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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1901
SRH Advisors
Kansas
$17.5K – – –
BFP
1902
Briaud Financial Planning
Texas
$17K – – –
CWM
1903
Cedar Wealth Management
California
$16.9K -$16.7K -167 -50%
FP
1904
Financial Perspectives
Minnesota
$16.8K – – –
CCA
1905
Catalyst Capital Advisors
New York
$16.7K -$3.9K -39 -19%
MRC
1906
Millburn Ridgefield Corp
New York
$16.7K -$3.9K -39 -19%
SRCM
1907
Signature Resources Capital Management
California
$16.6K – – –
SIC
1908
SJS Investment Consulting
Ohio
$16.5K – – –
DFA
1909
DHJJ Financial Advisors
Illinois
$16.5K – – –
RTC
1910
Riverview Trust Company
Washington
$16.4K -$15K -150 -48%
ACA
1911
American Capital Advisory
Idaho
$16.1K -$700 -7 -4%
AW
1912
Avion Wealth
Texas
$16K -$8.5K -85 -34%
OCM
1913
Orion Capital Management
California
$15.9K – – –
TFF
1914
The Family Firm
Maryland
$15.9K +$15.9K +159 New
MCM
1915
MidAtlantic Capital Management
Virginia
$15.5K – – –
LIA
1916
Lynx Investment Advisory
District of Columbia
$15.4K +$15.3K +153 New
FIM
1917
FWL Investment Management
Texas
$15K +$3K +30 +25%
RAM
1918
Ramirez Asset Management
New York
$14.4K – – –
TCG
1919
Transcendent Capital Group
Oklahoma
$14.1K +$1.1K +11 +8%
SC
1920
Swan Capital
Florida
$13.4K +$13.4K +134 New
LFA
1921
Legend Financial Advisors
Pennsylvania
$13.3K – – –
ETS
1922
ESL Trust Services
New York
$13.1K – – –
JWA
1923
JFS Wealth Advisors
Pennsylvania
$12.6K +$700 +7 +6%
PO
1924
Private Ocean
California
$12.3K -$8.8K -88 -42%
HF
1925
Halpern Financial
Virginia
$12.3K – – –
75 76
77
78 79