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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1226
CRA Financial Services
New Jersey
$218K +$88 +1 +0%
GH
1227
GAM Holding
Switzerland
$217K +$213K +2,416 New
PL
1228
Plancorp LLC
Missouri
$217K +$213K +2,416 New
ECG
1229
Edge Capital Group
Georgia
$215K +$1.06K +12 +0.5%
JA
1230
JOYN Advisors
Georgia
$214K -$47.7K -541 -19%
DPIM
1231
Duff & Phelps Investment Management
Illinois
$213K – – –
BFEC
1232
Benjamin F. Edwards & Company
Missouri
$212K -$13.9K -158 -6%
MCM
1233
Manchester Capital Management
Vermont
$212K – – –
CWM
1234
Chesapeake Wealth Management
Virginia
$212K +$2.38K +27 +1%
FWM
1235
Foresight Wealth Management
Utah
$211K – – –
WCM
1236
Windsor Capital Management
Arizona
$211K +$1.32K +15 +0.6%
GCA
1237
Greenwood Capital Associates
South Carolina
$211K +$207K +2,346 New
MFG
1238
Monte Financial Group
Connecticut
$210K -$3K -34 -1%
AHB
1239
Abner Herrman & Brock
New Jersey
$210K – – –
CFA
1240
Camarda Financial Advisors
Florida
$210K – – –
EHC
1241
Everett Harris & Co
California
$210K – – –
CA
1242
Calton & Associates
Florida
$210K +$206K +2,336 New
AWM
1243
Avior Wealth Management
Nebraska
$209K – – –
HFA
1244
High Falls Advisors
New York
$209K – – –
SIG
1245
Sargent Investment Group
Maryland
$209K – – –
RI
1246
Ridgewood Investments
New Jersey
$209K +$204K +2,317 New
SWA
1247
Sutton Wealth Advisors
Florida
$207K +$970 +11 +0.5%
SCM
1248
Silvant Capital Management
Georgia
$207K – – –
WEC
1249
Winslow Evans & Crocker
Massachusetts
$206K +$23.5K +266 +13%
BL
1250
BFSG LLC
California
$205K +$201K +2,280 New
48 49
50
51 52