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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1501
Lee Financial
Texas
$70K – – –
JMF
1502
Johnson Midwest Financial
Iowa
$70K +$70.3K +760 New
PWMG
1503
Prestige Wealth Management Group
New Jersey
$69K -$35.9K -388 -34%
HCM
1504
Horrell Capital Management
Arkansas
$69K – – –
JWM
1505
Janiczek Wealth Management
Colorado
$69K +$37.6K +406 +116%
TIAM2
1506
Tru Independence Asset Management 2
Oregon
$69K +$70.2K +759 New
PS
1507
Planned Solutions
California
$68K – – –
LC
1508
Lindbrook Capital
California
$68K +$9.25K +100 +15%
AWM
1509
Avondale Wealth Management
Texas
$68K +$68.6K +742 New
LGA
1510
Lebenthal Global Advisors
New York
$67K +$67.7K +732 New
LIA
1511
Luken Investment Analytics
Tennessee
$66K +$66.7K +721 New
MWP
1512
Meridian Wealth Partners
Pennsylvania
$64K +$555 +6 +0.9%
CWA
1513
Clearview Wealth Advisors
Oregon
$64K +$64.6K +698 New
EDRH
1514
Edmond de Rothschild Holding
Switzerland
$61K – – –
TFM
1515
TFC Financial Management
Massachusetts
$61K – – –
RIM
1516
Rockbridge Investment Management
New York
$59K – – –
MCM
1517
Manchester Capital Management
Vermont
$58K – – –
SWP
1518
ShoreHaven Wealth Partners
New Jersey
$58K +$58.3K +630 New
CA
1519
Centerpoint Advisors
Massachusetts
$57K – – –
PO
1520
Private Ocean
California
$55K +$9.25K +100 +20%
SIAG
1521
Signet Investment Advisory Group
Rhode Island
$55K +$55.5K +600 New
EC
1522
Estate Counselors
Wisconsin
$54K +$54.7K +591 New
LTI
1523
Laffer Tengler Investments
Tennessee
$54K – – –
FWM
1524
FSA Wealth Management
Massachusetts
$53K +$53.5K +578 New
IRAG
1525
Investment Research & Advisory Group
Georgia
$50K -$10.5K -113 -17%
59 60
61
62 63