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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
C
2076
Covestor
United Kingdom
$65K +$11.2K +98 +22%
BHWM
2077
Beaird Harris Wealth Management
Texas
$63.8K – – –
M
2078
MOTCO
Texas
$63.5K +$2.39K +21 +4%
GIA
2079
GHP Investment Advisors
Colorado
$63.4K -$6.16K -54 -9%
AW
2080
Avion Wealth
Texas
$63K – – –
HWM
2081
Hemington Wealth Management
Virginia
$63K +$9.01K +79 +18%
SCA
2082
Stuart Chaussee & Associates
California
$62.7K – – –
HSA
2083
Hussman Strategic Advisors
Maryland
$61K – – –
LAM
2084
Lummis Asset Management
Texas
$61K – – –
TCPG
2085
Trivant Custom Portfolio Group
California
$61K – – –
BTD
2086
BankPlus Trust Department
Mississippi
$60.3K – – –
PPWM
2087
PFG Private Wealth Management
Florida
$59.3K +$2.28K +20 +4%
LWA
2088
Lowe Wealth Advisors
Maryland
$55.1K +$1.94K +17 +4%
POIA
2089
Pin Oak Investment Advisors
Texas
$54K – – –
OWP
2090
ORG Wealth Partners
Texas
$53.8K +$50.5K +443 New
BDPWM
2091
Barnes Dennig Private Wealth Management
Ohio
$53.8K +$50.3K +441 New
FWM
2092
FSA Wealth Management
Massachusetts
$53.3K – – –
DAM
2093
Delta Asset Management
Tennessee
$52.4K -$5.7K -50 -10%
HCM
2094
Horrell Capital Management
Arkansas
$52.3K – – –
EFMH
2095
E Fund Management (HK)
Hong Kong
$52K +$48.3K +424 New
SO
2096
Sierra Ocean
California
$51.9K +$15.4K +135 +47%
CAWM
2097
Capital A Wealth Management
Pennsylvania
$49.2K -$25.3K -222 -36%
HFS
2098
Hopwood Financial Services
Virginia
$48.8K -$11.4K -100 -20%
ATC
2099
Advantage Trust Company
Kansas
$48.7K -$75.8K -665 -63%
1IA
2100
1620 Investment Advisors
Massachusetts
$48.6K – – –
82 83
84
85 86