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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
QCMC
1376
Quantum Capital Management (California)
California
$82K – – –
TWA
1377
TCI Wealth Advisors
Arizona
$80K -$3.77K -41 -4%
AF
1378
Allworth Financial
California
$80K +$4.32K +47 +5%
SBL
1379
Sargent Bickham Lagudis
Colorado
$79K -$29.4K -320 -25%
APWM
1380
Atlas Private Wealth Management
New York
$77K -$24.5K -267 -22%
VNA
1381
Valley National Advisers
Pennsylvania
$77K +$4.41K +48 +5%
GWS
1382
Glassman Wealth Services
Virginia
$76K -$8.45K -92 -9%
LFG
1383
Larson Financial Group
Missouri
$76K +$45.2K +492 +109%
AIM
1384
Arcadia Investment Management
Michigan
$73K +$40K +435 +93%
PWMG
1385
Prestige Wealth Management Group
New Jersey
$73K +$60K +653 +267%
GAM
1386
Gemmer Asset Management
California
$72K +$4.78K +52 +6%
WB
1387
West Bancorporation
Iowa
$70K – – –
FMTCOCP
1388
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K – – –
CWM
1389
Cranbrook Wealth Management
Michigan
$67K – – –
BL
1390
Balentine LLC
Georgia
$67K +$24.8K +270 +48%
CFO
1391
CVA Family Office
Colorado
$67K +$75.7K +824 New
LC
1392
Lindbrook Capital
California
$66K -$5.88K -64 -7%
LWM
1393
Lenox Wealth Management
Ohio
$64K -$92 -1 -0.1%
CA
1394
Clearstead Advisors
Ohio
$64K +$72.6K +790 New
GSWM
1395
Golden State Wealth Management
California
$63K +$71.9K +783 New
WAP
1396
Wealthcare Advisory Partners
Pennsylvania
$61K -$100K -1,093 -59%
HCM
1397
Horrell Capital Management
Arkansas
$61K – – –
MWP
1398
Meridian Wealth Partners
Pennsylvania
$58K -$7.72K -84 -10%
SIAS
1399
Shine Investment Advisory Services
Colorado
$58K – – –
EWM
1400
Edge Wealth Management
New York
$56K +$367 +4 +0.6%
54 55
56
57 58