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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
1226
Founders Capital Management (Texas)
Texas
$55K – – –
CLOS
1227
Compagnie Lombard Odier SCmA
Switzerland
$54K +$5.88K +76 +12%
KC
1228
KHP Capital
Oklahoma
$54K +$54.1K +700 New
KA
1229
Kaizen Advisory
Illinois
$53K – – –
SIAS
1230
Shine Investment Advisory Services
Colorado
$52K – – –
CPA
1231
Clear Perspective Advisors
Illinois
$52K +$5.8K +75 +13%
RWP
1232
RWA Wealth Partners
Massachusetts
$52K +$51.8K +670 New
MWM
1233
Mascoma Wealth Management
New Hampshire
$51K -$28.2K -365 -36%
PFGIA
1234
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$77 +1 +0.2%
EWM
1235
Edge Wealth Management
New York
$51K +$51K +660 New
MWM
1236
MinichMacGregor Wealth Management
New York
$49K -$77 -1 -0.2%
ML
1237
McAdam LLC
Pennsylvania
$47K +$46.8K +606 New
OIA
1238
OneDigital Investment Advisors
Kansas
$46K -$25.7K -333 -36%
PO
1239
Private Ocean
California
$46K +$41.8K +541 +917%
CIA
1240
Cascade Investment Advisors
Oregon
$45.3K – – –
HWP
1241
Hefty Wealth Partners
Indiana
$45K -$1.24K -16 -3%
AF
1242
Allworth Financial
California
$45K – – –
PWAG
1243
Polaris Wealth Advisory Group
California
$44K +$44.3K +573 New
APSP
1244
Asset Planning Services (Pennsylvania)
Pennsylvania
$43K +$464 +6 +1%
MIFH
1245
Migdal Insurance & Financial Holdings
Israel
$41K +$10.9K +141 +37%
TRCT
1246
Tower Research Capital (TRC)
New York
$39K -$202K -2,607 -84%
SA
1247
SRH Advisors
Kansas
$39K – – –
OTC
1248
Opera Trading Capital
France
$39K +$38.6K +500 New
LF
1249
Lee Financial
Texas
$37K +$12.8K +165 +53%
BA
1250
Ballew Advisors
Mississippi
$37K +$36.6K +474 New
48 49
50
51 52