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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2051
Addison Advisors
Vermont
$158K -$24.8K -204 -14%
NECFA
2052
New England Capital Financial Advisors
Connecticut
$157K +$607 +5 +0.4%
ACM
2053
Aster Capital Management
United Arab Emirates
$156K +$153K +1,263 New
SA
2054
Scarborough Advisors
Maryland
$156K +$117K +966 +332%
HCM
2055
Hollencrest Capital Management
California
$155K – – –
CWM
2056
Cranbrook Wealth Management
Michigan
$153K – – –
AWM
2057
AllSquare Wealth Management
New York
$152K +$18.2K +150 +14%
CCM
2058
Cutler Capital Management
Massachusetts
$151K +$16.1K +133 +12%
GF
2059
GGM Financials
Ohio
$151K +$148K +1,217 New
SAM
2060
S.A. Mason
Michigan
$150K – – –
TFA
2061
Transamerica Financial Advisors
Florida
$150K +$146K +1,201 +10,008%
GTAM
2062
Global Trust Asset Management
Florida
$150K +$49.1K +405 +50%
SWIM
2063
Smallwood Wealth Investment Management
New Jersey
$149K +$121 +1 +0.1%
IWA
2064
Icon Wealth Advisors
Texas
$149K – – –
CCM
2065
Chilton Capital Management
Texas
$147K +$110K +903 +314%
PGAM
2066
Princeton Global Asset Management
New Jersey
$147K +$7.89K +65 +6%
NRG
2067
Nemes Rush Group
Michigan
$145K +$1.09K +9 +0.8%
FPF
2068
First Pacific Financial
Washington
$143K +$971 +8 +0.7%
AF
2069
Alerus Financial
North Dakota
$143K -$30.9K -255 -18%
WB
2070
Webster Bank
Connecticut
$139K +$7.52K +62 +6%
WIM
2071
Westside Investment Management
California
$138K +$22.1K +182 +19%
CT
2072
Coastline Trust
Rhode Island
$136K – – –
JWM
2073
JPL Wealth Management
Colorado
$135K +$133K +1,092 New
CP
2074
Canopy Partners
Ohio
$135K +$35.3K +291 +36%
MTIC
2075
Missouri Trust & Investment Company
Missouri
$135K -$6.07K -50 -4%
81 82
83
84 85