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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1251
Webster Bank
Connecticut
$33K – – –
FCAG
1252
First Capital Advisors Group
New Jersey
$33K +$32.7K +423 New
FC
1253
Ferris Capital
Massachusetts
$33K +$33.4K +432 New
FPS
1254
Fieldpoint Private Securities
Connecticut
$32K -$19.3K -250 -38%
HT
1255
Heritage Trust
Oklahoma
$32K – – –
BDWM
1256
Brewin Dolphin Wealth Management
Ireland
$31K – – –
TWA
1257
TCI Wealth Advisors
Arizona
$30K -$30.9K -400 -51%
AS
1258
Altshuler Shaham
Israel
$30K +$13.3K +172 +79%
PCP
1259
Proficio Capital Partners
Massachusetts
$29K +$2.32K +30 +9%
LWS
1260
Lucia Wealth Services
California
$29K +$28.8K +372 New
BWA
1261
Burt Wealth Advisors
Maryland
$28K -$2.55K -33 -8%
AI
1262
ArchPoint Investors
Florida
$28K – – –
PCFFS
1263
Pacific Center for Financial Services
California
$27K -$13.4K -174 -33%
TIM
1264
Tortoise Investment Management
New York
$27K – – –
GSC
1265
G&S Capital
Colorado
$26K – – –
HSA
1266
Hussman Strategic Advisors
Maryland
$26K – – –
ME
1267
McIlrath & Eck
Washington
$26K – – –
PCA
1268
Peddock Capital Advisors
Massachusetts
$26K – – –
TFO
1269
Tarbox Family Office
California
$24K +$1.62K +21 +7%
SLF
1270
Sun Life Financial
Ontario, Canada
$23.9K -$1.31M -16,929 -90%
GWS
1271
Glassman Wealth Services
Virginia
$23K -$3.17K -41 -12%
HCM
1272
Highlander Capital Management
New Jersey
$23K – – –
PCM
1273
Poehling Capital Management
Wisconsin
$23K – – –
WC
1274
Whitney & Co
New York
$23K +$23.3K +301 New
LYV
1275
Live Your Vision
Pennsylvania
$22K – – –
49 50
51
52 53