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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2251
Sachetta
Massachusetts
$86.2K +$7.57K +60 +10%
PP
2252
PFS Partners
New Jersey
$86K +$631 +5 +0.7%
EDRH
2253
Edmond de Rothschild Holding
Switzerland
$84.4K – – –
PS
2254
Planning Strategies
Pennsylvania
$82.7K +$82.4K +653 New
IAS
2255
IMA Advisory Services
Colorado
$81.9K +$73K +579 +851%
FPF
2256
First Pacific Financial
Washington
$81K -$19.4K -154 -19%
JGIA
2257
Jackson Grant Investment Advisers
Connecticut
$80.5K – – –
WSCM
2258
Wellington Shields Capital Management
New York
$79.7K – – –
GWP
2259
Gen-Wealth Partners
Michigan
$78.9K – – –
IRC
2260
Investors Research Corp
Georgia
$75.9K – – –
FB
2261
First Bancorp
Maine
$74.4K +$74.2K +588 New
1M
2262
1248 Management
Missouri
$74.3K – – –
BW
2263
Basepoint Wealth
Iowa
$72.5K +$252 +2 +0.4%
FGA
2264
Fortis Group Advisors
New Jersey
$72.2K – – –
FWA
2265
Flagship Wealth Advisors
Massachusetts
$71.3K – – –
CA
2266
Centerpoint Advisors
Massachusetts
$70K – – –
HFM
2267
Hartford Financial Management
Connecticut
$68.9K – – –
BWS
2268
Buck Wealth Strategies
Colorado
$66.2K +$66K +523 New
PCTC
2269
Perkins Coie Trust Company
Washington
$64.2K – – –
CTWM
2270
Cherry Tree Wealth Management
Minnesota
$63.8K +$505 +4 +0.8%
WPWM
2271
Western Pacific Wealth Management
Illinois
$63.8K – – –
MUMSS
2272
Mitsubishi UFJ Morgan Stanley Securities
Japan
$63.4K -$120K -948 -65%
HSA
2273
Hussman Strategic Advisors
Maryland
$63.3K – – –
LAM
2274
Lummis Asset Management
Texas
$63.3K – – –
BTD
2275
BankPlus Trust Department
Mississippi
$62.5K – – –
89 90
91
92 93