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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NBT
2101
Northwest Bank & Trust
Iowa
$24.2K – – –
BCPWM
2102
Bradley & Co Private Wealth Management
Florida
$23.9K +$25.1K +222 New
KSWA
2103
Kathleen S. Wright Associates
Pennsylvania
$22.2K +$23.3K +206 New
MA
2104
Modus Advisors
Minnesota
$22.1K +$23.2K +205 New
PCC
2105
Park Circle Company
Maryland
$21.5K – – –
IA
2106
IFS Advisors
Kansas
$21.5K +$22.7K +200 New
DF
2107
Dunhill Financial
United Kingdom
$21K +$4.53K +40 +26%
MEG
2108
Millstone Evans Group
Colorado
$20.9K +$22K +194 New
FFL
2109
Financial Freedom LLC
Ohio
$20.7K – – –
AS
2110
Altshuler Shaham
Israel
$20.6K +$906 +8 +4%
DIP
2111
DT Investment Partners
Pennsylvania
$20.5K – – –
EC
2112
Elequin Capital
New York
$20.4K -$24.5K -216 -53%
PFG
2113
Putney Financial Group
California
$20.3K +$21.3K +188 New
MAS
2114
MPWM Advisory Solutions
Georgia
$20.1K +$21.2K +187 New
FCG
2115
Financial Connections Group
California
$20K – – –
PWMA
2116
Pension & Wealth Management Advisors
Massachusetts
$19.7K +$20.7K +183 New
RTC
2117
Riverview Trust Company
Washington
$18.9K – – –
SA
2118
SRH Advisors
Kansas
$18.9K – – –
FP
2119
Financial Perspectives
Minnesota
$18.1K – – –
BFP
2120
Briaud Financial Planning
Texas
$18K – – –
ACA
2121
American Capital Advisory
Idaho
$17.9K – – –
SRCM
2122
Signature Resources Capital Management
California
$17.9K – – –
DFA
2123
DHJJ Financial Advisors
Illinois
$17.8K – – –
MWM
2124
Mascoma Wealth Management
New Hampshire
$17.5K – – –
MCM
2125
MidAtlantic Capital Management
Virginia
$16.7K – – –
83 84
85
86 87