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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2101
Tidemark
California
$45.7K -$12.3K -108 -22%
APW
2102
Acima Private Wealth
Virginia
$44.9K – – –
MCA
2103
Midwest Capital Advisors
Michigan
$44.8K – – –
TIM
2104
Tortoise Investment Management
New York
$44.2K – – –
PP
2105
Pacifica Partners
Canada
$44.1K – – –
TFGT
2106
TS Financial Group (TSFG)
Illinois
$44K +$31.8K +279 +358%
TFM
2107
TFC Financial Management
Massachusetts
$43K – – –
FCT
2108
First Community Trust
Iowa
$42.4K – – –
TFA
2109
Toth Financial Advisory
Virginia
$42.2K +$9.46K +83 +32%
LD
2110
Lipe & Dalton
New York
$42K – – –
MSG
2111
Main Street Group
Virginia
$40.6K -$2.39K -21 -6%
RPA
2112
Redwood Park Advisors
California
$40.6K – – –
CNBT
2113
Cornerstone National Bank & Trust
Illinois
$40.6K – – –
OCM
2114
Orion Capital Management
California
$40.6K – – –
BIA
2115
Bell Investment Advisors
California
$40.5K +$7.29K +64 +24%
CWM
2116
Centricity Wealth Management
Ohio
$40.5K – – –
HI
2117
Hoey Investments
Pennsylvania
$40.3K – – –
MC
2118
Montag & Caldwell
Georgia
$40.3K – – –
CH
2119
Canton Hathaway
Rhode Island
$40K -$16K -140 -30%
FIM
2120
FWL Investment Management
Texas
$39.5K – – –
FWA
2121
FSC Wealth Advisors
New York
$39.5K +$342 +3 +0.9%
WAS
2122
Winch Advisory Services
Wisconsin
$38.8K +$228 +2 +0.6%
AWM
2123
Abound Wealth Management
Tennessee
$38.8K -$38.3K -336 -51%
GWSA
2124
Global Wealth Strategies & Associates
Colorado
$38.7K – – –
CFS
2125
CGC Financial Services
Oregon
$37.6K – – –
83 84
85
86 87