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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1351
Patriot Financial Group Insurance Agency
Massachusetts
$84K -$3.46K -38 -4%
LWM
1352
Lenox Wealth Management
Ohio
$82K +$27K +297 +53%
LC
1353
Lindbrook Capital
California
$81K -$3.73K -41 -5%
MAM
1354
Meeder Asset Management
Ohio
$81K -$3.46K -38 -4%
FMTCOCP
1355
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K – – –
GAM
1356
Gemmer Asset Management
California
$81K +$910 +10 +1%
CWM
1357
Cranbrook Wealth Management
Michigan
$80K – – –
VCM
1358
Vigilant Capital Management
Maine
$80K +$30K +330 +66%
CCM
1359
Cribstone Capital Management
Maine
$79K -$20.7K -227 -22%
WC
1360
Weil Company
California
$79K +$75.4K +829 New
AF
1361
Allworth Financial
California
$77K +$273 +3 +0.4%
GTAM
1362
Global Trust Asset Management
Florida
$76K -$1.63M -17,880 -96%
CI
1363
CX Institutional
Indiana
$76K +$1.46K +16 +2%
HI
1364
Human Investing
Oregon
$75K -$91 -1 -0.1%
FGAM
1365
Financial Gravity Asset Management
Texas
$73K -$5.46K -60 -7%
BRC
1366
Bell Rock Capital
Delaware
$73K – – –
NCM
1367
Nelson Capital Management
California
$70K +$66.6K +732 New
EDRH
1368
Edmond de Rothschild Holding
Switzerland
$64K – – –
SIAS
1369
Shine Investment Advisory Services
Colorado
$64K – – –
EWM
1370
Edge Wealth Management
New York
$64K +$182 +2 +0.3%
CA
1371
Centerpoint Advisors
Massachusetts
$63K – – –
SIS
1372
Sound Income Strategies
Florida
$62K -$120K -1,321 -67%
LF
1373
Lee Financial
Texas
$62K – – –
SQA
1374
Simon Quick Advisors
New Jersey
$60K – – –
MCM
1375
MV Capital Management
Maryland
$60K +$3.46K +38 +7%
53 54
55
56 57