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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2101
Pineridge Advisors
Missouri
$46.5K +$342 +3 +0.8%
BFPW
2102
BOK Financial Private Wealth
Colorado
$45.9K +$42.9K +376 New
T
2103
Tidemark
California
$45.7K -$12.3K -108 -22%
APW
2104
Acima Private Wealth
Virginia
$44.9K – – –
MCA
2105
Midwest Capital Advisors
Michigan
$44.8K – – –
TIM
2106
Tortoise Investment Management
New York
$44.2K – – –
PP
2107
Pacifica Partners
Canada
$44.1K – – –
TFGT
2108
TS Financial Group (TSFG)
Illinois
$44K +$31.8K +279 +358%
TFM
2109
TFC Financial Management
Massachusetts
$43K – – –
FCT
2110
First Community Trust
Iowa
$42.4K – – –
TFA
2111
Toth Financial Advisory
Virginia
$42.2K +$9.46K +83 +32%
LD
2112
Lipe & Dalton
New York
$42K – – –
MSG
2113
Main Street Group
Virginia
$40.6K -$2.39K -21 -6%
RPA
2114
Redwood Park Advisors
California
$40.6K – – –
CNBT
2115
Cornerstone National Bank & Trust
Illinois
$40.6K – – –
OCM
2116
Orion Capital Management
California
$40.6K – – –
BIA
2117
Bell Investment Advisors
California
$40.5K +$7.3K +64 +24%
CWM
2118
Centricity Wealth Management
Ohio
$40.5K – – –
HI
2119
Hoey Investments
Pennsylvania
$40.3K – – –
MC
2120
Montag & Caldwell
Georgia
$40.2K – – –
CH
2121
Canton Hathaway
Rhode Island
$40K -$16K -140 -30%
FIM
2122
FWL Investment Management
Texas
$39.5K – – –
FWA
2123
FSC Wealth Advisors
New York
$39.5K +$342 +3 +0.9%
WAS
2124
Winch Advisory Services
Wisconsin
$38.8K +$228 +2 +0.6%
AWM
2125
Abound Wealth Management
Tennessee
$38.8K -$38.3K -336 -51%
83 84
85
86 87