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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
1726
St. Johns Investment Management
Florida
$20K – – –
BCPWM
1727
Bradley & Co Private Wealth Management
Florida
$18.7K – – –
ANBT
1728
American National Bank & Trust
Texas
$18K +$5.96K +65 +47%
SWA
1729
SOA Wealth Advisors
New York
$17.6K +$92 +1 +0.5%
PCM
1730
Perritt Capital Management
Illinois
$17.6K – – –
CWA
1731
Carolina Wealth Advisors
South Carolina
$17.4K – – –
DAM
1732
Delta Asset Management
Tennessee
$17.3K -$3.21K -35 -15%
BFP
1733
Briaud Financial Planning
Texas
$17K +$17.7K +193 New
FFL
1734
Financial Freedom LLC
Ohio
$16.9K – – –
DIP
1735
DT Investment Partners
Pennsylvania
$16.8K -$1.02M -11,085 -98%
SIC
1736
SJS Investment Consulting
Ohio
$16.7K +$458 +5 +3%
CPG
1737
Cornerstone Planning Group
New Jersey
$16.3K +$1.56K +17 +10%
FCG
1738
Financial Connections Group
California
$16K – – –
SFG
1739
Steward Financial Group
Texas
$16K +$183 +2 +1%
DFA
1740
DHJJ Financial Advisors
Illinois
$15.9K +$16.5K +180 New
SA
1741
SRH Advisors
Kansas
$15.4K – – –
ACA
1742
Atlas Capital Advisors
Wyoming
$15.4K – – –
UIA
1743
Ulland Investment Advisors
Minnesota
$15K – – –
FP
1744
Financial Perspectives
Minnesota
$14.8K – – –
CWM
1745
Cedar Wealth Management
California
$14.7K – – –
RTC
1746
Riverview Trust Company
Washington
$14.5K – – –
JWA
1747
JFS Wealth Advisors
Pennsylvania
$14.4K +$2.66K +29 +22%
RTL
1748
Red Tortoise LLC
Georgia
$14.2K +$9.99K +109 +210%
WFA
1749
West Financial Advisors
Iowa
$14K +$4.68K +51 +47%
OCM
1750
Orion Capital Management
California
$14K +$14.6K +159 New
68 69
70
71 72