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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1901
Hazlett, Burt & Watson
West Virginia
$280K +$12.9K +102 +5%
MPCG
1902
Matrix Private Capital Group
New York
$279K – – –
CFA
1903
Churchill Financial Advisors
Kentucky
$278K – – –
CL
1904
CSS LLC
Illinois
$278K – – –
CM
1905
Cornerstone Management
Georgia
$278K -$18.9K -150 -6%
PCA
1906
Peddock Capital Advisors
Massachusetts
$278K +$15.1K +120 +6%
BFA
1907
Buttonwood Financial Advisors
Maryland
$277K -$505 -4 -0.2%
JAA
1908
Joel Adams & Associates
North Carolina
$277K – – –
MFP
1909
Meramec Financial Planners
Missouri
$277K +$8.96K +71 +3%
RBC
1910
Roble Belko & Company
Pennsylvania
$276K – – –
FWWM
1911
Fiscal Wisdom Wealth Management
Connecticut
$276K +$275K +2,177 New
VA
1912
Veratis Advisors
North Carolina
$275K +$274K +2,175 New
MEAC
1913
M.E. Allison & Co
Texas
$275K -$3.15K -25 -1%
PCA
1914
Pallas Capital Advisors
Massachusetts
$275K -$17.4K -138 -6%
TFA
1915
Transamerica Financial Advisors
Florida
$273K +$17.5K +139 +7%
LCWP
1916
Legacy Capital Wealth Partners
Arkansas
$273K +$2.65K +21 +1%
PMSA
1917
Patrick M. Sweeney & Associates
Illinois
$273K +$8.2K +65 +3%
HNB
1918
Hilltop National Bank
Wyoming
$273K -$26.6K -211 -9%
PIA
1919
Perennial Investment Advisors
California
$273K -$55.6K -441 -17%
RWI
1920
Red Wave Investments
Pennsylvania
$273K -$34.1K -270 -11%
AA
1921
Auxano Advisors
Washington
$272K -$631 -5 -0.2%
GWMR
1922
GC Wealth Management RIA
Massachusetts
$271K -$15.9K -126 -6%
FRA
1923
Front Row Advisors
California
$271K – – –
RFA
1924
Reyes Financial Architecture
California
$270K -$13.1K -104 -5%
SL
1925
Summitry LLC
California
$270K +$269K +2,130 New
75 76
77
78 79