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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BRC
1251
Bell Rock Capital
Delaware
$111K -$44.8K -526 -29%
AWM
1252
AllSquare Wealth Management
New York
$111K -$25.5K -300 -19%
ATC
1253
Adirondack Trust Company
New York
$111K +$6.72K +79 +7%
TFA
1254
Toth Financial Advisory
Virginia
$109K +$851 +10 +0.8%
BWM
1255
Baystate Wealth Management
Massachusetts
$108K +$85 +1 +0.1%
AWMF
1256
Arbor Wealth Management (Florida)
Florida
$106K +$105K +1,232 New
RE
1257
RBC Europe
United Kingdom
$106K – – –
AIM
1258
Advantage Investment Management
Iowa
$105K -$5.11K -60 -5%
CWM
1259
Catamount Wealth Management
Connecticut
$104K +$4.68K +55 +5%
SIAG
1260
Signet Investment Advisory Group
Rhode Island
$102K +$101K +1,183 New
MWA
1261
Meridian Wealth Advisors
Texas
$99K +$97.6K +1,147 New
OFS
1262
Orrstown Financial Services
Pennsylvania
$98K -$26.3K -309 -21%
GTAM
1263
Global Trust Asset Management
Florida
$97K +$85 +1 +0.1%
AIA
1264
Alera Investment Advisors
Illinois
$96K +$94.9K +1,115 New
PVH
1265
Psagot Value Holdings
Israel
$94K -$51.5K -605 -36%
CWA
1266
Clarus Wealth Advisors
Arizona
$94K +$9.19K +108 +11%
MIP
1267
Mondrian Investment Partners
United Kingdom
$94K +$44.1K +518 +90%
NPP
1268
New Potomac Partners
Maryland
$91K – – –
FMT
1269
First Mercantile Trust
Tennessee
$91K +$36.6K +430 +69%
Loomis, Sayles & Company
1270
Loomis, Sayles & Company
Massachusetts
$89K -$147K -1,731 -63%
SPL
1271
Smart Portfolios LLC
Washington
$89K – – –
SIM
1272
Sonora Investment Management
Arizona
$85K -$44K -517 -34%
FGC
1273
Financial Gravity Companies
Texas
$80K +$77.3K +908 New
WCM
1274
WealthBridge Capital Management
Ohio
$80K +$78.8K +926 New
ECM
1275
EII Capital Management
New York
$78K – – –