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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
901
SeaBridge Investment Advisors
New Jersey
$18K – – –
FBT
902
Founders Bank & Trust
Michigan
$14K -$15.2K -223 -52%
SFSIG
903
San Francisco Sentry Investment Group
California
$14K -$1.71K -25 -11%
MAS
904
Madden Advisory Services
Florida
$13K – – –
MFBTD
905
MB Financial Bank - Trust Department
Illinois
$13K – – –
NHFG
906
New Harbor Financial Group
Massachusetts
$13K – – –
PIA
907
Piedmont Investment Advisors
North Carolina
$12.8K +$205 +3 +2%
S
908
SignatureFD
Georgia
$12K -$104K -1,526 -90%
JIR
909
James Investment Research
Ohio
$11K -$14.2K -208 -56%
LWCFA
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
TCCM
911
Timber Creek Capital Management
Massachusetts
$11K +$11.9K +174 New
EA
912
Ecofin Advisors
United Kingdom
$10.4K -$4.8M -70,424 -99%
AIA
913
Alerus Investment Advisors
Minnesota
$9K -$215K -3,146 -96%
PMFA
914
Plante Moran Financial Advisors
Michigan
$9K -$28K -410 -76%
FWM
915
Focused Wealth Management
New York
$9K +$8.73K +128 New
NIM
916
NuWave Investment Management
New Jersey
$6K +$136 +2 +2%
PFO
917
Pathstone Family Office
New Jersey
$5K – – –
LTI
918
Laffer Tengler Investments
Tennessee
$4.94K – – –
CCM
919
Chilton Capital Management
Texas
$4.41K -$7.5K -110 -63%
SFPIA
920
Stevens First Principles Investment Advisors
California
$4K – – –
Victory Capital Management
921
Victory Capital Management
Texas
$4K +$4.3K +63 New
ATC
922
Adirondack Trust Company
New York
$2K – – –
LFG
923
LifePlan Financial Group
Ohio
$2K – – –
ZTNA
924
Zions Trust National Association
Utah
$2K – – –
EA
925
Euclid Advisors
Connecticut
– -$64.8M -960,000 Closed