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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1751
Legend Financial Advisors
Pennsylvania
$27.4K – – –
CPG
1752
Cornerstone Planning Group
New Jersey
$27.3K +$25.6K +267 New
EAM
1753
Eukles Asset Management
Ohio
$27K – – –
FWM
1754
Focused Wealth Management
New York
$26.1K +$5.76K +60 +31%
HCM
1755
Highlander Capital Management
New Jersey
$26K – – –
OA
1756
Operose Advisors
Wisconsin
$24.6K – – –
PP
1757
Pacifica Partners
Canada
$24K – – –
DAM
1758
Delta Asset Management
Tennessee
$23.8K +$22.2K +231 New
BC
1759
Burleson & Co
California
$23.8K +$10.2K +106 +85%
SJIM
1760
St. Johns Investment Management
Florida
$23.3K – – –
BAAM
1761
Baker Avenue Asset Management
California
$23.2K +$21.6K +225 New
WOC
1762
West Oak Capital
California
$23K -$8.93K -93 -30%
BCPWM
1763
Bradley & Co Private Wealth Management
Florida
$21.8K – – –
JFA
1764
JNBA Financial Advisors
Minnesota
$20.6K – – –
PCM
1765
Perritt Capital Management
Illinois
$20.5K +$19.1K +199 New
RTL
1766
Red Tortoise LLC
Georgia
$20.5K +$19.1K +199 New
SWA
1767
SOA Wealth Advisors
New York
$20.2K -$4.03K -42 -18%
SPWM
1768
Spartan Planning & Wealth Management
North Carolina
$20.1K +$18.5K +193 +9,650%
FCA
1769
Fortis Capital Advisors
Kansas
$19.8K +$18.4K +192 New
FFL
1770
Financial Freedom LLC
Ohio
$19.8K +$18.4K +192 New
SIC
1771
SJS Investment Consulting
Ohio
$19.4K – – –
DJSG
1772
D.J. St. Germain
Massachusetts
$19.1K +$12.2K +127 +3%
FCG
1773
Financial Connections Group
California
$19K – – –
SA
1774
SRH Advisors
Kansas
$18K – – –
UIA
1775
Ulland Investment Advisors
Minnesota
$18K +$16.5K +172 New
69 70
71
72 73