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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1426
TFC Financial Management
Massachusetts
$59K +$55K +667 New
NPP
1427
New Potomac Partners
Maryland
$58K -$33K -400 -38%
LC
1428
Lindbrook Capital
California
$57K -$5.85K -71 -10%
RIM
1429
Rockbridge Investment Management
New York
$57K – – –
MCM
1430
Manchester Capital Management
Vermont
$56K -$142K -1,722 -73%
CA
1431
Centerpoint Advisors
Massachusetts
$55K – – –
LTI
1432
Laffer Tengler Investments
Tennessee
$52.8K +$49.1K +596 New
CIA
1433
Cascade Investment Advisors
Oregon
$47.4K – – –
BWA
1434
Burt Wealth Advisors
Maryland
$47K – – –
LFG
1435
Larson Financial Group
Missouri
$46K -$45.5K -552 -51%
FMTCOCP
1436
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K -$27.4K -333 -39%
PO
1437
Private Ocean
California
$44K – – –
WCG
1438
Weaver Consulting Group
California
$40K -$5.44K -66 -13%
JGIA
1439
Jackson Grant Investment Advisers
Connecticut
$40K – – –
TFO
1440
Tarbox Family Office
California
$39K +$7.34K +89 +25%
KFS
1441
Kelly Financial Services
Massachusetts
$37.9K +$247 +3 +0.7%
BDWM
1442
Brewin Dolphin Wealth Management
Ireland
$35.4K – – –
AW
1443
Alpha Windward
Massachusetts
$35K -$337K -4,091 -91%
EW
1444
Evoke Wealth
California
$35K -$1.81K -22 -5%
HI
1445
Human Investing
Oregon
$35K -$907 -11 -3%
ME
1446
McIlrath & Eck
Washington
$35K – – –
APW
1447
Acima Private Wealth
Virginia
$33K – – –
APWM
1448
Atlas Private Wealth Management
New York
$32K -$33.9K -411 -54%
JWBC
1449
John W. Brooker & Co
California
$31K – – –
VCM
1450
Vigilant Capital Management
Maine
$31K – – –
56 57
58
59 60