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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1226
Vigilant Capital Management
Maine
$83K +$61.5K +704 +251%
GAM
1227
Gemmer Asset Management
California
$82K +$15.5K +178 +22%
SIM
1228
Sonora Investment Management
Arizona
$80K +$32K +366 +63%
SBL
1229
Sargent Bickham Lagudis
Colorado
$79K -$21.3K -244 -21%
MWM
1230
Mascoma Wealth Management
New Hampshire
$78K -$121K -1,381 -58%
OIA
1231
OneDigital Investment Advisors
Kansas
$77K +$43.2K +494 +115%
GFP
1232
Gryphon Financial Partners
Ohio
$75K +$78.1K +894 New
AC
1233
Avestar Capital
New York
$74K +$79.9K +915 New
CA
1234
Centerpoint Advisors
Massachusetts
$71K +$73.6K +843 New
FMTCOCP
1235
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$71K +$15.4K +176 +26%
CWM
1236
Cranbrook Wealth Management
Michigan
$70K – – –
WIM
1237
Westside Investment Management
California
$69.1K -$611 -7 -0.8%
TWA
1238
TCI Wealth Advisors
Arizona
$66K +$34.9K +400 +104%
VC
1239
Vestor Capital
Illinois
$64K – – –
SWMG
1240
Signature Wealth Management Group
Georgia
$64K +$66.2K +758 New
AF
1241
Advisornet Financial
Minnesota
$61K +$63.6K +728 New
FCMT
1242
Founders Capital Management (Texas)
Texas
$60K – – –
CWM
1243
Catamount Wealth Management
Connecticut
$59K +$61.1K +700 New
KA
1244
Kaizen Advisory
Illinois
$57K +$59.6K +682 New
SIAS
1245
Shine Investment Advisory Services
Colorado
$56K – – –
FPS
1246
Fieldpoint Private Securities
Connecticut
$56K +$39.3K +450 +214%
MWM
1247
MinichMacGregor Wealth Management
New York
$53K +$87 +1 +0.2%
PFGIA
1248
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$35.1K +402 +155%
CLOS
1249
Compagnie Lombard Odier SCmA
Switzerland
$52K -$48.7K -558 -47%
CPA
1250
Clear Perspective Advisors
Illinois
$50K -$3.41K -39 -6%
48 49
50
51 52