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Duke Energy

DUK

Market cap $95.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1226	KA 1226 Kaizen Advisory Wheaton, Illinois	$53K	–	–	–
1227	SIAS 1227 Shine Investment Advisory Services Lone Tree, Colorado	$52K	–	–	–
1228	CPA 1228 Clear Perspective Advisors Aurora, Illinois	$52K	+$5.8K	+75	+13%
1229	RWP 1229 RWA Wealth Partners Newton, Massachusetts	$52K	+$51.8K	+670	New
1230	MWM 1230 Mascoma Wealth Management Hanover, New Hampshire	$51K	-$28.2K	-365	-36%
1231	PFGIA 1231 Patriot Financial Group Insurance Agency Westborough, Massachusetts	$51K	+$77	+1	+0.2%
1232	EWM 1232 Edge Wealth Management New York	$51K	+$51K	+660	New
1233	MWM 1233 MinichMacGregor Wealth Management Saratoga Springs, New York	$49K	-$77	-1	-0.2%
1234	ML 1234 McAdam LLC Philadelphia, Pennsylvania	$47K	+$46.8K	+606	New
1235	OIA 1235 OneDigital Investment Advisors Overland Park, Kansas	$46K	-$25.7K	-333	-36%
1236	PO 1236 Private Ocean San Rafael, California	$46K	+$41.8K	+541	+917%
1237	CIA 1237 Cascade Investment Advisors Oregon City, Oregon	$45.3K	–	–	–
1238	HWP 1238 Hefty Wealth Partners Auburn, Indiana	$45K	-$1.24K	-16	-3%
1239	AF 1239 Allworth Financial Folsom, California	$45K	–	–	–
1240	PWAG 1240 Polaris Wealth Advisory Group San Rafael, California	$44K	+$44.3K	+573	New
1241	APSP 1241 Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$43K	+$464	+6	+1%
1242	MIFH 1242 Migdal Insurance & Financial Holdings Petach Tikva, Israel	$41K	+$10.9K	+141	+37%
1243	TRCT 1243 Tower Research Capital (TRC) New York	$39K	-$202K	-2,607	-84%
1244	SA 1244 SRH Advisors Salina, Kansas	$39K	–	–	–
1245	LF 1245 Lee Financial Dallas, Texas	$37K	+$12.8K	+165	+53%
1246	BA 1246 Ballew Advisors Jackson, Mississippi	$37K	+$36.6K	+474	New
1247	RA 1247 Rational Advisors Huntington, New York	$37K	+$37.3K	+482	New
1248	JGIA 1248 Jackson Grant Investment Advisers Stamford, Connecticut	$35K	–	–	–
1249	BCI 1249 Brinker Capital Investments Berwyn, Pennsylvania	$34K	+$34.2K	+443	New
1250	LWM 1250 Lenox Wealth Management Cincinnati, Ohio	$33K	–	–	–

Duke Energy DUK Market cap $95.1B

Duke Energy

DUK

Market cap $95.1B