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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1951
Carolina Wealth Advisors
South Carolina
$41.5K +$18.1K +163 +83%
PP
1952
Pacifica Partners
Canada
$40.8K – – –
TFM
1953
TFC Financial Management
Massachusetts
$40.7K – – –
FCT
1954
First Community Trust
Iowa
$40.1K – – –
LD
1955
Lipe & Dalton
New York
$40K – – –
WAM
1956
WFA Asset Management
Wisconsin
$40K +$223 +2 +0.6%
ME
1957
McIlrath & Eck
Washington
$39.3K +$334 +3 +0.9%
CCA
1958
Catalyst Capital Advisors
New York
$38.5K +$18.6K +167 +100%
CNBT
1959
Cornerstone National Bank & Trust
Illinois
$38.4K +$37.1K +333 New
AT
1960
Arlington Trust
Alabama
$38.3K – – –
RWM
1961
Reston Wealth Management
Virginia
$37.7K +$36.4K +327 New
CA
1962
Claris Advisors
Missouri
$37.7K +$36.4K +327 New
FIM
1963
FWL Investment Management
Texas
$37.4K +$19.4K +174 +116%
PCWA
1964
Pacific Capital Wealth Advisors
California
$36.5K -$10.1K -91 -22%
GWSA
1965
Global Wealth Strategies & Associates
Colorado
$36.5K – – –
OC
1966
Oarsman Capital
Wisconsin
$35.9K +$34.6K +311 New
BIA
1967
Bell Investment Advisors
California
$34.7K +$557 +5 +2%
VFM
1968
Viking Fund Management
North Dakota
$34.6K – – –
GFPC
1969
Global Financial Private Client
Florida
$33.7K +$32.5K +292 New
CWM
1970
Compass Wealth Management
Connecticut
$33.4K – – –
CFG
1971
CKW Financial Group
Hawaii
$33K – – –
OW
1972
Olistico Wealth
Oklahoma
$32.3K -$2.23K -20 -7%
JFA
1973
JNBA Financial Advisors
Minnesota
$31.8K – – –
PWMG
1974
Private Wealth Management Group
New Jersey
$31.2K – – –
NIC
1975
Northwest Investment Counselors
Oregon
$30.3K +$29.3K +263 New
77 78
79
80 81