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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2151
SIMA Wealth Partners
Virginia
$30.4K – – –
FNWA
2152
Financial Network Wealth Advisors
Utah
$29.9K – – –
VWM
2153
Vermillion Wealth Management
Minnesota
$29.5K – – –
LAM
2154
Lynch Asset Management
Pennsylvania
$29.5K +$29.5K +250 New
MWM
2155
Mascoma Wealth Management
New Hampshire
$29.4K +$10.3K +87 +54%
LD
2156
Lipe & Dalton
New York
$29K -$11.8K -100 -29%
LWMI
2157
Legacy Wealth Management (Idaho)
Idaho
$28.3K – – –
LWCFA
2158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.3K – – –
LIS
2159
Legacy Investment Solutions
Idaho
$28.3K +$28.3K +240 New
PWMG
2160
Prestige Wealth Management Group
New Jersey
$28K – – –
BFP
2161
Briaud Financial Planning
Texas
$27K +$6.49K +55 +31%
SJIM
2162
St. Johns Investment Management
Florida
$26.7K – – –
JFA
2163
JNBA Financial Advisors
Minnesota
$26.3K – – –
NEWAS
2164
N.E.W. Advisory Services
Wisconsin
$26.3K – – –
BCPWM
2165
Bradley & Co Private Wealth Management
Florida
$26.2K – – –
AWM
2166
Atticus Wealth Management
Florida
$26.1K – – –
MSG
2167
Main Street Group
Virginia
$25.9K -$13.5K -114 -34%
MF
2168
Magnetar Financial
Illinois
$25.7K -$1.09M -9,279 -98%
AWM
2169
Activest Wealth Management
Florida
$24.8K -$236 -2 -0.9%
PCM
2170
Perritt Capital Management
Illinois
$24.7K – – –
TTIC
2171
Tower Trust & Investment Company
Iowa
$24.4K – – –
SWA
2172
SOA Wealth Advisors
New York
$24.3K +$118 +1 +0.5%
KSWA
2173
Kathleen S. Wright Associates
Pennsylvania
$24.3K – – –
PCC
2174
Park Circle Company
Maryland
$23.6K – – –
STB
2175
S&T Bank
Pennsylvania
$23.6K +$4.96K +42 +27%
85 86
87
88 89