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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1326
Financial Gravity Asset Management
Texas
$79K +$77.9K +883 New
WCG
1327
Weaver Consulting Group
California
$77K +$78.8K +894 New
FMTCOCP
1328
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K – – –
CWM
1329
Cranbrook Wealth Management
Michigan
$75K – – –
GAM
1330
Gemmer Asset Management
California
$75K – – –
AF
1331
Allworth Financial
California
$75K +$21.8K +247 +43%
OIA
1332
OneDigital Investment Advisors
Kansas
$75K +$38.6K +438 +112%
GTAM
1333
Global Trust Asset Management
Florida
$72K -$28.7K -325 -29%
HI
1334
Human Investing
Oregon
$71K – – –
BCA
1335
Berman Capital Advisors
Georgia
$69K -$4.58K -52 -6%
BRC
1336
Bell Rock Capital
Delaware
$68K -$46.6K -529 -41%
GSWM
1337
Golden State Wealth Management
California
$68K +$66.6K +755 New
WC
1338
Whitnell & Co
Illinois
$67K – – –
CI
1339
CX Institutional
Indiana
$67K +$12.3K +139 +23%
AWM
1340
Aevitas Wealth Management
Massachusetts
$63K +$176 +2 +0.3%
TIM
1341
Tortoise Investment Management
New York
$61K – – –
EDRH
1342
Edmond de Rothschild Holding
Switzerland
$60K -$115K -1,306 -66%
LWCFA
1343
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K – – –
MWC
1344
MKD Wealth Coaches
Michigan
$60K – – –
SIAS
1345
Shine Investment Advisory Services
Colorado
$60K – – –
EWM
1346
Edge Wealth Management
New York
$60K +$265 +3 +0.4%
CA
1347
Centerpoint Advisors
Massachusetts
$59K – – –
LF
1348
Lee Financial
Texas
$58K – – –
SMFS
1349
Squar Milner Financial Services
California
$58K – – –
EWM
1350
Executive Wealth Management
Michigan
$56K +$1.41K +16 +3%
52 53
54
55 56