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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
RPG
1001
Risk Paradigm Group
Texas
$93.7K +$99K +1,220 New
PSC
1002
Prentiss Smith & Co
Vermont
$91K -$14.9K -183 -13%
WCM
1003
Wealthcare Capital Management
Virginia
$87K +$77.1K +950 +528%
WOC
1004
West Oak Capital
California
$85.9K -$16.2K -200 -15%
JIR
1005
James Investment Research
Ohio
$85K
RI
1006
Redwood Investments
Massachusetts
$84K
WA
1007
Waverly Advisors
Alabama
$84K +$80K +986 +888%
AF
1008
Arrow Financial
New York
$82K -$5.92K -73 -6%
NSIM
1009
North Star Investment Management
Illinois
$75K +$81 +1 +0.1%
BWA
1010
Burt Wealth Advisors
Maryland
$70K
TWMP
1011
Taylor Wealth Management Partners
Massachusetts
$67K +$70.5K +868 New
SAC
1012
Smith Affiliated Capital
New York
$66.8K
JIC
1013
Joel Isaacson & Co
New York
$66K +$6.01K +74 +9%
OFS
1014
Orrstown Financial Services
Pennsylvania
$64K
GAM
1015
Gemmer Asset Management
California
$62K
GWM
1016
Gupta Wealth Management
California
$62K +$65.7K +809 New
LWA
1017
Lowe Wealth Advisors
Maryland
$61K
FWM
1018
Focused Wealth Management
New York
$60K
MCM
1019
MV Capital Management
Maryland
$57K
JAM
1020
Jolley Asset Management
North Carolina
$54K -$159K -1,964 -74%
AP
1021
Atwood & Palmer
Missouri
$53K
ATC
1022
Adirondack Trust Company
New York
$51K +$23.9K +295 +80%
CG
1023
Colony Group
Massachusetts
$47K
TWA
1024
TCI Wealth Advisors
Arizona
$47K
DOA
1025
D'Orazio & Associates
Virginia
$44K +$162 +2 +0.4%