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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
2126
Private Client Services
Kentucky
$208K +$199K +1,589 New
CTI
2127
Community Trust & Investment
Kentucky
$208K +$199K +1,589 New
ADBIC
2128
A.D. Beadell Investment Counsel
Wisconsin
$208K +$199K +1,590 New
AT
2129
American Trust
Kentucky
$208K +$198K +1,587 New
SWA
2130
Strategies Wealth Advisors
Michigan
$207K +$198K +1,583 New
VNA
2131
Valley National Advisers
Pennsylvania
$207K +$14.5K +116 +8%
HC
2132
Hamilton Capital
Ohio
$206K +$197K +1,572 New
BFA
2133
Beacon Financial Advisory
Ohio
$206K +$196K +1,571 New
GT
2134
GreatBanc Trust
Illinois
$206K -$107K -854 -35%
AP
2135
Americana Partners
Texas
$206K -$21.3K -170 -10%
FFS
2136
Founders Financial Securities
Maryland
$204K +$192K +1,537 New
WFPG
2137
Waller Financial Planning Group
Ohio
$203K +$194K +1,552 New
NWMG
2138
Nicholson Wealth Management Group
South Carolina
$203K -$53.9K -431 -22%
SA
2139
Stewardship Advisors
Pennsylvania
$203K +$193K +1,547 New
SCA
2140
Stokes Capital Advisors
South Carolina
$202K +$193K +1,544 New
P
2141
Palladiem
Pennsylvania
$202K +$625 +5 +0.3%
LIA
2142
LBMC Investment Advisors
Tennessee
$202K -$144K -1,154 -43%
C1AG
2143
Client 1st Advisory Group
Florida
$202K -$29.3K -234 -13%
CWMGO
2144
Capstone Wealth Management Group (Oregon)
Oregon
$201K +$192K +1,538 New
TF
2145
Trek Financial
Arizona
$201K +$192K +1,538 New
GWM
2146
Glass Wealth Management
Texas
$201K +$192K +1,535 New
VP
2147
Verisail Partners
Georgia
$201K +$192K +1,533 New
WBC
2148
West Branch Capital
Massachusetts
$200K -$11.6K -93 -6%
AFT
2149
Alpha Family Trust
California
$200K +$191K +1,530 New
JMA
2150
J.M. Arbour
Maine
$200K +$191K +1,530 New
84 85
86
87 88