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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1976
Hughes Financial Services
Virginia
$215K +$485 +4 +0.2%
EWP
1977
Elevation Wealth Partners
California
$215K +$3.76K +31 +2%
IAA
1978
Ironsides Asset Advisors
North Carolina
$215K – – –
WWA
1979
Wingate Wealth Advisors
Massachusetts
$214K +$210K +1,733 New
HPC
1980
Hobart Private Capital
North Carolina
$214K +$210K +1,733 New
CIA
1981
Compass Ion Advisors
Pennsylvania
$214K -$2.79K -23 -1%
JWM
1982
Jessup Wealth Management
Ohio
$214K -$7.64K -63 -4%
WBC
1983
West Branch Capital
Massachusetts
$213K -$13.8K -114 -6%
LNB
1984
Ledyard National Bank
$213K +$209K +1,724 New
FAG
1985
Fortitude Advisory Group
Washington
$213K -$7.89K -65 -4%
FWI
1986
Facet Wealth Inc
Maryland
$213K +$209K +1,722 New
KCFA
1987
Key Client Fiduciary Advisors
New Jersey
$212K +$243 +2 +0.1%
HT
1988
Heritage Trust
Oklahoma
$212K +$208K +1,713 New
CWG
1989
Crown Wealth Group
North Carolina
$212K +$208K +1,712 New
QPWM
1990
Quadrant Private Wealth Management
Pennsylvania
$212K +$208K +1,711 New
WMWM
1991
Wilkins Miller Wealth Management
Alabama
$211K +$1.21K +10 +0.6%
1WA
1992
180 Wealth Advisors
Washington
$211K -$12.6K -104 -6%
DWA
1993
Douglass Winthrop Advisors
New York
$211K +$207K +1,703 New
1IA
1994
1834 Investment Advisors
Wisconsin
$210K – – –
WSWA
1995
Warren Street Wealth Advisors
California
$210K +$206K +1,696 New
IWA
1996
IVC Wealth Advisors
Pennsylvania
$210K +$206K +1,695 New
MWM
1997
MBE Wealth Management
Wisconsin
$210K +$205K +1,693 New
ERIC
1998
Eagle Rock Investment Company
Georgia
$209K +$204K +1,685 New
RIA
1999
Richwood Investment Advisors
Ohio
$209K +$204K +1,685 New
FFG
2000
Frisch Financial Group
New York
$208K +$204K +1,684 New
78 79
80
81 82