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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1651
Center for Financial Planning
Michigan
$110K +$11.7K +118 +12%
TFA
1652
Toth Financial Advisory
Virginia
$110K -$17.8K -180 -14%
CM
1653
Cornerstone Management
Georgia
$109K +$296 +3 +0.3%
AT
1654
Avalon Trust
New Mexico
$109K +$111K +1,127 New
TWA
1655
TCI Wealth Advisors
Arizona
$108K +$1.48K +15 +1%
WAM
1656
WFA Asset Management
Wisconsin
$106K +$790 +8 +0.7%
CCM
1657
Carderock Capital Management
Maryland
$106K +$109K +1,100 New
AWM
1658
AllSquare Wealth Management
New York
$104K -$9.88K -100 -8%
SAM
1659
S.A. Mason
Michigan
$104K +$4.25K +43 +4%
DI
1660
Disciplined Investments
Oklahoma
$102K +$26.1K +264 +33%
PSB
1661
Piscataqua Savings Bank
New Hampshire
$102K – – –
KTC
1662
Kistler-Tiffany Companies
Pennsylvania
$99.8K -$41.7K -422 -29%
AA
1663
Addison Advisors
Vermont
$99.7K -$3.16K -32 -3%
WB
1664
Webster Bank
Connecticut
$98.7K – – –
GFL
1665
Granite FO LLC
New Hampshire
$97.1K +$92.1K +932 +1,864%
MFC
1666
Mechanics Financial Corp
Ohio
$96.5K – – –
CCP
1667
Carmel Capital Partners
California
$93.7K +$95.9K +971 New
ACA
1668
Atlas Capital Advisors
Wyoming
$92K -$46K -466 -33%
PWMG
1669
Prestige Wealth Management Group
New Jersey
$91.8K +$2.37K +24 +3%
PCM
1670
Pointe Capital Management
Michigan
$91.1K +$93.3K +944 New
JMF
1671
Johnson Midwest Financial
Iowa
$86.1K +$494 +5 +0.6%
ASBI
1672
American State Bank (Iowa)
Iowa
$84.3K – – –
CA
1673
Centerpoint Advisors
Massachusetts
$84K +$9.38K +95 +12%
GFWA
1674
Grey Fox Wealth Advisors
Delaware
$82.5K +$11.7K +118 +16%
MFT
1675
Moisand Fitzgerald Tamayo
Florida
$81.8K – – –
65 66
67
68 69