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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FL
1276
Fort LP
Maryland
$135K +$11.1K +126 +9%
SIM
1277
Sonora Investment Management
Arizona
$134K +$50.4K +570 +60%
SMFS
1278
Squar Milner Financial Services
California
$130K +$72.9K +825 +127%
TFA
1279
Toth Financial Advisory
Virginia
$129K +$1.06K +12 +0.8%
PCTC
1280
Perkins Coie Trust Company
Washington
$126K +$8.84K +100 +8%
TL
1281
TrueWealth LLC
Georgia
$125K +$3.45K +39 +3%
MIFH
1282
Migdal Insurance & Financial Holdings
Israel
$125K +$33.1K +374 +36%
SAM
1283
Shamrock Asset Management
Texas
$124K -$18.2K -206 -13%
CTB
1284
Country Trust Bank
Illinois
$124K -$17.5K -198 -12%
EH
1285
Employers Holdings
Nevada
$122K +$122K +1,385 New
AWMF
1286
Arbor Wealth Management (Florida)
Florida
$121K – – –
AA
1287
AlphaMark Advisors
Kentucky
$120K – – –
AP
1288
Atwood & Palmer
Missouri
$119K – – –
VC
1289
Vestor Capital
Illinois
$118K -$25.3K -286 -18%
ATC
1290
Adirondack Trust Company
New York
$118K – – –
BWM
1291
Baystate Wealth Management
Massachusetts
$115K +$5.92K +67 +5%
AWM
1292
AllSquare Wealth Management
New York
$114K – – –
EIP
1293
Ellis Investment Partners
Pennsylvania
$114K +$115K +1,302 New
TF
1294
TimeScale Financial
Massachusetts
$109K +$110K +1,239 New
RE
1295
RBC Europe
United Kingdom
$108K – – –
CWA
1296
Clarus Wealth Advisors
Arizona
$106K +$9.46K +107 +10%
PFO
1297
Pathstone Family Office
New Jersey
$104K -$8.57K -97 -8%
AIM
1298
Advantage Investment Management
Iowa
$104K +$26.5K +300 +34%
HR
1299
Howe & Rusling
New York
$103K -$4.77K -54 -4%
CIA
1300
CSat Investment Advisory
Michigan
$102K +$98K +1,109 +2,263%
50 51
52
53 54