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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1701
PFG Private Wealth Management
Florida
$38K – – –
EFS
1702
Econ Financial Services
Pennsylvania
$38K +$36.3K +358 New
HR
1703
Howe & Rusling
New York
$36K – – –
JWBC
1704
John W. Brooker & Co
California
$36K – – –
SJIM
1705
St. Johns Investment Management
Florida
$33K – – –
WOC
1706
West Oak Capital
California
$33K – – –
MTWM
1707
Masso Torrence Wealth Management
New Jersey
$33K +$31.4K +310 New
SIAP
1708
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K -$12.3K -121 -29%
LWCFA
1709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K -$12.2K -120 -29%
EWM
1710
Edge Wealth Management
New York
$32K +$304 +3 +1%
GFPC
1711
Global Financial Private Client
Florida
$31.5K – – –
PP
1712
PFS Partners
New Jersey
$31.1K +$30.1K +297 New
FEG
1713
Financial Enhancement Group
Indiana
$29K – – –
TFGT
1714
TS Financial Group (TSFG)
Illinois
$29K +$8.11K +80 +41%
SIC
1715
SJS Investment Consulting
Ohio
$29K +$27.8K +274 New
EBA
1716
Eagle Bay Advisors
New York
$28K -$26.1K -257 -49%
SPWG
1717
Sage Private Wealth Group
Illinois
$28K – – –
CAL
1718
Capital Advisors Ltd
Ohio
$28K +$710 +7 +3%
EAM
1719
Eukles Asset Management
Ohio
$27K – – –
RG
1720
Retirement Group
California
$27K +$8.11K +80 +44%
HCM
1721
Highlander Capital Management
New Jersey
$26K – – –
PFA
1722
Professional Financial Advisors
Nebraska
$25K – – –
PP
1723
Pacifica Partners
Canada
$24K +$101 +1 +0.4%
C
1724
Covestor
United Kingdom
$24K +$23.3K +230 New
DAM
1725
Delta Asset Management
Tennessee
$21K +$3.75K +37 +23%
67 68
69
70 71