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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SF
826
Symphony Financial
Texas
$686K +$210K +2,488 +41%
Parallax Volatility Advisers
827
Parallax Volatility Advisers
California
$685K +$233K +2,752 +47%
RC
828
RegentAtlantic Capital
New Jersey
$685K +$406K +4,808 +128%
DP
829
Dearborn Partners
Illinois
$681K -$42.6K -504 -6%
BWM
830
Buckley Wealth Management
Nevada
$680K
IWM
831
IHT Wealth Management
Illinois
$673K -$60.3K -714 -8%
PTP
832
Platform Technology Partners
New York
$671K +$258K +3,053 +57%
CC
833
Chicago Capital
Illinois
$667K
FIM
834
Fruth Investment Management
Texas
$661K
CCA
835
Checchi Capital Advisers
California
$660K -$28.1K -333 -4%
OIA
836
Optimum Investment Advisors
Illinois
$655K +$422 +5 +0.1%
CSIC
837
Clifford Swan Investment Counsel
California
$652K -$6.34K -75 -0.9%
SIA
838
Soltis Investment Advisors
Utah
$651K +$245K +2,903 +55%
SA
839
Strategic Advisors
New York
$646K +$218K +2,581 +51%
WCM
840
Washington Capital Management
Washington
$641K -$88.7K -1,050 -12%
CAM
841
Carret Asset Management
New York
$640K
LNWWM
842
Laird Norton Wetherby Wealth Management
California
$639K -$102K -1,206 -13%
PWM
843
Perigon Wealth Management
California
$635K -$39K -461 -5%
JFGIW
844
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$633K -$365K -4,315 -35%
BCM
845
BTR Capital Management
California
$631K -$67.6K -800 -9%
BHIA
846
Birch Hill Investment Advisors
Massachusetts
$630K
HSA
847
HBK Sorce Advisory
Pennsylvania
$630K +$18.7K +221 +3%
SFSG
848
Stearns Financial Services Group
North Carolina
$629K -$168K -1,984 -20%
PCS
849
Personal CFO Solutions
New Jersey
$629K +$507 +6 +0.1%
SXL
850
Summit X LLC
Missouri
$629K +$18.7K +221 +3%