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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1576
Lountzis Asset Management
Pennsylvania
$32K – – –
SJIM
1577
St. Johns Investment Management
Florida
$31K – – –
WOC
1578
West Oak Capital
California
$31K – – –
APWA
1579
Atlas Private Wealth Advisors
New Jersey
$31K +$10.1K +101 +47%
AWMS
1580
Advocacy Wealth Management Services
Georgia
$31K +$31.3K +312 New
EWM
1581
Edge Wealth Management
New York
$30K +$301 +3 +1%
GFPC
1582
Global Financial Private Client
Florida
$29.9K – – –
SIAP
1583
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K +$9.64K +96 +48%
SL
1584
Savior LLC
Massachusetts
$28K – – –
GTAM
1585
Global Trust Asset Management
Florida
$27K – – –
RA
1586
Resolute Advisors
California
$27K – – –
CAL
1587
Capital Advisors Ltd
Ohio
$26K – – –
EAM
1588
Eukles Asset Management
Ohio
$26K – – –
JPLA
1589
Joseph P. Lucia & Associates
New York
$26K – – –
SPWG
1590
Sage Private Wealth Group
Illinois
$26K – – –
HCM
1591
Highlander Capital Management
New Jersey
$25K – – –
MWC
1592
MBM Wealth Consultants
Missouri
$25K +$2.91K +29 +13%
LWCFA
1593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$25.6K +255 New
LD
1594
Lipe & Dalton
New York
$24K – – –
GWSG
1595
GPS Wealth Strategies Group
Colorado
$23K – – –
PP
1596
Pacifica Partners
Canada
$23K – – –
PFA
1597
Professional Financial Advisors
Nebraska
$23K – – –
BHWM
1598
Bay Harbor Wealth Management
Maryland
$22K -$34.2K -340 -61%
CP
1599
Corbenic Partners
Pennsylvania
$21K -$10K -100 -32%
SWA
1600
SOA Wealth Advisors
New York
$21K -$3.92K -39 -15%
62 63
64
65 66