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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
1176
Adirondack Trust Company
New York
$96K – – –
PSC
1177
Prentiss Smith & Co
Vermont
$95K -$160K -1,983 -63%
PGWM
1178
Parisi Gray Wealth Management
New Jersey
$95K +$890 +11 +0.9%
CWM
1179
Catamount Wealth Management
Connecticut
$91K – – –
GTAM
1180
Global Trust Asset Management
Florida
$90K – – –
NPP
1181
New Potomac Partners
Maryland
$84K – – –
SPL
1182
Smart Portfolios LLC
Washington
$83K – – –
GAM
1183
Gemmer Asset Management
California
$81K +$2.51K +31 +3%
CWA
1184
Clarus Wealth Advisors
Arizona
$78K +$1.46K +18 +2%
ECM
1185
Exchange Capital Management
Michigan
$77K +$78.1K +966 New
LWS
1186
Lucia Wealth Services
California
$76K +$18.8K +232 +32%
ECM
1187
EII Capital Management
New York
$75K – – –
AP
1188
Arlington Partners
Alabama
$71K +$72.2K +893 New
BWM
1189
BerganKDV Wealth Management
Minnesota
$70K +$27.7K +342 +64%
FMTCOCP
1190
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K – – –
CWM
1191
Cranbrook Wealth Management
Michigan
$67K – – –
SIS
1192
Sound Income Strategies
Florida
$64K – – –
MPIA
1193
Mountain Pacific Investment Advisers
Idaho
$61K +$61.2K +757 New
WC
1194
Whitnell & Co
Illinois
$60K -$71.3K -882 -54%
SWMG
1195
Signature Wealth Management Group
Georgia
$60K – – –
WIM
1196
Westside Investment Management
California
$59.5K -$7.52K -93 -11%
AF
1197
Advisornet Financial
Minnesota
$59K -$80.7K -998 -58%
CLOS
1198
Compagnie Lombard Odier SCmA
Switzerland
$56K – – –
KC
1199
KHP Capital
Oklahoma
$56K – – –
AWM
1200
Aevitas Wealth Management
Massachusetts
$56K +$16.2K +200 +40%
46 47
48
49 50