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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
1151
Shine Investment Advisory Services
Colorado
$56K – – –
MWM
1152
MinichMacGregor Wealth Management
New York
$53K – – –
CPA
1153
Clear Perspective Advisors
Illinois
$53K +$3.34K +39 +7%
HWP
1154
Hefty Wealth Partners
Indiana
$50K +$1.37K +16 +3%
CIA
1155
Cascade Investment Advisors
Oregon
$49.1K – – –
SIM
1156
Sonora Investment Management
Arizona
$49.1K – – –
AF
1157
Allworth Financial
California
$49K -$2.83K -33 -5%
APSP
1158
Asset Planning Services (Pennsylvania)
Pennsylvania
$46K +$428 +5 +0.9%
TWMP
1159
Taylor Wealth Management Partners
Massachusetts
$45K – – –
SA
1160
SRH Advisors
Kansas
$43K +$35K +409 +409%
TDC
1161
Thompson Davis & Co
Virginia
$42K -$1.88K -22 -4%
FWM
1162
Focused Wealth Management
New York
$40K +$2.14K +25 +6%
OIA
1163
OneDigital Investment Advisors
Kansas
$36K -$65.1K -760 -64%
MIP
1164
Mondrian Investment Partners
United Kingdom
$36K – – –
WB
1165
Webster Bank
Connecticut
$35K – – –
HT
1166
Heritage Trust
Oklahoma
$35K +$5.65K +66 +19%
BA
1167
Bristlecone Advisors
Washington
$35K +$35.6K +416 New
WAS
1168
Winch Advisory Services
Wisconsin
$33K +$342 +4 +1%
AIS
1169
Accurate Investment Solutions
Pennsylvania
$33K +$7.88K +92 +32%
TWA
1170
TCI Wealth Advisors
Arizona
$32K -$86 -1 -0.3%
LJHT
1171
Laurie J. Hall Trustee
$31.4K – – –
BWA
1172
Burt Wealth Advisors
Maryland
$31K -$8.56K -100 -22%
AC
1173
Alexandria Capital
Virginia
$31K -$3.17K -37 -9%
PCP
1174
Proficio Capital Partners
Massachusetts
$31K – – –
AI
1175
ArchPoint Investors
Florida
$30K – – –