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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
1326
Bell Rock Capital
Delaware
$67K +$530 +6 +0.8%
WC
1327
Whitnell & Co
Illinois
$66K – – –
RA
1328
Rational Advisors
New York
$62K +$38.5K +436 +166%
TIM
1329
Tortoise Investment Management
New York
$60K – – –
EWM
1330
Edge Wealth Management
New York
$60K +$265 +3 +0.4%
EDRH
1331
Edmond de Rothschild Holding
Switzerland
$59K – – –
MWC
1332
MKD Wealth Coaches
Michigan
$59K – – –
SIAS
1333
Shine Investment Advisory Services
Colorado
$59K – – –
VLKIM
1334
Van Lanschot Kempen Investment Management
Netherlands
$59K +$12.2K +138 +26%
CA
1335
Centerpoint Advisors
Massachusetts
$58K – – –
LF
1336
Lee Financial
Texas
$57K – – –
SQA
1337
Simon Quick Advisors
New Jersey
$54.9K +$619 +7 +1%
MCM
1338
MV Capital Management
Maryland
$52K – – –
APSP
1339
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K +$530 +6 +1%
GSWM
1340
Golden State Wealth Management
California
$49K -$17.6K -199 -26%
PO
1341
Private Ocean
California
$49K -$3.09K -35 -6%
VNA
1342
Valley National Advisers
Pennsylvania
$49K -$2.03K -23 -4%
CIM
1343
Centersquare Investment Management
Pennsylvania
$49K – – –
LWM
1344
Lenox Wealth Management
Ohio
$49K +$13.7K +155 +38%
FPS
1345
Fieldpoint Private Securities
Connecticut
$48K +$12.3K +139 +34%
CIA
1346
Cascade Investment Advisors
Oregon
$47.2K – – –
TCM
1347
TD Capital Management
Tennessee
$47K +$47.2K +534 New
SA
1348
SRH Advisors
Kansas
$45K – – –
CLOS
1349
Compagnie Lombard Odier SCmA
Switzerland
$44K – – –
VCM
1350
Vigilant Capital Management
Maine
$44K – – –
52 53
54
55 56