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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1451
Edmond de Rothschild Holding
Switzerland
$61K – – –
CA
1452
Centerpoint Advisors
Massachusetts
$60K – – –
LF
1453
Lee Financial
Texas
$59K – – –
SIS
1454
Sound Income Strategies
Florida
$59K +$367 +4 +0.6%
BWM
1455
BerganKDV Wealth Management
Minnesota
$56K +$30.7K +335 +122%
MCM
1456
MV Capital Management
Maryland
$53K -$3.48K -38 -6%
CIM
1457
Centersquare Investment Management
Pennsylvania
$51K – – –
BL
1458
Balentine LLC
Georgia
$51K +$9.99K +109 +24%
FPS
1459
Fieldpoint Private Securities
Connecticut
$50K -$2.84K -31 -5%
WOC
1460
West Oak Capital
California
$49K +$36.7K +400 +284%
CIA
1461
Cascade Investment Advisors
Oregon
$48.8K – – –
SA
1462
SRH Advisors
Kansas
$46K – – –
AIM
1463
Arcadia Investment Management
Michigan
$43K – – –
WCG
1464
Weaver Consulting Group
California
$43K – – –
JGIA
1465
Jackson Grant Investment Advisers
Connecticut
$41K – – –
LFG
1466
Larson Financial Group
Missouri
$41K +$2.75K +30 +7%
LWCFA
1467
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K – – –
KFS
1468
Kelly Financial Services
Massachusetts
$38.2K +$3.3K +36 +9%
TFO
1469
Tarbox Family Office
California
$38K -$3.39K -37 -8%
SSWG
1470
Seven Springs Wealth Group
Tennessee
$38K +$38.1K +416 New
BWA
1471
Burt Wealth Advisors
Maryland
$37K – – –
BDWM
1472
Brewin Dolphin Wealth Management
Ireland
$36.5K – – –
HI
1473
Human Investing
Oregon
$36K -$35.6K -388 -49%
SWM
1474
Selective Wealth Management
Virginia
$34K – – –
APW
1475
Acima Private Wealth
Virginia
$34K +$33.7K +368 New
57 58
59
60 61