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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1751
AUA Capital Management
Pennsylvania
$10K – – –
CCM
1752
Cribstone Capital Management
Maine
$10K – – –
TI
1753
Truehand Inc
New Hampshire
$10K – – –
BA
1754
Bivin & Associates
Oklahoma
$10K +$10.1K +100 New
ODG
1755
O'Dell Group
Ohio
$9K -$1.01K -10 -11%
AW
1756
Avion Wealth
Texas
$8K – – –
IFA
1757
Interactive Financial Advisors
Illinois
$8K – – –
RAM
1758
Riggs Asset Management
Pennsylvania
$8K – – –
SGAM
1759
Smith Group Asset Management
Texas
$8K – – –
BBPWM
1760
Blue Bell Private Wealth Management
Pennsylvania
$8K +$7.6K +75 New
ZIG
1761
Zullo Investment Group
Pennsylvania
$8K +$7.81K +77 New
CMA
1762
Cedar Mountain Advisors
Oregon
$7K – – –
ZC
1763
Zeit Capital
Colorado
$7K – – –
WAS
1764
Winch Advisory Services
Wisconsin
$7K +$101 +1 +2%
NIC
1765
Northwest Investment Counselors
Oregon
$7K +$6.49K +64 New
CFRPA
1766
Castle Financial & Retirement Planning Associates
New Jersey
$6K +$6.18K +61 New
TCWA
1767
Ten Capital Wealth Advisors
Washington
$5K -$8.21K -81 -62%
JWA
1768
JFS Wealth Advisors
Pennsylvania
$5K +$4.76K +47 New
RI
1769
Rinkey Investments
California
$5K +$5.27K +52 New
MP
1770
McDonald Partners
Ohio
$4.51K -$363K -3,580 -99%
ACM
1771
Absolute Capital Management
Pennsylvania
$4.51K +$4.36K +43 New
WIA
1772
Wealthstreet Investment Advisors
Texas
$4K – – –
S
1773
Surevest
California
$4K +$3.45K +34 New
ACK
1774
Andrew C. Karlinski
$4K +$3.55K +35 New
CAC
1775
Core Alternative Capital
Georgia
$4K +$4.26K +42 New
69 70
71
72 73