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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1276
Lindbrook Capital
California
$76K +$75.2K +884 New
FMTCOCP
1277
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73K – – –
GAM
1278
Gemmer Asset Management
California
$72K -$15.2K -178 -18%
CWM
1279
Cranbrook Wealth Management
Michigan
$72K – – –
BCA
1280
Berman Capital Advisors
Georgia
$70K +$70K +822 New
CAM
1281
Cresset Asset Management
Illinois
$69K +$68.3K +803 New
AF
1282
Advisornet Financial
Minnesota
$68K +$4.43K +52 +7%
VC
1283
Vestor Capital
Illinois
$68K +$24.3K +286 +57%
SQA
1284
Simon Quick Advisors
New Jersey
$68K +$63K +740 +1,682%
HI
1285
Human Investing
Oregon
$68K +$67K +787 New
SL
1286
Salomon & Ludwin
Virginia
$68K +$67.1K +788 New
WC
1287
Whitnell & Co
Illinois
$65K – – –
AWM
1288
Aevitas Wealth Management
Massachusetts
$61K +$170 +2 +0.3%
CLOS
1289
Compagnie Lombard Odier SCmA
Switzerland
$60K – – –
SBL
1290
Sargent Bickham Lagudis
Colorado
$59K +$340 +4 +0.6%
TIM
1291
Tortoise Investment Management
New York
$59K +$28.4K +334 +96%
WIM
1292
Westside Investment Management
California
$58.1K -$6.38K -75 -10%
SIAS
1293
Shine Investment Advisory Services
Colorado
$58K – – –
EWM
1294
Edge Wealth Management
New York
$58K +$255 +3 +0.5%
LWCFA
1295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K – – –
MWC
1296
MKD Wealth Coaches
Michigan
$57K +$56.7K +666 New
CA
1297
Centerpoint Advisors
Massachusetts
$56K – – –
SMFS
1298
Squar Milner Financial Services
California
$56K – – –
LF
1299
Lee Financial
Texas
$55K – – –
PO
1300
Private Ocean
California
$52K – – –
50 51
52
53 54