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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1501
Consolidated Planning Corp
Georgia
$86K +$91.6K +885 New
ASBI
1502
American State Bank (Iowa)
Iowa
$85.3K – – –
GAM
1503
Gemmer Asset Management
California
$83K – – –
EIP
1504
Ellis Investment Partners
Pennsylvania
$82K +$518 +5 +0.6%
JWM
1505
Janiczek Wealth Management
Colorado
$82K +$7.35K +71 +9%
CWM
1506
Cranbrook Wealth Management
Michigan
$81K – – –
AL
1507
ADE LLC
Maryland
$80K -$8.59K -83 -9%
BAM
1508
Bellevue Asset Management
Washington
$80K -$8.07K -78 -9%
KA
1509
Kozak & Associates
Colorado
$80K +$82.7K +799 New
TFM
1510
TFC Financial Management
Massachusetts
$79K +$11.2K +108 +15%
JMF
1511
Johnson Midwest Financial
Iowa
$76K +$518 +5 +0.7%
PWMG
1512
Prestige Wealth Management Group
New Jersey
$76K +$17.3K +167 +27%
ACM
1513
Antonetti Capital Management
Florida
$70K +$74.5K +720 New
LWA
1514
Lenox Wealth Advisors
New York
$67K – – –
SIS
1515
Sound Income Strategies
Florida
$65K -$11.7K -113 -14%
EDRH
1516
Edmond de Rothschild Holding
Switzerland
$65K – – –
PCTC
1517
Perkins Coie Trust Company
Washington
$65K – – –
SQA
1518
Simon Quick Advisors
New Jersey
$63K -$54.9K -530 -45%
RIM
1519
Rockbridge Investment Management
New York
$63K -$3.62K -35 -5%
PO
1520
Private Ocean
California
$62K – – –
AS
1521
Altshuler Shaham
Israel
$60K -$6.73K -65 -10%
CA
1522
Centerpoint Advisors
Massachusetts
$60K – – –
VCM
1523
Versant Capital Management
Arizona
$59K -$5.9K -57 -9%
LTI
1524
Laffer Tengler Investments
Tennessee
$58.2K +$59.6K +576 +2,880%
JGIA
1525
Jackson Grant Investment Advisers
Connecticut
$58K – – –
59 60
61
62 63