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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1751
West Oak Capital
California
$35K – – –
SLWA
1752
San Luis Wealth Advisors
California
$35K +$35K +337 New
SIAP
1753
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K +$208 +2 +0.7%
LWCFA
1754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K +$623 +6 +2%
GFPC
1755
Global Financial Private Client
Florida
$33.8K – – –
PP
1756
PFS Partners
New Jersey
$33.2K – – –
MUMSS
1757
Mitsubishi UFJ Morgan Stanley Securities
Japan
$33K +$31.2K +300 New
CAL
1758
Capital Advisors Ltd
Ohio
$32K +$1.56K +15 +6%
TFGT
1759
TS Financial Group (TSFG)
Illinois
$31K +$104 +1 +0.4%
FEG
1760
Financial Enhancement Group
Indiana
$30K – – –
SPWG
1761
Sage Private Wealth Group
Illinois
$30K – – –
EAM
1762
Eukles Asset Management
Ohio
$29K – – –
RG
1763
Retirement Group
California
$29K – – –
HCM
1764
Highlander Capital Management
New Jersey
$28K – – –
LD
1765
Lipe & Dalton
New York
$27K -$21.6K -208 -46%
PFA
1766
Professional Financial Advisors
Nebraska
$26K – – –
SWA
1767
SOA Wealth Advisors
New York
$24K +$10.8K +104 +92%
PP
1768
Pacifica Partners
Canada
$23K – – –
NWM
1769
Nauset Wealth Management
Connecticut
$23K +$21.8K +210 New
FWM
1770
Focused Wealth Management
New York
$22K – – –
JFA
1771
JNBA Financial Advisors
Minnesota
$22K +$3.32K +32 +19%
ANBT
1772
American National Bank & Trust
Texas
$22K +$17.4K +168 +509%
BDWM
1773
Brewin Dolphin Wealth Management
Ireland
$21K – – –
GKIM
1774
GW&K Investment Management
Massachusetts
$21K +$19.4K +187 New
BA
1775
Bellwether Advisors
Nebraska
$20K -$77.8K -749 -81%
69 70
71
72 73