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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1401
S.A. Mason
Michigan
$123K +$123K +1,344 New
VCM
1402
Versant Capital Management
Arizona
$122K -$28.7K -313 -19%
EIP
1403
Ellis Investment Partners
Pennsylvania
$119K +$917 +10 +0.8%
AWM
1404
AllSquare Wealth Management
New York
$118K – – –
SBL
1405
Sargent Bickham Lagudis
Colorado
$118K +$19.3K +211 +20%
SL
1406
Salomon & Ludwin
Virginia
$115K +$84K +916 +265%
CLOS
1407
Compagnie Lombard Odier SCmA
Switzerland
$114K – – –
KWM
1408
Keebeck Wealth Management
Illinois
$114K +$115K +1,250 New
BWM
1409
Baystate Wealth Management
Massachusetts
$113K -$83.9K -915 -42%
APWM
1410
Atlas Private Wealth Management
New York
$112K +$112K +1,223 New
RE
1411
RBC Europe
United Kingdom
$112K – – –
1NWS
1412
1 North Wealth Services
Maryland
$109K +$91.5K +998 +520%
WC
1413
Whitnell & Co
Illinois
$107K – – –
GFPC
1414
Global Financial Private Client
Florida
$104K +$105K +1,141 New
WB
1415
Webster Bank
Connecticut
$99K -$9.72K -106 -9%
AJ
1416
Ashburton (Jersey)
Jersey
$98K -$3.67K -40 -4%
NPP
1417
New Potomac Partners
Maryland
$96K – – –
TWA
1418
TCI Wealth Advisors
Arizona
$94K – – –
TF
1419
TimeScale Financial
Massachusetts
$94K – – –
GWS
1420
Glassman Wealth Services
Virginia
$94K +$1.1K +12 +1%
BAMG
1421
Brand Asset Management Group
Missouri
$92K – – –
QCMC
1422
Quantum Capital Management (California)
California
$92K – – –
BCA
1423
Berman Capital Advisors
Georgia
$91K +$92 +1 +0.1%
OSAM
1424
O'Shaughnessy Asset Management
Connecticut
$91K +$90.8K +990 +24,750%
PFGIA
1425
Patriot Financial Group Insurance Agency
Massachusetts
$90K +$10.1K +110 +13%
55 56
57
58 59