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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1876
Hazlett, Burt & Watson
West Virginia
$244K +$15.5K +128 +7%
MWM
1877
MGB Wealth Management
Texas
$244K +$971 +8 +0.4%
FCA
1878
Fortis Capital Advisors
Kansas
$243K -$61.6K -508 -21%
CPC
1879
Consolidated Planning Corp
Georgia
$243K -$2.55K -21 -1%
MF
1880
Meridian Financial
Massachusetts
$242K – – –
FS
1881
Ferguson Shapiro
Georgia
$241K -$8.01K -66 -3%
AMM
1882
American Money Management
California
$241K +$6.55K +54 +3%
MCM
1883
MV Capital Management
Maryland
$240K +$7.64K +63 +3%
YLHM
1884
Yelin Lapidot Holdings Management
Israel
$240K -$41.5K -342 -15%
TFS
1885
Thoroughbred Financial Services
Tennessee
$239K -$21.8K -180 -8%
PIA
1886
Pinion Investment Advisors
Kansas
$239K – – –
SWA
1887
Sax Wealth Advisors
New Jersey
$239K +$18.8K +155 +9%
TH
1888
TCTC Holdings
Texas
$239K -$39.8K -328 -15%
AHL
1889
Abel Hall LLC
Louisiana
$238K +$728 +6 +0.3%
BS
1890
Brighton Securities
New York
$238K -$97.3K -802 -29%
PIM
1891
Plato Investment Management
Australia
$238K – – –
SHFP
1892
Second Half Financial Partners
Florida
$237K -$2.18K -18 -0.9%
HIA
1893
Harbor Investment Advisory
Maryland
$237K +$121 +1 +0.1%
SNWA
1894
Siligmueller & Norvid Wealth Advisors
Illinois
$236K +$232K +1,911 New
CAM
1895
Cypress Asset Management
Texas
$236K – – –
LIA
1896
LifePlan Investment Advisors
North Carolina
$236K +$3.15K +26 +1%
VFG
1897
Victory Financial Group
Texas
$235K -$52.1K -429 -19%
BFM
1898
Boothbay Fund Management
New York
$234K -$18.6K -153 -7%
PFG
1899
Prosperity Financial Group
California
$234K -$3.76K -31 -2%
SWP
1900
Semus Wealth Partners
Florida
$233K -$7.28K -60 -3%
74 75
76
77 78