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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
1251
Asset Planning Services (Pennsylvania)
Pennsylvania
$46K +$524 +6 +1%
BFEC
1252
Benjamin F. Edwards & Company
Missouri
$44K -$46.6K -534 -50%
PCFFS
1253
Pacific Center for Financial Services
California
$44K +$15.2K +174 +50%
SA
1254
SRH Advisors
Kansas
$43K – – –
WAS
1255
Winch Advisory Services
Wisconsin
$41K +$7.86K +90 +23%
JGIA
1256
Jackson Grant Investment Advisers
Connecticut
$38K -$77.4K -886 -66%
FWM
1257
Focused Wealth Management
New York
$38K -$2.18K -25 -5%
OWA
1258
One Wealth Advisors
California
$38K +$39.2K +449 New
LWM
1259
Lenox Wealth Management
Ohio
$37K -$26.2K -300 -41%
DPA
1260
Delphi Private Advisors
California
$37K +$38K +435 New
MIP
1261
Mondrian Investment Partners
United Kingdom
$36K – – –
HT
1262
Heritage Trust
Oklahoma
$35K – – –
WB
1263
Webster Bank
Connecticut
$35K – – –
BDWM
1264
Brewin Dolphin Wealth Management
Ireland
$33.6K +$34.9K +400 New
AIS
1265
Accurate Investment Solutions
Pennsylvania
$33K +$262 +3 +0.8%
BWA
1266
Burt Wealth Advisors
Maryland
$33K +$2.88K +33 +9%
LJHT
1267
Laurie J. Hall Trustee
$32K – – –
MIFH
1268
Migdal Insurance & Financial Holdings
Israel
$32K +$9.61K +110 +40%
AI
1269
ArchPoint Investors
Florida
$30K – – –
PMFA
1270
Plante Moran Financial Advisors
Michigan
$29K -$102K -1,164 -77%
TIM
1271
Tortoise Investment Management
New York
$29K +$30.4K +348 New
PCP
1272
Proficio Capital Partners
Massachusetts
$28K -$2.45K -28 -8%
HSA
1273
Hussman Strategic Advisors
Maryland
$28K – – –
PCA
1274
Peddock Capital Advisors
Massachusetts
$28K – – –
GWS
1275
Glassman Wealth Services
Virginia
$28K +$5.68K +65 +24%
49 50
51
52 53