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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2051
IAG Wealth Partners
Wisconsin
$40.3K +$42.4K +374 New
APW
2052
Acima Private Wealth
Virginia
$39.6K – – –
MCA
2053
Midwest Capital Advisors
Michigan
$39.5K +$41.6K +367 New
TIM
2054
Tortoise Investment Management
New York
$39K – – –
PP
2055
Pacifica Partners
Canada
$38.2K +$113 +1 +0.3%
MSG
2056
Main Street Group
Virginia
$38.2K -$50.1K -442 -55%
TFM
2057
TFC Financial Management
Massachusetts
$38K – – –
S
2058
Sachetta
Massachusetts
$37.9K -$9.18K -81 -19%
WAM
2059
WFA Asset Management
Wisconsin
$37.5K +$113 +1 +0.3%
FCT
2060
First Community Trust
Iowa
$37.5K – – –
LD
2061
Lipe & Dalton
New York
$37K – – –
RPA
2062
Redwood Park Advisors
California
$35.9K +$37.7K +333 New
CNBT
2063
Cornerstone National Bank & Trust
Illinois
$35.9K – – –
OCM
2064
Orion Capital Management
California
$35.9K +$37.7K +333 New
CWM
2065
Centricity Wealth Management
Ohio
$35.8K +$37.6K +332 New
CCM
2066
Chilton Capital Management
Texas
$35.7K +$29.1K +257 +347%
HI
2067
Hoey Investments
Pennsylvania
$35.6K +$37.4K +330 New
MC
2068
Montag & Caldwell
Georgia
$35.6K +$37.4K +330 New
FIM
2069
FWL Investment Management
Texas
$34.9K – – –
FWA
2070
FSC Wealth Advisors
New York
$34.6K -$10.3K -91 -22%
GWSA
2071
Global Wealth Strategies & Associates
Colorado
$34.2K – – –
PCWA
2072
Pacific Capital Wealth Advisors
California
$34.2K – – –
WAS
2073
Winch Advisory Services
Wisconsin
$34K +$27.5K +243 +333%
OC
2074
Oarsman Capital
Wisconsin
$33.5K – – –
CFS
2075
CGC Financial Services
Oregon
$33.2K +$27.4K +242 +367%
81 82
83
84 85