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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFGM
2151
Stonebridge Financial Group (Missouri)
Missouri
$203K -$9.34K -74 -4%
BCM
2152
Buckhead Capital Management
Georgia
$202K +$202K +1,599 New
QPWM
2153
Quadrant Private Wealth Management
Pennsylvania
$202K +$202K +1,599 New
ADBIC
2154
A.D. Beadell Investment Counsel
Wisconsin
$202K +$1.14K +9 +0.6%
ZF
2155
Zhang Financial
Michigan
$202K +$126 +1 +0.1%
TCM
2156
TruNorth Capital Management
Michigan
$201K +$201K +1,590 New
SWA
2157
Strategies Wealth Advisors
Michigan
$200K +$126 +1 +0.1%
PRP
2158
Peak Retirement Planning
Ohio
$200K -$12.2K -97 -6%
VNA
2159
Valley National Advisers
Pennsylvania
$197K -$3.03K -24 -2%
KC
2160
Knuff & Co
California
$195K +$23K +182 +13%
AEPWM
2161
Atlantic Edge Private Wealth Management
Florida
$191K +$15.9K +126 +9%
MAM
2162
Morse Asset Management
Connecticut
$190K – – –
SSG
2163
Summit Securities Group
New York
$187K +$69.8K +553 +60%
CW
2164
CrossGen Wealth
North Carolina
$187K -$53.2K -422 -22%
DWM
2165
Dogwood Wealth Management
Kansas
$187K -$492K -3,903 -73%
IWM
2166
IMG Wealth Management
Florida
$184K +$1.77K +14 +1%
CFFP
2167
Center for Financial Planning
Michigan
$182K – – –
BFS
2168
Beacon Financial Strategies
North Carolina
$177K – – –
SWAG
2169
Spectrum Wealth Advisory Group
California
$176K +$176K +1,392 New
VFM
2170
Vision Financial Markets
Connecticut
$176K – – –
PGAM
2171
Princeton Global Asset Management
New Jersey
$173K +$1.39K +11 +0.8%
IFWM
2172
Institute for Wealth Management
Colorado
$172K +$172K +1,360 New
NRG
2173
Nemes Rush Group
Michigan
$171K -$53.9K -427 -24%
FFO
2174
Fortitude Family Office
Arizona
$171K -$1.14K -9 -0.7%
AP
2175
Atwood & Palmer
Missouri
$171K – – –
85 86
87
88 89