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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1776
Financial Perspectives
Minnesota
$17.3K – – –
CWM
1777
Cedar Wealth Management
California
$17.2K – – –
HFM
1778
Harvest Fund Management
China
$17K – – –
TWD
1779
True Wealth Design
Ohio
$16.4K +$15.3K +159 New
SSC
1780
Syverson Strege & Co
Iowa
$15.9K +$192 +2 +1%
OCM
1781
Orion Capital Management
California
$15.4K – – –
MUMSS
1782
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K -$14.4K -150 -50%
HWM
1783
Horizons Wealth Management
North Carolina
$15K – – –
CDIA
1784
Capital Directions Investment Advisors
Georgia
$14.8K +$13.8K +144 New
FSWA
1785
Financial Synergies Wealth Advisors
Texas
$14.6K +$12.4K +129 +992%
PO
1786
Private Ocean
California
$14.4K -$48K -500 -78%
MIM
1787
Macroview Investment Management
Maryland
$13.9K +$192 +2 +2%
DWA
1788
Delos Wealth Advisors
Texas
$13.6K – – –
RA
1789
Rise Advisors
New York
$13.2K +$96 +1 +0.8%
APP
1790
Alpha Paradigm Partners
Illinois
$13K -$137K -1,422 -92%
HF
1791
Halpern Financial
Virginia
$12.7K – – –
IAA
1792
Independent Advisor Alliance
North Carolina
$12.5K -$62.1K -647 -0.5%
AF
1793
Affiance Financial
Minnesota
$12.4K +$11.5K +120 New
RWM
1794
Raffa Wealth Management
District of Columbia
$11.7K – – –
SC
1795
Schubert & Co
Texas
$11.6K -$2.21K -23 -17%
RG
1796
Retirement Group
California
$11K +$1.06K +11 +11%
ACM
1797
AUA Capital Management
Pennsylvania
$10.3K – – –
NIC
1798
Northwest Investment Counselors
Oregon
$9.99K +$3.17K +33 +52%
BCM
1799
Bourgeon Capital Management
Connecticut
$9.58K +$8.93K +93 New
FWA
1800
Freedom Wealth Alliance
Wisconsin
$9.37K +$8.73K +91 New
70 71
72
73 74