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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1726
Gradient Investments
Minnesota
$264K +$340 +3 +0.1%
JFG
1727
Jefferies Financial Group
New York
$263K +$156K +1,374 +128%
AGA
1728
Arkos Global Advisors
Texas
$263K +$277K +2,442 New
CA
1729
Capital Advantage
California
$263K +$276K +2,439 New
WQ
1730
Wealth Quarterback
New Jersey
$262K +$1.7K +15 +0.6%
NAMNJ
1731
NorthStar Asset Management (New Jersey)
New Jersey
$261K +$1.59K +14 +0.6%
CPRC
1732
Consolidated Portfolio Review Corp
New York
$261K +$274K +2,419 New
SL
1733
Sentinus LLC
Illinois
$261K -$38.9K -343 -12%
CAWM
1734
Capital Advisors Wealth Management
Washington
$260K -$11.4K -101 -4%
SLG
1735
Stanley-Laman Group
Pennsylvania
$259K -$566 -5 -0.2%
GCP
1736
GSA Capital Partners
United Kingdom
$259K +$272K +2,403 New
AA
1737
Apriem Advisors
California
$259K – – –
LFG
1738
Lockerman Financial Group
California
$259K – – –
GG
1739
Gleason Group
Kentucky
$258K +$2.49K +22 +0.9%
EWM
1740
Executive Wealth Management
Michigan
$258K -$32.3K -285 -11%
HWM
1741
Howard Wealth Management
Connecticut
$258K +$453 +4 +0.2%
LBC
1742
Leigh Baldwin & Co
New York
$257K +$271K +2,389 New
MEAC
1743
M.E. Allison & Co
Texas
$257K +$270K +2,385 New
VCM
1744
Voleon Capital Management
California
$257K +$270K +2,384 New
RT
1745
Rockland Trust
Massachusetts
$256K -$131K -1,156 -33%
AIIMS
1746
Analyst IMS Investment Management Services
Israel
$255K +$50K +441 +23%
TFP
1747
Tilia Fiduciary Partners
North Carolina
$254K +$453 +4 +0.2%
PP
1748
Patron Partners
Texas
$254K -$5.66K -50 -2%
CCFM
1749
Clear Creek Financial Management
Washington
$254K -$6.91K -61 -3%
FG
1750
Foster Group
Iowa
$253K +$9.4K +83 +4%
68 69
70
71 72