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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2101
SPWM Advisors
Michigan
$213K -$29.9K -239 -12%
CFGW
2102
Chancellor Financial Group WB
Pennsylvania
$213K +$204K +1,628 New
MIA
2103
MeadowBrook Investment Advisors
Michigan
$213K +$20.6K +165 +11%
WFMPM
2104
Woodley Farra Manion Portfolio Management
Indiana
$213K +$203K +1,627 New
RI
2105
Ruggiero Investments
Florida
$213K -$12.6K -101 -6%
FWM
2106
ForthRight Wealth Management
Georgia
$213K +$203K +1,625 New
TW
2107
Tempo Wealth
Ohio
$213K +$203K +1,624 New
TW
2108
Traveka Wealth
California
$212K +$203K +1,622 New
FAT
2109
First American Trust
California
$212K +$203K +1,621 New
AIA
2110
Alternative Investment Advisors
Florida
$212K -$15.8K -126 -7%
DFG
2111
Demars Financial Group
Washington
$212K +$202K +1,616 New
CCA
2112
Cadent Capital Advisors
Oklahoma
$211K +$202K +1,612 New
MWA
2113
Medallion Wealth Advisors
Connecticut
$211K +$2.88K +23 +1%
KOC
2114
Koss-Olinger Consulting
Florida
$211K -$79.9K -639 -28%
BIG
2115
Brookwood Investment Group
Arizona
$211K -$96.4K -771 -32%
SHGA
2116
Sand Hill Global Advisors
California
$211K +$201K +1,609 New
NIM
2117
Northeast Investment Management
Massachusetts
$210K +$201K +1,605 New
FC
2118
Fusion Capital
South Carolina
$210K +$200K +1,603 New
PIA
2119
Pinion Investment Advisors
Kansas
$210K -$33K -264 -14%
AWA
2120
Arbor Wealth Advisors
Michigan
$210K +$200K +1,602 New
MBWA
2121
Marin Bay Wealth Advisors
California
$210K +$116K +928 +51%
JFGLC
2122
Johnson Financial Group LLC (Colorado)
Colorado
$209K +$200K +1,598 New
1WA
2123
180 Wealth Advisors
Washington
$209K +$200K +1,596 New
SF
2124
Slagle Financial
Illinois
$209K +$199K +1,593 New
ZF
2125
Zhang Financial
Michigan
$208K +$199K +1,591 New
83 84
85
86 87