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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
1201
Sargent Bickham Lagudis
Colorado
$55K +$323 +4 +0.6%
PWAG
1202
Polaris Wealth Advisory Group
California
$55K +$52.7K +652 +1,918%
SIAS
1203
Shine Investment Advisory Services
Colorado
$54K – – –
LWCFA
1204
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K -$25.1K -310 -32%
EWM
1205
Edge Wealth Management
New York
$53K +$243 +3 +0.5%
SMFS
1206
Squar Milner Financial Services
California
$52K -$32.6K -403 -38%
CA
1207
Centerpoint Advisors
Massachusetts
$52K -$28.3K -350 -35%
MWM
1208
Mascoma Wealth Management
New Hampshire
$52K – – –
LF
1209
Lee Financial
Texas
$51K +$12.8K +158 +33%
FMT
1210
First Mercantile Trust
Tennessee
$50K -$8.89K -110 -15%
MWM
1211
MinichMacGregor Wealth Management
New York
$50K -$566 -7 -1%
AF
1212
Allworth Financial
California
$50K +$3.4K +42 +7%
ML
1213
McAdam LLC
Pennsylvania
$49K – – –
PO
1214
Private Ocean
California
$48K – – –
APSP
1215
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K +$566 +7 +1%
CIA
1216
Cascade Investment Advisors
Oregon
$46.8K – – –
CI
1217
CX Institutional
Indiana
$46K -$4.85K -60 -9%
MIP
1218
Mondrian Investment Partners
United Kingdom
$46K – – –
FWM
1219
Focused Wealth Management
New York
$43K -$185K -2,290 -81%
SA
1220
SRH Advisors
Kansas
$41K – – –
PFGIA
1221
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$32.4K +401 +365%
VC
1222
Vestor Capital
Illinois
$40K -$21.5K -266 -35%
BC
1223
Barnett & Company
Tennessee
$40K +$30.1K +372 +293%
BA
1224
Ballew Advisors
Mississippi
$39K – – –
OIA
1225
OneDigital Investment Advisors
Kansas
$39K – – –
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