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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1201
Wealthcare Advisory Partners
Pennsylvania
$113K +$11.8K +153 +12%
HS
1202
Horan Securities
United States
$112K +$17.4K +226 +19%
LC
1203
Landaas & Company
Wisconsin
$110K +$107K +1,389 New
AA
1204
AlphaMark Advisors
Kentucky
$107K – – –
AP
1205
Atwood & Palmer
Missouri
$107K – – –
PCTC
1206
Perkins Coie Trust Company
Washington
$101K – – –
BWM
1207
Baystate Wealth Management
Massachusetts
$100K +$1.15K +15 +1%
PGWM
1208
Parisi Gray Wealth Management
New Jersey
$98K – – –
RE
1209
RBC Europe
United Kingdom
$97K – – –
ATC
1210
Adirondack Trust Company
New York
$95K – – –
TL
1211
TrueWealth LLC
Georgia
$93K – – –
CWM
1212
Catamount Wealth Management
Connecticut
$92K +$14.1K +183 +19%
GTAM
1213
Global Trust Asset Management
Florida
$89K – – –
TFA
1214
Toth Financial Advisory
Virginia
$87K – – –
RFA
1215
Reilly Financial Advisors
California
$84K -$23.5K -306 -22%
NPP
1216
New Potomac Partners
Maryland
$83K – – –
SMFS
1217
Squar Milner Financial Services
California
$83K +$81K +1,053 New
SPL
1218
Smart Portfolios LLC
Washington
$82K – – –
Carson Wealth (CWM LLC)
1219
Carson Wealth (CWM LLC)
Nebraska
$80K +$5.38K +70 +7%
CA
1220
Centerpoint Advisors
Massachusetts
$79K +$461 +6 +0.6%
LWCFA
1221
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K -$5K -65 -6%
GAM
1222
Gemmer Asset Management
California
$77K – – –
SIM
1223
Sonora Investment Management
Arizona
$77K – – –
AIM
1224
Advantage Investment Management
Iowa
$76K -$66K -858 -47%
CWA
1225
Clarus Wealth Advisors
Arizona
$75K +$74.1K +963 New