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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1126
Pathstone Family Office
New Jersey
$99K -$336 -4 -0.3%
CLOS
1127
Compagnie Lombard Odier SCmA
Switzerland
$99K +$28.5K +339 +40%
OIA
1128
OneDigital Investment Advisors
Kansas
$99K +$100K +1,190 New
TRCT
1129
Tower Research Capital (TRC)
New York
$96K +$48.7K +579 +103%
GAM
1130
Gemmer Asset Management
California
$93K +$252 +3 +0.3%
OAM
1131
Oppenheimer Asset Management
New York
$90K +$4.04K +48 +5%
ATC
1132
Adirondack Trust Company
New York
$89K -$8.41K -100 -9%
HS
1133
Horan Securities
United States
$87K – – –
OFS
1134
Orrstown Financial Services
Pennsylvania
$87K +$26K +309 +42%
ACM
1135
Armbruster Capital Management
New York
$83K – – –
BL
1136
Balentine LLC
Georgia
$72K – – –
WIM
1137
Westside Investment Management
California
$70.5K – – –
CWM
1138
Cranbrook Wealth Management
Michigan
$70K +$70K +833 New
SA
1139
SpiderRock Advisors
Delaware
$68K – – –
HWM
1140
Holloway Wealth Management
Florida
$67K – – –
VC
1141
Vestor Capital
Illinois
$64K – – –
LWM
1142
Lenox Wealth Management
Ohio
$61K -$2.19K -26 -3%
FCMT
1143
Founders Capital Management (Texas)
Texas
$60K +$14.7K +175 +33%
FC
1144
Ferris Capital
Massachusetts
$60K +$60.8K +723 New
GEA
1145
Glen Eagle Advisors
New Jersey
$57.6K +$252 +3 +0.4%
SIAS
1146
Shine Investment Advisory Services
Colorado
$56K +$56.3K +670 New
FMTCOCP
1147
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55.8K – – –
MWM
1148
MinichMacGregor Wealth Management
New York
$53K -$11.8K -140 -18%
AF
1149
Allworth Financial
California
$51K -$23.5K -280 -31%
CPA
1150
Clear Perspective Advisors
Illinois
$49K -$23.5K -280 -32%
44 45
46
47 48