Duke Energy

DUK

Market cap $93.3B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1001	AWS 1001 Aris Wealth Services State College, Pennsylvania	$105K	+$111K	+1,363	New
1002	NCM 1002 Nelson Capital Management Menlo Park, California	$102K	–	–	–
1003	AWM 1003 AllSquare Wealth Management Albany, New York	$100K	–	–	–
1004	WA 1004 Winfield Associates Cleveland, Ohio	$98K	-$83.8K	-1,032	-45%
1005	PCTC 1005 Perkins Coie Trust Company Seattle, Washington	$98K	+$41.2K	+507	+66%
1006	ZB 1006 Zions Bancorporation Salt Lake City, Utah	$97K	+$103K	+1,270	New
1007	RPG 1007 Risk Paradigm Group Austin, Texas	$93.7K	+$99K	+1,220	New
1008	PSC 1008 Prentiss Smith & Co Brattleboro, Vermont	$91K	-$14.9K	-183	-13%
1009	WCM 1009 Wealthcare Capital Management Richmond, Virginia	$87K	+$77.1K	+950	+528%
1010	WOC 1010 West Oak Capital Westlake Village, California	$85.9K	-$16.2K	-200	-15%
1011	JIR 1011 James Investment Research Alpha, Ohio	$85K	–	–	–
1012	RI 1012 Redwood Investments Boston, Massachusetts	$84K	–	–	–
1013	WA 1013 Waverly Advisors Birmingham, Alabama	$84K	+$80K	+986	+888%
1014	AF 1014 Arrow Financial Glens Falls, New York	$82K	-$5.92K	-73	-6%
1015	NSIM 1015 North Star Investment Management Chicago, Illinois	$75K	+$81	+1	+0.1%
1016	BWA 1016 Burt Wealth Advisors North Bethesda, Maryland	$70K	–	–	–
1017	TWMP 1017 Taylor Wealth Management Partners Boston, Massachusetts	$67K	+$70.5K	+868	New
1018	SAC 1018 Smith Affiliated Capital New York	$66.8K	–	–	–
1019	JIC 1019 Joel Isaacson & Co New York	$66K	+$6.01K	+74	+9%
1020	OFS 1020 Orrstown Financial Services Harrisburg, Pennsylvania	$64K	–	–	–
1021	GAM 1021 Gemmer Asset Management Walnut Creek, California	$62K	–	–	–
1022	GWM 1022 Gupta Wealth Management San Diego, California	$62K	+$65.7K	+809	New
1023	LWA 1023 Lowe Wealth Advisors Columbia, Maryland	$61K	–	–	–
1024	FWM 1024 Focused Wealth Management Newburgh, New York	$60K	–	–	–
1025	MCM 1025 MV Capital Management Bethesda, Maryland	$57K	–	–	–

Duke Energy DUK Market cap $93.3B

Duke Energy

DUK

Market cap $93.3B