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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LD
1801
Lipe & Dalton
New York
$33K – – –
TIM
1802
Tortoise Investment Management
New York
$32.4K – – –
LF
1803
Lee Financial
Texas
$32.3K – – –
C
1804
Covestor
United Kingdom
$32K +$728 +8 +2%
FWA
1805
FSC Wealth Advisors
New York
$31.3K – – –
WOC
1806
West Oak Capital
California
$31K – – –
GWSA
1807
Global Wealth Strategies & Associates
Colorado
$30.8K – – –
PCWA
1808
Pacific Capital Wealth Advisors
California
$30.8K +$28.8K +317 New
GKIM
1809
GW&K Investment Management
Massachusetts
$30K -$4.28K -47 -13%
NF
1810
Norwood Financial
Pennsylvania
$29.4K – – –
WTG
1811
West Tower Group
Virginia
$29.2K +$27.4K +301 New
GFPC
1812
Global Financial Private Client
Florida
$29.1K – – –
LWA
1813
Lowe Wealth Advisors
Maryland
$29K – – –
PP
1814
Pacifica Partners
Canada
$28.8K – – –
CFG
1815
CKW Financial Group
Hawaii
$28K – – –
HB
1816
Horizon Bancorp
Indiana
$28K – – –
ODG
1817
O'Dell Group
Ohio
$27.5K +$25.7K +283 New
BIA
1818
Bell Investment Advisors
California
$27.3K -$8.46K -93 -25%
JFA
1819
JNBA Financial Advisors
Minnesota
$26.8K -$3.27K -36 -12%
AS
1820
Altshuler Shaham
Israel
$26.3K +$24.6K +271 New
PWMG
1821
Private Wealth Management Group
New Jersey
$26.3K +$24.6K +271 New
LFA
1822
Legend Financial Advisors
Pennsylvania
$25.8K – – –
CAM
1823
Chesapeake Asset Management
New York
$25.7K +$11.4K +125 +90%
MWM
1824
Mascoma Wealth Management
New Hampshire
$25.4K – – –
TVAMP
1825
Tennessee Valley Asset Management Partners
Tennessee
$24.4K +$22.8K +251 New
71 72
73
74 75