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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1201
Compagnie Lombard Odier SCmA
Switzerland
$56K – – –
KC
1202
KHP Capital
Oklahoma
$56K – – –
AWM
1203
Aevitas Wealth Management
Massachusetts
$56K +$16.2K +200 +40%
SBL
1204
Sargent Bickham Lagudis
Colorado
$55K +$323 +4 +0.6%
PWAG
1205
Polaris Wealth Advisory Group
California
$55K +$52.7K +652 +1,918%
SIAS
1206
Shine Investment Advisory Services
Colorado
$54K – – –
LWCFA
1207
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K -$25.1K -310 -32%
EWM
1208
Edge Wealth Management
New York
$53K +$243 +3 +0.5%
SMFS
1209
Squar Milner Financial Services
California
$52K -$32.6K -403 -38%
CA
1210
Centerpoint Advisors
Massachusetts
$52K -$28.3K -350 -35%
MWM
1211
Mascoma Wealth Management
New Hampshire
$52K – – –
LF
1212
Lee Financial
Texas
$51K +$12.8K +158 +33%
FMT
1213
First Mercantile Trust
Tennessee
$50K -$8.89K -110 -15%
MWM
1214
MinichMacGregor Wealth Management
New York
$50K -$566 -7 -1%
AF
1215
Allworth Financial
California
$50K +$3.4K +42 +7%
ML
1216
McAdam LLC
Pennsylvania
$49K – – –
PO
1217
Private Ocean
California
$48K – – –
APSP
1218
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K +$566 +7 +1%
CIA
1219
Cascade Investment Advisors
Oregon
$46.8K – – –
CI
1220
CX Institutional
Indiana
$46K -$4.85K -60 -9%
MIP
1221
Mondrian Investment Partners
United Kingdom
$46K – – –
FWM
1222
Focused Wealth Management
New York
$43K -$185K -2,290 -81%
SA
1223
SRH Advisors
Kansas
$41K – – –
PFGIA
1224
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$32.4K +401 +365%
VC
1225
Vestor Capital
Illinois
$40K -$21.5K -266 -35%
47 48
49
50 51