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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
2076
Ellenbecker Investment Group
Wisconsin
$220K +$210K +1,678 New
JFGIW
2077
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219K -$11.5K -92 -5%
SFGM
2078
Stonebridge Financial Group (Missouri)
Missouri
$219K -$4.75K -38 -2%
SPWM
2079
Spartan Planning & Wealth Management
North Carolina
$219K +$209K +1,675 New
GI
2080
GAMCO Investors
Connecticut
$219K +$209K +1,674 New
PJWM
2081
Philip James Wealth Mangement
Georgia
$219K -$14.1K -113 -6%
HNH
2082
Hopwood Nicholas Hunter
$219K +$209K +1,673 New
FFA
2083
Florida Financial Advisors
Florida
$219K +$209K +1,669 New
SPWM
2084
Schrum Private Wealth Management
Florida
$219K +$209K +1,672 New
BPW
2085
BlueDoor Private Wealth
Massachusetts
$218K -$13.5K -108 -6%
A
2086
Allianz
Germany
$218K – – –
CIA
2087
Compass Ion Advisors
Pennsylvania
$218K -$13.9K -111 -6%
MAG
2088
MRA Advisory Group
New Jersey
$218K +$208K +1,665 New
WMN
2089
Wealth Management Nebraska
Nebraska
$218K +$208K +1,661 New
SDWIA
2090
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K +$207K +1,657 New
SCA
2091
Strathmore Capital Advisors
North Carolina
$217K +$213K +1,706 New
CWMK
2092
Caliber Wealth Management (Kansas)
Kansas
$217K +$207K +1,656 New
GHA
2093
Good Harbor Advisors
Massachusetts
$217K +$207K +1,655 New
MCP
2094
Mirador Capital Partners
California
$216K +$207K +1,653 New
GHA
2095
Granite Harbor Advisors
Texas
$216K +$207K +1,652 New
SW
2096
SkyOak Wealth
Michigan
$216K +$207K +1,652 New
BC
2097
Barrett & Company
Rhode Island
$216K – – –
TAP
2098
TSG Advice Partners
Ohio
$214K +$204K +1,635 New
CCM
2099
Crew Capital Management
Ohio
$214K -$25K -200 -11%
ME
2100
McIlrath & Eck
Washington
$213K +$11.9K +95 +6%
82 83
84
85 86