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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1726
Horrell Capital Management
Arkansas
$41K – – –
APW
1727
Acima Private Wealth
Virginia
$40.3K +$4.94K +50 +14%
CWM
1728
Compass Wealth Management
Connecticut
$38.6K – – –
TCM
1729
TD Capital Management
Tennessee
$38.6K +$395 +4 +1%
PP
1730
PrairieView Partners
Minnesota
$38K – – –
ME
1731
McIlrath & Eck
Washington
$37.8K – – –
CAL
1732
Capital Advisors Ltd
Ohio
$37K -$42.5K -430 -53%
MWM
1733
Mascoma Wealth Management
New Hampshire
$35.8K – – –
AWM
1734
Ameliora Wealth Management
Switzerland
$33.8K – – –
BFPW
1735
BOK Financial Private Wealth
Colorado
$33.7K +$1.28K +13 +4%
AP
1736
Arlington Partners
Alabama
$33.7K +$1.68K +17 +5%
LD
1737
Lipe & Dalton
New York
$33K – – –
C
1738
Covestor
United Kingdom
$33K +$198 +2 +0.6%
TIM
1739
Tortoise Investment Management
New York
$32.2K – – –
PP
1740
Pacifica Partners
Canada
$30.8K +$7.8K +79 +34%
GWSA
1741
Global Wealth Strategies & Associates
Colorado
$30.6K – – –
CPFP
1742
Clear Perspectives Financial Planning
Ohio
$30.5K -$296 -3 -0.9%
WOC
1743
West Oak Capital
California
$30.2K +$9.19K +93 +42%
LWA
1744
Lowe Wealth Advisors
Maryland
$28.8K – – –
PP
1745
PFS Partners
New Jersey
$28.8K +$99 +1 +0.3%
MTIC
1746
Missouri Trust & Investment Company
Missouri
$28.6K -$35.1K -355 -55%
RWPA
1747
Richard W. Paul & Associates
Michigan
$28.2K +$1.19K +12 +4%
CCM
1748
Chilton Capital Management
Texas
$27.9K +$28.5K +289 New
LWCFA
1749
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.3K -$19.2K -194 -41%
TFGT
1750
TS Financial Group (TSFG)
Illinois
$27K +$99 +1 +0.4%
68 69
70
71 72