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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
1176
Sharkey, Howes & Javer
Colorado
$20K – – –
PRS
1177
Pinkerton Retirement Specialists
Idaho
$20K +$230 +3 +1%
PWM
1178
Perigon Wealth Management
California
$19K -$168K -2,198 -90%
FMT
1179
First Mercantile Trust
Tennessee
$19K – – –
TCM
1180
TD Capital Management
Tennessee
$19K – – –
LWA
1181
Lowe Wealth Advisors
Maryland
$18K -$12.7K -166 -42%
AW
1182
Alpha Windward
Massachusetts
$18K +$18.1K +236 New
AP
1183
Atwood & Palmer
Missouri
$16K – – –
WAS
1184
Winch Advisory Services
Wisconsin
$15K +$153 +2 +1%
GWA
1185
Guidant Wealth Advisors
Illinois
$14K – – –
WOC
1186
West Oak Capital
California
$13.5K – – –
SQA
1187
Simon Quick Advisors
New Jersey
$13K +$12.7K +166 New
FAM
1188
Fred Alger Management
New York
$12K -$653K -8,532 -98%
TC
1189
Trust Company
Kansas
$10K – – –
LA
1190
Legacy Advisors
Pennsylvania
$10K +$10.6K +138 New
WCM
1191
Wealthcare Capital Management
Virginia
$9K – – –
OFW
1192
Omnia Family Wealth
Florida
$9K +$8.65K +113 New
MIFH
1193
Migdal Insurance & Financial Holdings
Israel
$9K +$8.88K +116 New
CIA
1194
Cascade Investment Advisors
Oregon
$8.69K +$8.58K +112 New
MIM
1195
Macroview Investment Management
Maryland
$8K – – –
SA
1196
SRH Advisors
Kansas
$8K – – –
ACM
1197
AUA Capital Management
Pennsylvania
$8K +$7.66K +100 New
PA
1198
Perennial Advisors
New York
$8K +$7.66K +100 New
FAN
1199
Financial Advisors Network
California
$6.71K +$6.66K +87 New
JWA
1200
JFS Wealth Advisors
Pennsylvania
$6K – – –