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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1726
TD Capital Management
Tennessee
$40.7K +$384 +4 +1%
OWA
1727
One Wealth Advisors
California
$40.7K +$37.9K +395 New
ME
1728
McIlrath & Eck
Washington
$40.4K -$672 -7 -2%
AAMA
1729
Advanced Asset Management Advisors
Ohio
$39.8K +$37.1K +387 New
RFS
1730
Retirement Financial Solutions
Tennessee
$38.2K +$35.6K +371 New
APW
1731
Acima Private Wealth
Virginia
$37.9K – – –
WWP
1732
WR Wealth Planners
Missouri
$37.7K -$4.22K -44 -11%
MWM
1733
Mascoma Wealth Management
New Hampshire
$37.3K – – –
ANBT
1734
American National Bank & Trust
Texas
$37K -$2.21K -23 -6%
AWM
1735
Ameliora Wealth Management
Switzerland
$36K – – –
C
1736
Covestor
United Kingdom
$35K -$288 -3 -0.9%
LD
1737
Lipe & Dalton
New York
$35K +$9.6K +100 +41%
BFPW
1738
BOK Financial Private Wealth
Colorado
$34.6K -$5.86K -61 -15%
TIM
1739
Tortoise Investment Management
New York
$34.4K – – –
AP
1740
Arlington Partners
Alabama
$34.2K – – –
WHG
1741
Westwood Holdings Group
Texas
$34K +$32K +333 New
CPFP
1742
Clear Perspectives Financial Planning
Ohio
$32.9K -$288 -3 -0.9%
GWSA
1743
Global Wealth Strategies & Associates
Colorado
$32.6K +$30.4K +317 New
LWA
1744
Lowe Wealth Advisors
Maryland
$30.8K – – –
PP
1745
PFS Partners
New Jersey
$30.7K – – –
RTC
1746
Riverview Trust Company
Washington
$30K -$81.5K -849 -74%
WI
1747
WJ Interests
Texas
$29.1K +$27.2K +283 New
TFGT
1748
TS Financial Group (TSFG)
Illinois
$29K +$192 +2 +0.7%
RWPA
1749
Richard W. Paul & Associates
Michigan
$28.8K +$26.9K +280 New
EE
1750
EWG Elevate
California
$27.9K +$26K +271 New
68 69
70
71 72