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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1076
Focused Wealth Management
New York
$57K -$3.18K -42 -6%
CCA
1077
Catalyst Capital Advisors
New York
$57K +$53.7K +710 New
SBL
1078
Sargent Bickham Lagudis
Colorado
$56K +$52.4K +692 New
SMG
1079
Spectrum Management Group
Indiana
$55K +$51.5K +681 New
PFBT
1080
Parkside Financial Bank & Trust
Missouri
$54K +$2.5K +33 +5%
AC
1081
Alexandria Capital
Virginia
$49K – – –
GWM
1082
Gupta Wealth Management
California
$47K -$5.07K -67 -10%
HWP
1083
Hefty Wealth Partners
Indiana
$46K – – –
TWMP
1084
Taylor Wealth Management Partners
Massachusetts
$43K +$34.1K +450 +542%
3C
1085
361 Capital
Colorado
$41K +$38.6K +510 New
SCA
1086
Stuart Chaussee & Associates
California
$40K – – –
TIM
1087
Thornburg Investment Management
New Mexico
$38K -$150M -1,976,863 -100%
CFA
1088
Camarda Financial Advisors
Florida
$38K – – –
GWS
1089
Glassman Wealth Services
Virginia
$38K – – –
TDC
1090
Thompson Davis & Co
Virginia
$38K +$5.45K +72 +18%
BWA
1091
Burt Wealth Advisors
Maryland
$38K +$7.57K +100 +27%
LJHT
1092
Laurie J. Hall Trustee
$33K – – –
MFT
1093
Moisand Fitzgerald Tamayo
Florida
$33K – – –
SIG
1094
Stanford Investment Group
California
$32K – – –
KLI
1095
Kelman-Lazarov Inc
Tennessee
$32K +$30.3K +400 New
RFWA
1096
RPg Family Wealth Advisory
Massachusetts
$31K +$29.1K +384 New
UFA
1097
US Financial Advisors
Massachusetts
$30K -$15.5K -205 -35%
HCM
1098
Highlander Capital Management
New Jersey
$30K – – –
AI
1099
ArchPoint Investors
Florida
$29K – – –
MCA
1100
Mercer Capital Advisers
New Jersey
$28K -$5K -66 -16%
42 43
44
45 46