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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
1376
Sharkey, Howes & Javer
Colorado
$9K – – –
WCM
1377
Wealthcare Capital Management
Virginia
$9K – – –
TI
1378
Truehand Inc
New Hampshire
$8K +$7.92K +93 New
SGS
1379
Sterling Global Strategies
California
$7.77K +$7.66K +90 New
BAMG
1380
Brand Asset Management Group
Missouri
$7K – – –
SJIM
1381
St. Johns Investment Management
Florida
$7K – – –
TWMP
1382
Taylor Wealth Management Partners
Massachusetts
$7K – – –
BWP
1383
Baldwin Wealth Partners
Massachusetts
$7K +$3.75K +44 +133%
WAS
1384
Winch Advisory Services
Wisconsin
$6K -$10K -118 -64%
IF
1385
Ironwood Financial
Arizona
$6K – – –
FAM
1386
Fred Alger Management
New York
$6K +$5.79K +68 New
NWM
1387
Northwest Wealth Management
Iowa
$5K – – –
HIIFS
1388
Harel Insurance Investments & Financial Services
Israel
$5K +$4.85K +57 New
LFG
1389
Larson Financial Group
Missouri
$5K +$4.94K +58 New
POIA
1390
Pin Oak Investment Advisors
Texas
$4K -$22.9K -269 -84%
BSG
1391
Black Swift Group
Colorado
$4K – – –
CIA
1392
CSat Investment Advisory
Michigan
$4K – – –
OFW
1393
Omnia Family Wealth
Florida
$4K – – –
SFG
1394
SevenBridge Financial Group
Pennsylvania
$3K – – –
SGAM
1395
Smith Group Asset Management
Texas
$3K – – –
TCA
1396
Tortoise Capital Advisors
Kansas
$3K – – –
1NWS
1397
1 North Wealth Services
Maryland
$3K +$2.81K +33 New
WPW
1398
Winthrop Partners - WNY
New York
$2.85K – – –
RIA
1399
RPG Investment Advisory
California
$2K -$1.87K -22 -47%
CAGAS
1400
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
54 55
56
57 58