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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DBT
1101
Dubuque Bank & Trust
Iowa
$159K +$127K +1,479 +351%
AWM
1102
AllSquare Wealth Management
New York
$155K +$158K +1,848 New
AA
1103
AlphaMark Advisors
Kentucky
$148K
CP
1104
Corbenic Partners
Pennsylvania
$147K
Carson Wealth (CWM LLC)
1105
Carson Wealth (CWM LLC)
Nebraska
$145K -$542K -6,336 -79%
AIM
1106
Advantage Investment Management
Iowa
$143K -$42.2K -493 -22%
MCA
1107
Mercer Capital Advisers
New Jersey
$143K
CAM
1108
Cacti Asset Management
Georgia
$140K
HFM
1109
Hartford Financial Management
Connecticut
$139K
WC
1110
Whitnell & Co
Illinois
$137K
VIA
1111
Vantage Investment Advisors
Pennsylvania
$136K
GLI
1112
Guardian Life Insurance
New York
$134K +$856 +10 +0.6%
WAP
1113
Wealthcare Advisory Partners
Pennsylvania
$131K +$133K +1,555 New
NSIM
1114
North Star Investment Management
Illinois
$129K
PMFA
1115
Plante Moran Financial Advisors
Michigan
$126K -$13.8K -161 -10%
JAM
1116
Jolley Asset Management
North Carolina
$126K
MPWT
1117
MassMutual Private Wealth & Trust
Connecticut
$116K +$3K +35 +3%
JGIA
1118
Jackson Grant Investment Advisers
Connecticut
$112K -$25.1K -293 -18%
NCM
1119
Nelson Capital Management
California
$112K
WA
1120
Winfield Associates
Ohio
$111K +$171 +2 +0.2%
WPA
1121
West Paces Advisors
Georgia
$110K
BRC
1122
Bell Rock Capital
Delaware
$109K
PCTC
1123
Perkins Coie Trust Company
Washington
$107K
BL
1124
Balentine LLC
Georgia
$106K +$34.7K +405 +47%
BWM
1125
Baystate Wealth Management
Massachusetts
$104K -$8.56K -100 -8%