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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1476
Macroview Investment Management
Maryland
$10K – – –
HF
1477
Halpern Financial
Virginia
$9.95K – – –
BII
1478
Bainco International Investors
Massachusetts
$9K +$10.7K +116 New
WCM
1479
Wealthcare Capital Management
Virginia
$8K -$4.59K -50 -34%
ACM
1480
AUA Capital Management
Pennsylvania
$8K – – –
CDIA
1481
Capital Directions Investment Advisors
Georgia
$8K – – –
JPLA
1482
Joseph P. Lucia & Associates
New York
$8K – – –
SFPG
1483
Stonebridge Financial Planning Group
Florida
$8K – – –
TI
1484
Truehand Inc
New Hampshire
$8K – – –
RAM
1485
Riggs Asset Management
Pennsylvania
$8K +$10.1K +110 New
LPWM
1486
Lake Point Wealth Management
Texas
$7K – – –
SGAM
1487
Smith Group Asset Management
Texas
$7K – – –
JSC
1488
Jackson Square Capital
California
$7K +$8.08K +88 New
BAMG
1489
Brand Asset Management Group
Missouri
$6K -$85.9K -935 -92%
BEI
1490
Benjamin Edwards Inc
Missouri
$6K -$5.05K -55 -41%
PG
1491
Proffitt & Goodson
Tennessee
$6K +$7.16K +78 New
IF
1492
Ironwood Financial
Arizona
$5K -$551 -6 -9%
PW
1493
Price Wealth
Texas
$5K – – –
WAS
1494
Winch Advisory Services
Wisconsin
$5K +$92 +1 +2%
MF
1495
Manchester Financial
California
$5K +$5.6K +61 New
OAM
1496
Optimal Asset Management
California
$4.55K +$2.35M +25,596 +84%
CCM
1497
Cribstone Capital Management
Maine
$4K -$5.51K -60 -55%
POIA
1498
Pin Oak Investment Advisors
Texas
$4K -$919 -10 -17%
BWP
1499
Baldwin Wealth Partners
Massachusetts
$3K – – –
RIA
1500
RPG Investment Advisory
California
$2K – – –
58 59
60
61 62