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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PG
1101
Patten Group
Tennessee
$268K -$35.6K -418 -12%
PC
1102
Port Capital
Illinois
$268K -$2.21K -26 -0.8%
BA
1103
Bennicas & Associates
California
$268K – – –
W
1104
WealthOne
New York
$268K +$264K +3,100 New
PCAP
1105
Pratt Collard Advisory Partners
New York
$265K – – –
WKWM
1106
Walter & Keenan Wealth Management
Indiana
$264K – – –
AFP
1107
Ausdal Financial Partners
Iowa
$263K -$219K -2,575 -46%
SC
1108
Saturna Capital
Washington
$262K – – –
CWS
1109
Cypress Wealth Services
California
$262K +$2.04K +24 +0.8%
UAS
1110
United Asset Strategies
New York
$262K +$26.8K +315 +12%
TCOO
1111
Trust Company of Oklahoma
Oklahoma
$261K – – –
HC
1112
Hourglass Capital
Texas
$261K – – –
JWBC
1113
J.W. Burns & Co
New York
$260K – – –
FA
1114
FCG Advisors
New Jersey
$259K +$11.4K +134 +5%
KA
1115
Kovack Advisors
Florida
$258K -$21.7K -255 -8%
EHWM
1116
Eads & Heald Wealth Management
Georgia
$257K -$38.7K -455 -13%
LRPA
1117
L. Roy Papp & Associates
Arizona
$256K – – –
BMC
1118
Beaton Management Company
Massachusetts
$255K -$936 -11 -0.4%
HCM
1119
Hengehold Capital Management
Ohio
$255K +$1.02K +12 +0.4%
BIM
1120
Baldwin Investment Management
Pennsylvania
$254K – – –
JIC
1121
Joel Isaacson & Co
New York
$254K +$256K +3,006 New
JA
1122
JOYN Advisors
Georgia
$251K -$90.8K -1,067 -27%
EWM
1123
Endurance Wealth Management
Rhode Island
$251K – – –
CRC
1124
Curi RMB Capital
Illinois
$251K +$248K +2,908 New
ST
1125
Spinnaker Trust
Maine
$250K -$1.79K -21 -0.7%