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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1401
FSA Wealth Management
Massachusetts
$55K – – –
IRAG
1402
Investment Research & Advisory Group
Georgia
$54K -$22.7K -247 -27%
EDRH
1403
Edmond de Rothschild Holding
Switzerland
$54K – – –
LS
1404
Leelyn Smith
Illinois
$54K +$11.9K +130 +24%
CA
1405
Centerpoint Advisors
Massachusetts
$53K – – –
HIIFS
1406
Harel Insurance Investments & Financial Services
Israel
$53K +$60.5K +659 New
LF
1407
Lee Financial
Texas
$52K – – –
CI
1408
CX Institutional
Indiana
$49K -$16.7K -182 -23%
OSAM
1409
O'Shaughnessy Asset Management
Connecticut
$47K -$37.4K -407 -41%
TRCT
1410
Tower Research Capital (TRC)
New York
$45K +$51.1K +556 New
WOC
1411
West Oak Capital
California
$44K – – –
CIA
1412
Cascade Investment Advisors
Oregon
$43.3K – – –
BWA
1413
Burt Wealth Advisors
Maryland
$43K +$12K +131 +33%
SA
1414
SRH Advisors
Kansas
$41K – – –
PO
1415
Private Ocean
California
$40K -$36.3K -395 -44%
TFO
1416
Tarbox Family Office
California
$38K +$4.96K +54 +13%
WCG
1417
Weaver Consulting Group
California
$37K – – –
JGIA
1418
Jackson Grant Investment Advisers
Connecticut
$36K – – –
KFS
1419
Kelly Financial Services
Massachusetts
$34.1K +$276 +3 +0.7%
SSWG
1420
Seven Springs Wealth Group
Tennessee
$34K – – –
BDWM
1421
Brewin Dolphin Wealth Management
Ireland
$32.4K – – –
HI
1422
Human Investing
Oregon
$32K – – –
TPWA
1423
TRUE Private Wealth Advisors
Oregon
$32K +$20.7K +225 +127%
APW
1424
Acima Private Wealth
Virginia
$30K – – –
SWM
1425
Selective Wealth Management
Virginia
$30K – – –
55 56
57
58 59