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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1501
Freedman Financial Associates
Massachusetts
$84K – – –
AF
1502
Allworth Financial
California
$84K +$3.1K +34 +4%
CSPIA
1503
Cary Street Partners Investment Advisory
Virginia
$84K +$884K +9,686 +52%
RWM
1504
RBA Wealth Management
California
$82.8K +$78.3K +858 New
SIM
1505
Sonora Investment Management
Arizona
$80K -$46.1K -505 -38%
CWM
1506
Cranbrook Wealth Management
Michigan
$80K – – –
GAM
1507
Gemmer Asset Management
California
$80K – – –
EIP
1508
Ellis Investment Partners
Pennsylvania
$80K +$456 +5 +0.6%
AL
1509
ADE LLC
Maryland
$79K – – –
MIFH
1510
Migdal Insurance & Financial Holdings
Israel
$79K +$3.19K +35 +4%
LC
1511
Lindbrook Capital
California
$79K +$7.03K +77 +10%
RWB
1512
RMR Wealth Builders
New Jersey
$79K +$74.3K +814 New
PWM
1513
Prentice Wealth Management
New York
$79K +$74.5K +816 New
BDS
1514
Banco de Sabadell
Florida
$77K – – –
EW
1515
Evoke Wealth
California
$77K +$30.6K +335 +73%
HWMA
1516
Heritage Wealth Management (Arizona)
Arizona
$77K +$72.6K +796 New
FPS
1517
Fieldpoint Private Securities
Connecticut
$76K -$38.5K -422 -35%
PWMG
1518
Prestige Wealth Management Group
New Jersey
$75K +$2.19K +24 +3%
LF
1519
Lee Financial
Texas
$74K – – –
JMF
1520
Johnson Midwest Financial
Iowa
$74K +$456 +5 +0.7%
CWA
1521
Clearview Wealth Advisors
Oregon
$73K +$5.29K +58 +8%
HCM
1522
Horrell Capital Management
Arkansas
$72K – – –
JWM
1523
Janiczek Wealth Management
Colorado
$69K -$4.02K -44 -6%
LFG
1524
Larson Financial Group
Missouri
$69K +$17.3K +190 +36%
RIM
1525
Rockbridge Investment Management
New York
$65K +$3.19K +35 +5%
59 60
61
62 63