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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1676
Arlington Partners
Alabama
$31K – – –
CPFP
1677
Clear Perspectives Financial Planning
Ohio
$30K +$31.8K +296 +1,138%
AWM
1678
Ameliora Wealth Management
Switzerland
$30K +$37.6K +350 New
WOC
1679
West Oak Capital
California
$29K – – –
GFPC
1680
Global Financial Private Client
Florida
$28.6K – – –
CAL
1681
Capital Advisors Ltd
Ohio
$28K -$752 -7 -2%
MUMSS
1682
Mitsubishi UFJ Morgan Stanley Securities
Japan
$28K – – –
LWA
1683
Lowe Wealth Advisors
Maryland
$28K +$17.8K +166 +125%
PP
1684
PFS Partners
New Jersey
$27.7K +$107 +1 +0.3%
TFGT
1685
TS Financial Group (TSFG)
Illinois
$26K +$107 +1 +0.4%
FEG
1686
Financial Enhancement Group
Indiana
$25K – – –
SPWG
1687
Sage Private Wealth Group
Illinois
$25K – – –
LFA
1688
Legend Financial Advisors
Pennsylvania
$24.7K +$28.6K +266 New
EAM
1689
Eukles Asset Management
Ohio
$24K – – –
PP
1690
Pacifica Partners
Canada
$24K – – –
HCM
1691
Highlander Capital Management
New Jersey
$23K – – –
LD
1692
Lipe & Dalton
New York
$23K – – –
PFA
1693
Professional Financial Advisors
Nebraska
$22K – – –
SWA
1694
SOA Wealth Advisors
New York
$22K +$4.08K +38 +19%
BIA
1695
Bell Investment Advisors
California
$22K +$4.73K +44 +22%
OA
1696
Operose Advisors
Wisconsin
$22K +$25.7K +239 New
SJIM
1697
St. Johns Investment Management
Florida
$21K – – –
BCPWM
1698
Bradley & Co Private Wealth Management
Florida
$20K – – –
JFA
1699
JNBA Financial Advisors
Minnesota
$19K -$4.19K -39 -16%
LS
1700
Leelyn Smith
Illinois
$18K -$97.7K -910 -82%
66 67
68
69 70