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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1201
AlphaMark Advisors
Kentucky
$107K
AP
1202
Atwood & Palmer
Missouri
$107K
PCTC
1203
Perkins Coie Trust Company
Washington
$101K
BWM
1204
Baystate Wealth Management
Massachusetts
$100K +$1.15K +15 +1%
PGWM
1205
Parisi Gray Wealth Management
New Jersey
$98K
RE
1206
RBC Europe
United Kingdom
$97K
ATC
1207
Adirondack Trust Company
New York
$95K
TL
1208
TrueWealth LLC
Georgia
$93K
CWM
1209
Catamount Wealth Management
Connecticut
$92K +$14.1K +183 +19%
GTAM
1210
Global Trust Asset Management
Florida
$89K
TFA
1211
Toth Financial Advisory
Virginia
$87K
RFA
1212
Reilly Financial Advisors
California
$84K -$23.5K -306 -22%
NPP
1213
New Potomac Partners
Maryland
$83K
SMFS
1214
Squar Milner Financial Services
California
$83K +$81K +1,053 New
SPL
1215
Smart Portfolios LLC
Washington
$82K
Carson Wealth (CWM LLC)
1216
Carson Wealth (CWM LLC)
Nebraska
$80K +$5.38K +70 +7%
CA
1217
Centerpoint Advisors
Massachusetts
$79K +$461 +6 +0.6%
LWCFA
1218
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K -$5K -65 -6%
GAM
1219
Gemmer Asset Management
California
$77K
SIM
1220
Sonora Investment Management
Arizona
$77K
AIM
1221
Advantage Investment Management
Iowa
$76K -$66K -858 -47%
CWA
1222
Clarus Wealth Advisors
Arizona
$75K +$74.1K +963 New
GFP
1223
Gryphon Financial Partners
Ohio
$73K -$2.15K -28 -3%
ECM
1224
EII Capital Management
New York
$71K +$6.92K +90 +11%
Acadian Asset Management
1225
Acadian Asset Management
Massachusetts
$69K -$315K -4,090 -82%