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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2226
Avalon Trust
New Mexico
$105K +$100K +800 New
PIM
2227
Plato Investment Management
Australia
$104K +$99.4K +795 New
FPF
2228
First Pacific Financial
Washington
$104K -$46.4K -371 -32%
PMFA
2229
Plante Moran Financial Advisors
Michigan
$104K -$27.8K -222 -22%
TLFA
2230
True Link Financial Advisors
California
$102K +$97.5K +780 New
NEWAS
2231
N.E.W. Advisory Services
Wisconsin
$101K +$65.4K +523 +209%
MFT
2232
Moisand Fitzgerald Tamayo
Florida
$99.9K – – –
KG
2233
Kilter Group
New York
$99K +$76.8K +614 +432%
TC
2234
Trust Company
Kansas
$97.7K +$33K +264 +55%
TPWA
2235
Twin Peaks Wealth Advisors
California
$94.5K +$90.3K +722 New
LIA
2236
Luken Investment Analytics
Tennessee
$94.4K -$625 -5 -0.7%
LI
2237
LRI Investments
Florida
$93.8K -$875 -7 -1%
IRAG
2238
Investment Research & Advisory Group
Georgia
$92.2K -$6.88K -55 -8%
BHWM
2239
Beaird Harris Wealth Management
Texas
$90.3K -$17.5K -140 -17%
TWD
2240
True Wealth Design
Ohio
$90.3K +$71.5K +572 +485%
PP
2241
PFS Partners
New Jersey
$88.3K – – –
EDRH
2242
Edmond de Rothschild Holding
Switzerland
$87.3K – – –
FW
2243
Fairway Wealth
Ohio
$86.9K +$79.9K +639 +2,556%
JGIA
2244
Jackson Grant Investment Advisers
Connecticut
$83.3K – – –
KFAS
2245
Keating Financial Advisory Services
Kansas
$82.8K -$750 -6 -0.9%
WSCM
2246
Wellington Shields Capital Management
New York
$82.5K – – –
GWP
2247
Gen-Wealth Partners
Michigan
$81.6K +$9.5K +76 +14%
S
2248
Sachetta
Massachusetts
$81.3K +$2.38K +19 +3%
IRC
2249
Investors Research Corp
Georgia
$78.6K – – –
EWM
2250
Evolution Wealth Management
Florida
$77.6K +$46.9K +375 +172%
88 89
90
91 92