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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1251
Catamount Wealth Management
Connecticut
$104K +$4.68K +55 +5%
SIAG
1252
Signet Investment Advisory Group
Rhode Island
$102K +$101K +1,183 New
MWA
1253
Meridian Wealth Advisors
Texas
$99K +$97.6K +1,147 New
OFS
1254
Orrstown Financial Services
Pennsylvania
$98K -$26.3K -309 -21%
GTAM
1255
Global Trust Asset Management
Florida
$97K +$85 +1 +0.1%
AIA
1256
Alera Investment Advisors
Illinois
$96K +$94.9K +1,115 New
PVH
1257
Psagot Value Holdings
Israel
$94K -$51.5K -605 -36%
CWA
1258
Clarus Wealth Advisors
Arizona
$94K +$9.19K +108 +11%
MIP
1259
Mondrian Investment Partners
United Kingdom
$94K +$44.1K +518 +90%
NPP
1260
New Potomac Partners
Maryland
$91K
FMT
1261
First Mercantile Trust
Tennessee
$91K +$36.6K +430 +69%
Loomis, Sayles & Company
1262
Loomis, Sayles & Company
Massachusetts
$89K -$147K -1,731 -63%
SPL
1263
Smart Portfolios LLC
Washington
$89K
SIM
1264
Sonora Investment Management
Arizona
$85K -$44K -517 -34%
FGC
1265
Financial Gravity Companies
Texas
$80K +$77.3K +908 New
WCM
1266
WealthBridge Capital Management
Ohio
$80K +$78.8K +926 New
ECM
1267
EII Capital Management
New York
$78K
LC
1268
Lindbrook Capital
California
$76K +$75.2K +884 New
FMTCOCP
1269
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73K
GAM
1270
Gemmer Asset Management
California
$72K -$15.2K -178 -18%
CWM
1271
Cranbrook Wealth Management
Michigan
$72K
BCA
1272
Berman Capital Advisors
Georgia
$70K +$70K +822 New
CAM
1273
Cresset Asset Management
Illinois
$69K +$68.3K +803 New
AF
1274
Advisornet Financial
Minnesota
$68K +$4.43K +52 +7%
VC
1275
Vestor Capital
Illinois
$68K +$24.3K +286 +57%