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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1251
Allworth Financial
California
$46K – – –
MIP
1252
Mondrian Investment Partners
United Kingdom
$45K -$43.8K -569 -50%
APSP
1253
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K +$538 +7 +1%
EAM
1254
Exane Asset Management
France
$44.5K +$43.3K +563 New
BWM
1255
BerganKDV Wealth Management
Minnesota
$42K +$41.1K +535 New
SA
1256
SRH Advisors
Kansas
$40K – – –
AWM
1257
Aevitas Wealth Management
Massachusetts
$40K +$38.5K +500 New
OIA
1258
OneDigital Investment Advisors
Kansas
$39K -$7.69K -100 -17%
MIFH
1259
Migdal Insurance & Financial Holdings
Israel
$39K -$2.62K -34 -6%
LF
1260
Lee Financial
Texas
$39K +$769 +10 +2%
BA
1261
Ballew Advisors
Mississippi
$38K – – –
JGIA
1262
Jackson Grant Investment Advisers
Connecticut
$36K – – –
FC
1263
Ferris Capital
Massachusetts
$34K – – –
LWM
1264
Lenox Wealth Management
Ohio
$34K – – –
HCM
1265
Hilton Capital Management
New York
$34K +$33.3K +433 New
HT
1266
Heritage Trust
Oklahoma
$33K – – –
FPS
1267
Fieldpoint Private Securities
Connecticut
$32K – – –
HIIFS
1268
Harel Insurance Investments & Financial Services
Israel
$32K +$31.5K +409 New
BDWM
1269
Brewin Dolphin Wealth Management
Ireland
$31.6K – – –
FGAM
1270
Financial Gravity Asset Management
Texas
$31K -$31.2K -406 -51%
TWA
1271
TCI Wealth Advisors
Arizona
$29K -$1.69K -22 -6%
AS
1272
Altshuler Shaham
Israel
$29K -$1.31K -17 -4%
BWA
1273
Burt Wealth Advisors
Maryland
$29K – – –
AI
1274
ArchPoint Investors
Florida
$28K – – –
PCFFS
1275
Pacific Center for Financial Services
California
$28K – – –
49 50
51
52 53