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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1326
Gemmer Asset Management
California
$74K – – –
FGAM
1327
Financial Gravity Asset Management
Texas
$73K -$5.39K -61 -7%
AF
1328
Allworth Financial
California
$71K -$2.56K -29 -4%
HI
1329
Human Investing
Oregon
$69K – – –
CI
1330
CX Institutional
Indiana
$69K +$2.65K +30 +4%
BRC
1331
Bell Rock Capital
Delaware
$67K +$530 +6 +0.8%
WC
1332
Whitnell & Co
Illinois
$66K – – –
RA
1333
Rational Advisors
New York
$62K +$38.5K +436 +166%
TIM
1334
Tortoise Investment Management
New York
$60K – – –
EWM
1335
Edge Wealth Management
New York
$60K +$265 +3 +0.4%
EDRH
1336
Edmond de Rothschild Holding
Switzerland
$59K – – –
MWC
1337
MKD Wealth Coaches
Michigan
$59K – – –
SIAS
1338
Shine Investment Advisory Services
Colorado
$59K – – –
VLKIM
1339
Van Lanschot Kempen Investment Management
Netherlands
$59K +$12.2K +138 +26%
WIM
1340
Westside Investment Management
California
$59K +$59.5K +673 New
CA
1341
Centerpoint Advisors
Massachusetts
$58K – – –
LF
1342
Lee Financial
Texas
$57K – – –
SQA
1343
Simon Quick Advisors
New Jersey
$54.9K +$619 +7 +1%
MCM
1344
MV Capital Management
Maryland
$52K – – –
APSP
1345
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K +$530 +6 +1%
GSWM
1346
Golden State Wealth Management
California
$49K -$17.6K -199 -26%
PO
1347
Private Ocean
California
$49K -$3.09K -35 -6%
VNA
1348
Valley National Advisers
Pennsylvania
$49K -$2.03K -23 -4%
CIM
1349
Centersquare Investment Management
Pennsylvania
$49K – – –
LWM
1350
Lenox Wealth Management
Ohio
$49K +$13.7K +155 +38%
52 53
54
55 56