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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1251
Exane Asset Management
France
$44.5K +$43.3K +563 New
BWM
1252
BerganKDV Wealth Management
Minnesota
$42K +$41.1K +535 New
SA
1253
SRH Advisors
Kansas
$40K – – –
AWM
1254
Aevitas Wealth Management
Massachusetts
$40K +$38.5K +500 New
OIA
1255
OneDigital Investment Advisors
Kansas
$39K -$7.69K -100 -17%
MIFH
1256
Migdal Insurance & Financial Holdings
Israel
$39K -$2.62K -34 -6%
LF
1257
Lee Financial
Texas
$39K +$769 +10 +2%
BA
1258
Ballew Advisors
Mississippi
$38K – – –
JGIA
1259
Jackson Grant Investment Advisers
Connecticut
$36K – – –
FC
1260
Ferris Capital
Massachusetts
$34K – – –
LWM
1261
Lenox Wealth Management
Ohio
$34K – – –
HCM
1262
Hilton Capital Management
New York
$34K +$33.3K +433 New
HT
1263
Heritage Trust
Oklahoma
$33K – – –
FPS
1264
Fieldpoint Private Securities
Connecticut
$32K – – –
HIIFS
1265
Harel Insurance Investments & Financial Services
Israel
$32K +$31.5K +409 New
BDWM
1266
Brewin Dolphin Wealth Management
Ireland
$31.6K – – –
FGAM
1267
Financial Gravity Asset Management
Texas
$31K -$31.2K -406 -51%
TWA
1268
TCI Wealth Advisors
Arizona
$29K -$1.69K -22 -6%
AS
1269
Altshuler Shaham
Israel
$29K -$1.31K -17 -4%
BWA
1270
Burt Wealth Advisors
Maryland
$29K – – –
AI
1271
ArchPoint Investors
Florida
$28K – – –
PCFFS
1272
Pacific Center for Financial Services
California
$28K – – –
TIM
1273
Tortoise Investment Management
New York
$28K – – –
ME
1274
McIlrath & Eck
Washington
$28K +$1.23K +16 +5%
CPA
1275
Clear Perspective Advisors
Illinois
$27K -$25K -325 -49%
49 50
51
52 53