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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1726
PFS Partners
New Jersey
$26.9K – – –
LWA
1727
Lowe Wealth Advisors
Maryland
$26.8K – – –
GKIM
1728
GW&K Investment Management
Massachusetts
$26K +$27.8K +295 New
LWCFA
1729
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.4K – – –
TFGT
1730
TS Financial Group (TSFG)
Illinois
$25K +$189 +2 +0.7%
MWM
1731
Mascoma Wealth Management
New Hampshire
$24.1K -$9.44K -100 -28%
LFA
1732
Legend Financial Advisors
Pennsylvania
$23.9K – – –
NIC
1733
Northwest Investment Counselors
Oregon
$23.3K -$566 -6 -2%
EAM
1734
Eukles Asset Management
Ohio
$23.3K – – –
HCM
1735
Highlander Capital Management
New Jersey
$23K – – –
AW
1736
Avion Wealth
Texas
$22K +$13.6K +144 +137%
OA
1737
Operose Advisors
Wisconsin
$21.4K – – –
WTG
1738
West Tower Group
Virginia
$21.2K +$22.3K +236 New
FPF
1739
First Pacific Financial
Washington
$21K +$22.1K +234 New
DAM
1740
Delta Asset Management
Tennessee
$20.7K – – –
SJIM
1741
St. Johns Investment Management
Florida
$20.3K – – –
BCPWM
1742
Bradley & Co Private Wealth Management
Florida
$19K – – –
GM
1743
GeoWealth Management
Illinois
$19K +$17.6K +186 +1,033%
PCM
1744
Perritt Capital Management
Illinois
$17.9K – – –
SWA
1745
SOA Wealth Advisors
New York
$17.8K +$189 +2 +1%
CWA
1746
Carolina Wealth Advisors
South Carolina
$17.7K +$18.6K +197 New
FFL
1747
Financial Freedom LLC
Ohio
$17.2K – – –
TWD
1748
True Wealth Design
Ohio
$17.1K -$3.68K -39 -17%
SA
1749
SRH Advisors
Kansas
$16.9K – – –
SIC
1750
SJS Investment Consulting
Ohio
$16.5K -$189 -2 -1%
68 69
70
71 72