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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1726
Old Point Trust & Financial Services N A
Virginia
$107K -$19.9K -210 -16%
CA
1727
Centerpoint Advisors
Massachusetts
$106K +$25.2K +266 +32%
AWM
1728
AllSquare Wealth Management
New York
$105K – – –
WB
1729
Webster Bank
Connecticut
$102K -$11K -116 -10%
CTWM
1730
Cherry Tree Wealth Management
Minnesota
$102K +$854 +9 +0.9%
AA
1731
Addison Advisors
Vermont
$99.9K – – –
ATC
1732
Advantage Trust Company
Kansas
$99.5K – – –
PSB
1733
Piscataqua Savings Bank
New Hampshire
$99.5K – – –
BAM
1734
Byrne Asset Management
New Jersey
$98.5K +$96.6K +1,018 New
HFS
1735
Hantz Financial Services
Michigan
$97K +$95.2K +1,004 New
MFC
1736
Mechanics Financial Corp
Ohio
$96.7K – – –
AWM
1737
Atticus Wealth Management
Florida
$96K -$10.4K -110 -10%
PMFA
1738
Plante Moran Financial Advisors
Michigan
$95.9K +$15K +158 +19%
MTIC
1739
Missouri Trust & Investment Company
Missouri
$93.9K +$47.4K +500 +106%
GWSG
1740
GPS Wealth Strategies Group
Colorado
$92.2K -$4.36K -46 -5%
KA
1741
Kozak & Associates
Colorado
$91.9K +$949 +10 +1%
HCM
1742
Highlander Capital Management
New Jersey
$89.8K – – –
GA
1743
GoalVest Advisory
New York
$86.2K +$76K +801 +890%
CAL
1744
Capital Advisors Ltd
Ohio
$84K +$9.39K +99 +13%
CPBTD
1745
Central Pacific Bank - Trust Division
Hawaii
$80K +$79K +833 New
TFA
1746
Transamerica Financial Advisors
Florida
$80K -$725K -7,644 -90%
VIA
1747
Virtus Investment Advisers
Connecticut
$78.6K -$8.16K -86 -10%
AWM
1748
Ameliora Wealth Management
Switzerland
$78.3K -$1.99K -21 -3%
LI
1749
Louisbourg Investments
New Brunswick, Canada
$77.4K – – –
CSWM
1750
Cassady Schiller Wealth Management
Ohio
$76.8K +$7.59K +80 +11%
68 69
70
71 72