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Duke Energy

DUK

Market cap $95.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1376	APSP 1376 Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$57K	+$546	+6	+1%
1377	FPS 1377 Fieldpoint Private Securities Greenwich, Connecticut	$56K	+$3.19K	+35	+6%
1378	CIM 1378 Centersquare Investment Management Conshohocken, Pennsylvania	$54K	–	–	–
1379	VNA 1379 Valley National Advisers Bethlehem, Pennsylvania	$54K	+$91	+1	+0.2%
1380	PO 1380 Private Ocean San Rafael, California	$53K	-$1.82K	-20	-4%
1381	CIA 1381 Cascade Investment Advisors Oregon City, Oregon	$51.3K	–	–	–
1382	TCM 1382 TD Capital Management Memphis, Tennessee	$51K	–	–	–
1383	SA 1383 SRH Advisors Salina, Kansas	$49K	–	–	–
1384	AIM 1384 Arcadia Investment Management Kalamazoo, Michigan	$45K	–	–	–
1385	QAM 1385 QCI Asset Management Pittsford, New York	$44K	-$14.5M	-159,267	-100%
1386	TFO 1386 Tarbox Family Office Newport Beach, California	$44K	–	–	–
1387	JGIA 1387 Jackson Grant Investment Advisers Stamford, Connecticut	$43K	–	–	–
1388	BL 1388 Balentine LLC Atlanta, Georgia	$43K	+$5.82K	+64	+17%
1389	HCM 1389 Hilton Capital Management Garden City, New York	$42K	–	–	–
1390	LWCFA 1390 Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$42K	–	–	–
1391	CAL 1391 Capital Analysts LLC Fort Washington, Pennsylvania	$41K	+$39.4K	+433	New
1392	LFG 1392 Larson Financial Group St Louis, Missouri	$40K	–	–	–
1393	WCG 1393 Weaver Consulting Group Huntington Beach, California	$40K	–	–	–
1394	BWA 1394 Burt Wealth Advisors North Bethesda, Maryland	$39K	+$9.1K	+100	+33%
1395	BDWM 1395 Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$38.3K	–	–	–
1396	NIC 1396 Northwest Investment Counselors Lake Oswego, Oregon	$38K	+$36.1K	+397	New
1397	KFS 1397 Kelly Financial Services Braintree, Massachusetts	$36.7K	+$182	+2	+0.5%
1398	SWM 1398 Selective Wealth Management Forest, Virginia	$36K	+$34.2K	+376	New
1399	AI 1399 ArchPoint Investors Coral Gables, Florida	$35K	–	–	–
1400	SL 1400 Salomon & Ludwin Richmond, Virginia	$33K	–	–	–

Duke Energy DUK Market cap $95.1B

Duke Energy

DUK

Market cap $95.1B