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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1976
Toth Financial Advisory
Virginia
$30.3K +$111 +1 +0.4%
SWP
1977
SIMA Wealth Partners
Virginia
$29.7K – – –
CAC
1978
Core Alternative Capital
Georgia
$28.8K – – –
LIS
1979
Legacy Investment Solutions
Idaho
$28.6K +$28.6K +257 New
LWMI
1980
Legacy Wealth Management (Idaho)
Idaho
$28.6K +$28.6K +257 New
OA
1981
Operose Advisors
Wisconsin
$28.6K – – –
LWCFA
1982
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.6K – – –
BHWM
1983
Beaird Harris Wealth Management
Texas
$27.6K -$182K -1,634 -87%
PWMG
1984
Prestige Wealth Management Group
New Jersey
$27.1K – – –
FPF
1985
First Pacific Financial
Washington
$27K – – –
SJIM
1986
St. Johns Investment Management
Florida
$26.1K – – –
CAM
1987
Chesapeake Asset Management
New York
$24.1K +$14.9K +134 +179%
PCM
1988
Perritt Capital Management
Illinois
$23.9K +$223 +2 +1%
NBT
1989
Northwest Bank & Trust
Iowa
$23.9K -$22.1K -199 -49%
FCMT
1990
Founders Capital Management (Texas)
Texas
$23.5K +$223 +2 +1%
SWA
1991
SOA Wealth Advisors
New York
$23.5K +$111 +1 +0.5%
PCC
1992
Park Circle Company
Maryland
$23.1K – – –
FFL
1993
Financial Freedom LLC
Ohio
$22.1K – – –
DIP
1994
DT Investment Partners
Pennsylvania
$21.9K – – –
AS
1995
Altshuler Shaham
Israel
$21.1K -$1.78K -16 -8%
FCG
1996
Financial Connections Group
California
$21K – – –
SA
1997
SRH Advisors
Kansas
$20.2K – – –
RTC
1998
Riverview Trust Company
Washington
$20.2K +$1.22K +11 +7%
BFP
1999
Briaud Financial Planning
Texas
$20K – – –
CWM
2000
Cedar Wealth Management
California
$19.5K – – –
78 79
80
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