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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1276
Stratos Wealth Advisors
Ohio
$212K -$23.7K -258 -9%
1WA
1277
180 Wealth Advisors
Washington
$212K – – –
JIC
1278
Joel Isaacson & Co
New York
$211K – – –
ITIM
1279
Indiana Trust & Investment Management
Indiana
$210K – – –
WPP
1280
Whalerock Point Partners
Rhode Island
$208K -$2.3K -25 -1%
SA
1281
Shilanski & Associates
Alaska
$208K -$367 -4 -0.2%
IWS
1282
Insight Wealth Strategies
California
$208K +$236K +2,574 New
CBT
1283
Capital Bank & Trust
California
$207K – – –
IC
1284
Intersect Capital
California
$207K +$235K +2,557 New
NAM
1285
NorthCoast Asset Management
Connecticut
$207K +$236K +2,565 New
BWCS
1286
Beirne Wealth Consulting Services
Connecticut
$206K -$31.3K -341 -12%
EIM
1287
Essex Investment Management
Massachusetts
$206K – – –
BCP
1288
Blue Chip Partners
Michigan
$206K +$234K +2,551 New
SWA
1289
Sutton Wealth Advisors
Florida
$205K +$735 +8 +0.3%
GFP
1290
Gryphon Financial Partners
Ohio
$205K -$15.7K -171 -6%
H
1291
HoyleCohen
California
$204K -$39.6K -431 -15%
LBC
1292
Lowe Brockenbrough & Co
Virginia
$204K – – –
VCP
1293
Verus Capital Partners
Arizona
$204K +$10.1K +110 +5%
NJBEST
1294
New Jersey Better Educational Savings Trust
New Jersey
$202K – – –
SJL
1295
Shayne & Jacobs LLC
Tennessee
$202K – – –
FFG
1296
Ford Financial Group
California
$202K +$230K +2,500 New
CCA
1297
Cobblestone Capital Advisors
New York
$201K -$20.7K -225 -8%
KBFS
1298
Kohmann Bosshard Financial Services
Ohio
$198K +$225K +2,445 New
MCM
1299
Manchester Capital Management
Vermont
$191K – – –
SC
1300
Steph & Co
Wisconsin
$188K -$120K -1,305 -36%
50 51
52
53 54