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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Loring Wolcott & Coolidge Fiduciary Advisors
1201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$81K -$147K -1,902 -65%
MCM
1202
Mainstay Capital Management
Michigan
$81K -$77 -1 -0.1%
NPP
1203
New Potomac Partners
Maryland
$81K – – –
OFS
1204
Orrstown Financial Services
Pennsylvania
$81K – – –
SPL
1205
Smart Portfolios LLC
Washington
$80K +$80K +1,035 New
SIS
1206
Sound Income Strategies
Florida
$79K +$70.6K +913 +838%
CA
1207
Centerpoint Advisors
Massachusetts
$77K +$12K +155 +18%
ACM
1208
Armbruster Capital Management
New York
$76K – – –
GAM
1209
Gemmer Asset Management
California
$76K – – –
SIM
1210
Sonora Investment Management
Arizona
$75.6K +$1.93K +25 +3%
GFP
1211
Gryphon Financial Partners
Ohio
$74K +$4.1K +53 +6%
CWM
1212
Catamount Wealth Management
Connecticut
$74K +$19.3K +250 +36%
Carson Wealth (CWM LLC)
1213
Carson Wealth (CWM LLC)
Nebraska
$73K -$31.2K -404 -30%
SC
1214
Sawyer & Company
Massachusetts
$71K +$71.1K +920 New
SBL
1215
Sargent Bickham Lagudis
Colorado
$67K -$5.41K -70 -7%
FMTCOCP
1216
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$65.4K – – –
CWM
1217
Cranbrook Wealth Management
Michigan
$65K – – –
WIM
1218
Westside Investment Management
California
$64.8K – – –
FGC
1219
Financial Gravity Companies
Texas
$63K +$33.7K +436 +123%
FGAM
1220
Financial Gravity Asset Management
Texas
$63K +$61.1K +790 New
ECM
1221
EII Capital Management
New York
$63K +$62.5K +809 New
AC
1222
Avestar Capital
New York
$62K -$4.02K -52 -6%
VC
1223
Vestor Capital
Illinois
$60K +$309 +4 +0.5%
SWMG
1224
Signature Wealth Management Group
Georgia
$59K – – –
AF
1225
Advisornet Financial
Minnesota
$57K +$155 +2 +0.3%