DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1051
Camarda Financial Advisors
Florida
$33K – – –
AP
1052
Atwood & Palmer
Missouri
$32K – – –
LJHT
1053
Laurie J. Hall Trustee
$32K +$29.8K +424 New
SIG
1054
Stanford Investment Group
California
$29K -$2.67K -38 -9%
MCA
1055
Mercer Capital Advisers
New Jersey
$29K – – –
MFT
1056
Moisand Fitzgerald Tamayo
Florida
$29K +$28.8K +409 New
TDC
1057
Thompson Davis & Co
Virginia
$28K – – –
HCM
1058
Highlander Capital Management
New Jersey
$26K -$70 -1 -0.3%
BWA
1059
Burt Wealth Advisors
Maryland
$26K – – –
AI
1060
ArchPoint Investors
Florida
$26K +$25.3K +360 New
SIM
1061
Sonora Investment Management
Arizona
$25K -$21.4K -304 -47%
LWM
1062
Lenox Wealth Management
Ohio
$25K – – –
BL
1063
Balentine LLC
Georgia
$24K – – –
DA
1064
Dunvegan Associates
California
$24K – – –
HSA
1065
Hussman Strategic Advisors
Maryland
$24K – – –
TCCM
1066
Timber Creek Capital Management
Massachusetts
$24K +$24.6K +350 New
KA
1067
Klingman & Associates
New York
$22K – – –
AA
1068
Apriem Advisors
California
$21K – – –
PCP
1069
Proficio Capital Partners
Massachusetts
$21K +$20.5K +292 New
FMT
1070
First Mercantile Trust
Tennessee
$20K – – –
SIA
1071
SeaBridge Investment Advisors
New Jersey
$19K – – –
TFO
1072
Tarbox Family Office
California
$18K +$633 +9 +4%
BCM
1073
Blume Capital Management
California
$17K – – –
LWA
1074
Lowe Wealth Advisors
Maryland
$17K – – –
DSN
1075
D. Scott Neal
Kentucky
$16K +$15.8K +225 New