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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
1001
B. Riley Wealth Management
Tennessee
$145K +$726 +9 +0.5%
JWM
1002
Jacobus Wealth Management
Wisconsin
$144K -$20.8K -258 -13%
PMFA
1003
Plante Moran Financial Advisors
Michigan
$141K +$106K +1,309 +346%
IC
1004
Intersect Capital
California
$140K +$135K +1,675 New
CAM
1005
Cacti Asset Management
Georgia
$139K – – –
HIM
1006
Hillsdale Investment Management
Ontario, Canada
$134K -$113K -1,400 -47%
DA
1007
Dunvegan Associates
California
$133K – – –
ARMC
1008
American Research & Management Company
Massachusetts
$128K – – –
HFM
1009
Hartford Financial Management
Connecticut
$127K – – –
1832 Asset Management
1010
1832 Asset Management
Ontario, Canada
$119K +$2.5K +31 +2%
PSC
1011
Prentiss Smith & Co
Vermont
$115K +$14.8K +183 +15%
GWA
1012
Genesis Wealth Advisors
Massachusetts
$115K +$117K +1,455 New
NCM
1013
Nelson Capital Management
California
$111K – – –
WOC
1014
West Oak Capital
California
$110K -$9.35K -116 -8%
RMAM
1015
Raab & Moskowitz Asset Management
New Jersey
$109K -$255K -3,165 -71%
AWM
1016
AllSquare Wealth Management
New York
$108K +$105K +1,298 New
VIA
1017
Vantage Investment Advisors
Pennsylvania
$96K – – –
AF
1018
Arrow Financial
New York
$95K -$697K -8,650 -88%
JIR
1019
James Investment Research
Ohio
$93K – – –
QT
1020
Quantbot Technologies
New York
$92K +$89.1K +1,105 New
RI
1021
Redwood Investments
Massachusetts
$91K – – –
PHK
1022
Point72 Hong Kong
Hong Kong
$89K +$86K +1,066 New
IMS
1023
Index Management Solutions
Pennsylvania
$87K -$68K -843 -45%
VNB
1024
Valley National Bancorp
New York
$86K – – –
PCM
1025
Prelude Capital Management
New York
$86K +$83.5K +1,035 New