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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1401
Selective Wealth Management
Virginia
$97K +$1.65K +20 +2%
TWA
1402
TCI Wealth Advisors
Arizona
$97K +$9.81K +119 +12%
WB
1403
Webster Bank
Connecticut
$96K – – –
TF
1404
TimeScale Financial
Massachusetts
$94K +$824 +10 +1%
PFWA
1405
Paces Ferry Wealth Advisors
Georgia
$93K +$86.9K +1,054 New
WEC
1406
Winslow Evans & Crocker
Massachusetts
$91K -$11.6K -141 -12%
SAM
1407
S.A. Mason
Michigan
$89K -$8.24K -100 -9%
BAM
1408
Bellevue Asset Management
Washington
$89K – – –
QCMC
1409
Quantum Capital Management (California)
California
$89K – – –
SIS
1410
Sound Income Strategies
Florida
$87K -$12.3K -149 -13%
SBL
1411
Sargent Bickham Lagudis
Colorado
$86K – – –
TPWA
1412
TRUE Private Wealth Advisors
Oregon
$83K +$35.3K +428 +82%
WB
1413
West Bancorporation
Iowa
$77K – – –
MIFH
1414
Migdal Insurance & Financial Holdings
Israel
$76K -$22.6K -274 -24%
CWM
1415
Cranbrook Wealth Management
Michigan
$74K – – –
GAM
1416
Gemmer Asset Management
California
$74K – – –
EIP
1417
Ellis Investment Partners
Pennsylvania
$72K -$42.9K -521 -39%
AF
1418
Allworth Financial
California
$72K -$21.7K -263 -24%
LF
1419
Lee Financial
Texas
$68K – – –
HCM
1420
Horrell Capital Management
Arkansas
$66K – – –
PS
1421
Planned Solutions
California
$65K +$60.8K +738 New
SIAS
1422
Shine Investment Advisory Services
Colorado
$64K – – –
MWP
1423
Meridian Wealth Partners
Pennsylvania
$61K -$2.88K -35 -5%
EDRH
1424
Edmond de Rothschild Holding
Switzerland
$59K – – –
IRAG
1425
Investment Research & Advisory Group
Georgia
$59K – – –
55 56
57
58 59