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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1101
Thompson Davis & Co
Virginia
$50K +$9.43K +118 +25%
FWM
1102
Focused Wealth Management
New York
$49K -$10.6K -133 -19%
HWP
1103
Hefty Wealth Partners
Indiana
$49K
TWMP
1104
Taylor Wealth Management Partners
Massachusetts
$46K
SCA
1105
Stuart Chaussee & Associates
California
$43K
AIS
1106
Accurate Investment Solutions
Pennsylvania
$42K -$25.3K -317 -39%
CLOS
1107
Compagnie Lombard Odier SCmA
Switzerland
$42K -$25.3K -316 -39%
AWMS
1108
Advocacy Wealth Management Services
Georgia
$40K -$58.5K -732 -61%
CFA
1109
Camarda Financial Advisors
Florida
$40K
BWA
1110
Burt Wealth Advisors
Maryland
$39K
LJHT
1111
Laurie J. Hall Trustee
$36K
Lazard Asset Management
1112
Lazard Asset Management
New York
$34K -$426K -5,331 -93%
SIG
1113
Stanford Investment Group
California
$34K
AI
1114
ArchPoint Investors
Florida
$31K
HCM
1115
Highlander Capital Management
New Jersey
$31K
LWM
1116
Lenox Wealth Management
Ohio
$30K
TCCM
1117
Timber Creek Capital Management
Massachusetts
$30K
BL
1118
Balentine LLC
Georgia
$29K
HSA
1119
Hussman Strategic Advisors
Maryland
$29K
KA
1120
Klingman & Associates
New York
$27K
PHK
1121
Point72 Hong Kong
Hong Kong
$26K +$24K +300 New
AII
1122
AGF Investments Inc
Ontario, Canada
$25K +$7.43K +93 +47%
FMT
1123
First Mercantile Trust
Tennessee
$24K
TWA
1124
TCI Wealth Advisors
Arizona
$23K -$37.6K -470 -64%
GWS
1125
Glassman Wealth Services
Virginia
$23K -$16K -200 -42%