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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1801
Partnership Wealth Management
Maryland
$331K – – –
CPSC
1802
Carl P. Sherr & Co
Massachusetts
$331K – – –
MWA
1803
Muirfield Wealth Advisors
North Carolina
$330K -$29.9K -237 -8%
GD
1804
Grandfield & Dodd
New York
$329K +$14.6K +116 +5%
SWGC
1805
Summit Wealth Group (Colorado)
Colorado
$329K +$35.3K +280 +12%
CNBTD
1806
Citizens National Bank Trust Department
Mississippi
$328K – – –
CCM
1807
Charter Capital Management
Wisconsin
$328K +$12.5K +99 +4%
CAM
1808
Cozad Asset Management
Illinois
$328K – – –
MSFP
1809
Mark Sheptoff Financial Planning
Connecticut
$327K – – –
WRPWM
1810
Werba Rubin Papier Wealth Management
California
$326K +$55.6K +441 +21%
JMBA
1811
J. M. Brown & Associates
Oklahoma
$326K +$325K +2,575 New
FFG
1812
Frisch Financial Group
New York
$326K +$79K +626 +32%
ATWA
1813
Arbor Trust Wealth Advisors
Michigan
$326K +$126 +1 +0%
RWM
1814
Riverbend Wealth Management
South Carolina
$325K +$13.2K +105 +4%
BWCS
1815
Beirne Wealth Consulting Services
Connecticut
$325K +$883 +7 +0.3%
TB
1816
Terril Brothers
Missouri
$325K – – –
LSA
1817
L & S Advisors
California
$324K -$10.5M -83,342 -97%
LCM
1818
Lazari Capital Management
California
$323K +$4.16K +33 +1%
SIC
1819
Sigma Investment Counselors
Michigan
$323K +$35.3K +280 +12%
VCAM
1820
Van Cleef Asset Management
Ohio
$323K +$37.8K +300 +13%
SDAM
1821
Shulman DeMeo Asset Management
New York
$322K +$505 +4 +0.2%
CG
1822
CFO4Life Group
Texas
$322K -$3.41K -27 -1%
5NPW
1823
55 North Private Wealth
Florida
$322K +$76.8K +609 +32%
PA
1824
PSI Advisors
Florida
$321K -$5.68K -45 -2%
HWM
1825
Howard Wealth Management
Connecticut
$321K +$12.7K +101 +4%
71 72
73
74 75