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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1176
SeaBridge Investment Advisors
New Jersey
$22K +$21.1K +266 New
FMT
1177
First Mercantile Trust
Tennessee
$21K – – –
SHJ
1178
Sharkey, Howes & Javer
Colorado
$21K – – –
TFO
1179
Tarbox Family Office
California
$21K – – –
MIFH
1180
Migdal Insurance & Financial Holdings
Israel
$21K +$11K +138 +119%
TCM
1181
TD Capital Management
Tennessee
$20K – – –
JFA
1182
JNBA Financial Advisors
Minnesota
$19K -$1.59K -20 -8%
AW
1183
Alpha Windward
Massachusetts
$19K – – –
LWA
1184
Lowe Wealth Advisors
Maryland
$19K – – –
PWM
1185
Perigon Wealth Management
California
$19K – – –
AP
1186
Atwood & Palmer
Missouri
$17K – – –
WAS
1187
Winch Advisory Services
Wisconsin
$16K +$159 +2 +1%
GWA
1188
Guidant Wealth Advisors
Illinois
$15K – – –
PCFFS
1189
Pacific Center for Financial Services
California
$14K -$13.8K -174 -50%
SQA
1190
Simon Quick Advisors
New Jersey
$14K – – –
FAM
1191
Fred Alger Management
New York
$13K – – –
CIA
1192
Cascade Investment Advisors
Oregon
$12.3K +$3.02K +38 +34%
WOC
1193
West Oak Capital
California
$12.2K -$1.99K -25 -14%
LA
1194
Legacy Advisors
Pennsylvania
$11K – – –
MFBTD
1195
MB Financial Bank - Trust Department
Illinois
$11K +$10.7K +134 New
HA
1196
Harfst & Associates
Wyoming
$11K +$11.5K +145 New
OFW
1197
Omnia Family Wealth
Florida
$9K – – –
WCM
1198
Wealthcare Capital Management
Virginia
$9K – – –
WP
1199
WealthPLAN Partners
Nebraska
$8.21K +$7.87K +99 New
ACM
1200
AUA Capital Management
Pennsylvania
$8K – – –
46 47
48
49 50