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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
2076
Client 1st Advisory Group
Florida
$217K +$21.6K +171 +11%
CWMGO
2077
Capstone Wealth Management Group (Oregon)
Oregon
$217K +$21.9K +174 +11%
LI
2078
LVZ Inc
Michigan
$216K +$3.41K +27 +2%
WAS
2079
WESPAC Advisors SoCal
California
$216K +$215K +1,704 New
BWM
2080
BNB Wealth Management
Maryland
$215K – – –
AW
2081
Alteri Wealth
California
$215K +$126 +1 +0.1%
PCS
2082
Private Client Services
Kentucky
$215K +$13.9K +110 +7%
FMI
2083
F/M Investments
District of Columbia
$215K -$252 -2 -0.1%
WSWA
2084
Warren Street Wealth Advisors
California
$214K -$757 -6 -0.4%
MWM
2085
MBE Wealth Management
Wisconsin
$214K -$41.6K -330 -16%
FC
2086
Fairscale Capital
New Hampshire
$214K – – –
HNH
2087
Hopwood Nicholas Hunter
$214K +$2.14K +17 +1%
CWMK
2088
Caliber Wealth Management (Kansas)
Kansas
$214K +$4.04K +32 +2%
ERIC
2089
Eagle Rock Investment Company
Georgia
$213K – – –
MCFP
2090
Mallini Complete Financial Planning
Florida
$213K – – –
EIG
2091
Ellenbecker Investment Group
Wisconsin
$212K – – –
FWA
2092
FSM Wealth Advisors
Ohio
$212K -$22.2K -176 -9%
WCM
2093
Wedge Capital Management
North Carolina
$212K -$35.8K -284 -15%
MAG
2094
MRA Advisory Group
New Jersey
$211K +$505 +4 +0.2%
A
2095
Allianz
Germany
$211K – – –
OWIM
2096
Old West Investment Management
California
$211K +$210K +1,666 New
SPWM
2097
Smith Partners Wealth Management
North Carolina
$211K -$17.2K -136 -8%
SFS
2098
Sharp Financial Services
Pennsylvania
$210K -$27.1K -215 -11%
AAS
2099
Annex Advisory Services
Wisconsin
$210K -$18.8K -149 -8%
GHA
2100
Good Harbor Advisors
Massachusetts
$209K – – –
82 83
84
85 86