont
$110K -$12.7K -132 -11%
Larson Financial Group
1658
Larson Financial Group
Missouri
$109K – – –
PSB
1659
Piscataqua Savings Bank
New Hampshire
$109K +$4.7K +49 +5%
SAM
1660
S.A. Mason
Michigan
$107K – – –
FA
1661
Fiduciary Alliance
South Carolina
$105K +$98.2K +1,023 New
CFFP
1662
Center for Financial Planning
Michigan
$105K -$21.6K -225 -18%
WB
1663
Webster Bank
Connecticut
$105K – – –
CJL
1664
Cyrus J. Lawrence
New York
$104K – – –
MFC
1665
Mechanics Financial Corp
Ohio
$103K – – –
GIA
1666
Goodwin Investment Advisory
Georgia
$99.1K – – –
SIS
1667
Sound Income Strategies
Florida
$97.7K +$22.2K +231 +32%
CAC
1668
Core Alternative Capital
Georgia
$97.4K -$1.25K -13 -1%
PWMG
1669
Prestige Wealth Management Group
New Jersey
$95.5K +$13.2K +138 +17%
KA
1670
Kozak & Associates
Colorado
$92K +$864 +9 +1%
JMF
1671
Johnson Midwest Financial
Iowa
$91K +$480 +5 +0.6%
ASBI
1672
American State Bank (Iowa)
Iowa
$90K – – –
MFT
1673
Moisand Fitzgerald Tamayo
Florida
$87.3K +$3.07K +32 +4%
KC
1674
Kenfarb & Co
Kentucky
$87K – – –
GTAM
1675
Global Trust Asset Management
Florida
$86.1K -$14.8K -154 -16%