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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1901
Prelude Capital Management
New York
$277K +$265K +2,116 New
FMTCOCP
1902
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$277K -$5.88K -47 -2%
SFM
1903
Signet Financial Management
New Jersey
$277K -$2.38K -19 -0.9%
PWM
1904
Provident Wealth Management
Tennessee
$276K – – –
EIM
1905
Essex Investment Management
Massachusetts
$276K -$2.13K -17 -0.8%
SWASL
1906
Spartan Wealth Advisory Services LLC
Michigan
$275K +$263K +2,103 New
HBW
1907
Hazlett, Burt & Watson
West Virginia
$275K +$8.25K +66 +3%
PWM
1908
Partners Wealth Management
California
$274K -$125 -1 -0%
LSIA
1909
LaSalle St. Investment Advisors
Illinois
$274K +$10K +80 +4%
DWM
1910
Darwin Wealth Management
Florida
$274K +$1.88K +15 +0.7%
PMSA
1911
Patrick M. Sweeney & Associates
Illinois
$274K +$125 +1 +0%
CWG
1912
Crown Wealth Group
North Carolina
$272K +$24.9K +199 +11%
HIM
1913
Hanlon Investment Management
New Jersey
$272K +$4.38K +35 +2%
PCA
1914
Peddock Capital Advisors
Massachusetts
$272K – – –
AWS
1915
Arkfeld Wealth Strategies
Nebraska
$271K +$1.75K +14 +0.7%
PPWM
1916
Premier Private Wealth Management
Florida
$271K -$25K -200 -9%
CWWM
1917
Clear Wave Wealth Management
New Jersey
$271K +$258K +2,066 New
CPC
1918
Consolidated Planning Corp
Georgia
$268K -$6.46M -51,667 -96%
PWP
1919
Ponta Wealth Partners
Florida
$267K -$125 -1 -0%
CRI
1920
Commonwealth Retirement Investments
Virginia
$267K – – –
JWM
1921
Jessup Wealth Management
Ohio
$266K +$37.5K +300 +17%
TCP
1922
TMB Capital Partners
Arkansas
$266K +$125 +1 +0%
MFP
1923
Meramec Financial Planners
Missouri
$265K +$500 +4 +0.2%
GRR
1924
Golden Reserve Retirement
Ohio
$265K +$253K +2,027 New
MIP
1925
Marietta Investment Partners
Wisconsin
$265K – – –
75 76
77
78 79