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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1926
MeadowBrook Investment Advisors
Michigan
$161K – – –
VNA
1927
Valley National Advisers
Pennsylvania
$159K +$4.53K +40 +3%
KC
1928
Knuff & Co
California
$158K +$12K +106 +8%
DCBT
1929
Dakota Community Bank & Trust
North Dakota
$156K -$11K -97 -6%
CFFP
1930
Center for Financial Planning
Michigan
$152K – – –
VFM
1931
Vision Financial Markets
Connecticut
$150K +$158K +1,395 New
VC
1932
Vestor Capital
Illinois
$149K +$3.85K +34 +3%
ADL
1933
Asset Dedication LLC
California
$149K -$610K -5,387 -80%
IWM
1934
IMG Wealth Management
Florida
$147K +$155K +1,365 New
AP
1935
Atwood & Palmer
Missouri
$145K – – –
PWA
1936
Physician Wealth Advisors
Utah
$145K +$152K +1,346 New
WI
1937
Wintrust Investments
Illinois
$144K +$79.8K +704 +110%
IWA
1938
Icon Wealth Advisors
Texas
$144K -$340 -3 -0.2%
KB
1939
Kimelman & Baird
New York
$144K – – –
NECFA
1940
New England Capital Financial Advisors
Connecticut
$141K +$113 +1 +0.1%
NWWA
1941
New Wave Wealth Advisors
Arkansas
$135K +$143K +1,258 New
ME
1942
McIlrath & Eck
Washington
$135K +$104K +914 +268%
HCM
1943
Hollencrest Capital Management
California
$135K – – –
OP
1944
ORG Partners
Indiana
$133K +$37.8K +334 +37%
CWM
1945
Cranbrook Wealth Management
Michigan
$133K – – –
SAM
1946
S.A. Mason
Michigan
$131K +$1.36K +12 +1%
RWM
1947
Ruedi Wealth Management
Illinois
$130K – – –
AF
1948
Atala Financial
California
$130K +$136K +1,202 New
KFI
1949
Key Financial Inc
Pennsylvania
$128K +$2.15K +19 +2%
PGAM
1950
Princeton Global Asset Management
New Jersey
$128K -$24.4K -215 -15%
76 77
78
79 80