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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1226
Barnett & Company
Tennessee
$40K +$30.1K +372 +293%
BA
1227
Ballew Advisors
Mississippi
$39K – – –
OIA
1228
OneDigital Investment Advisors
Kansas
$39K – – –
AC
1229
Avestar Capital
New York
$37K -$25.2K -312 -39%
KF
1230
Krilogy Financial
Missouri
$37K +$37.8K +468 New
JGIA
1231
Jackson Grant Investment Advisers
Connecticut
$36K – – –
MIFH
1232
Migdal Insurance & Financial Holdings
Israel
$35K -$4.61K -57 -12%
HCM
1233
Hilton Capital Management
New York
$35K – – –
LWM
1234
Lenox Wealth Management
Ohio
$35K – – –
FC
1235
Ferris Capital
Massachusetts
$34K -$890 -11 -3%
FPS
1236
Fieldpoint Private Securities
Connecticut
$33K – – –
HT
1237
Heritage Trust
Oklahoma
$33K – – –
FGAM
1238
Financial Gravity Asset Management
Texas
$33K +$323 +4 +1%
WC
1239
Whitney & Co
New York
$33K +$7.36K +91 +30%
CTB
1240
Country Trust Bank
Illinois
$33K +$19.7K +244 +148%
SWM
1241
Selective Wealth Management
Virginia
$33K +$33.1K +409 New
BDWM
1242
Brewin Dolphin Wealth Management
Ireland
$32K – – –
IGGA
1243
Iron Gate Global Advisors
Utah
$30K +$81 +1 +0.3%
AI
1244
ArchPoint Investors
Florida
$29K – – –
BWA
1245
Burt Wealth Advisors
Maryland
$29K – – –
TWA
1246
TCI Wealth Advisors
Arizona
$29K – – –
TIM
1247
Tortoise Investment Management
New York
$28K – – –
GWS
1248
Glassman Wealth Services
Virginia
$27K – – –
GSC
1249
G&S Capital
Colorado
$27K – – –
HSA
1250
Hussman Strategic Advisors
Maryland
$27K – – –