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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1276
Simon Quick Advisors
New Jersey
$68K +$63K +740 +1,682%
HI
1277
Human Investing
Oregon
$68K +$67K +787 New
SL
1278
Salomon & Ludwin
Virginia
$68K +$67.1K +788 New
WC
1279
Whitnell & Co
Illinois
$65K
AWM
1280
Aevitas Wealth Management
Massachusetts
$61K +$170 +2 +0.3%
CLOS
1281
Compagnie Lombard Odier SCmA
Switzerland
$60K
SBL
1282
Sargent Bickham Lagudis
Colorado
$59K +$340 +4 +0.6%
TIM
1283
Tortoise Investment Management
New York
$59K +$28.4K +334 +96%
WIM
1284
Westside Investment Management
California
$58.1K -$6.38K -75 -10%
SIAS
1285
Shine Investment Advisory Services
Colorado
$58K
EWM
1286
Edge Wealth Management
New York
$58K +$255 +3 +0.5%
LWCFA
1287
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K
MWC
1288
MKD Wealth Coaches
Michigan
$57K +$56.7K +666 New
CA
1289
Centerpoint Advisors
Massachusetts
$56K
SMFS
1290
Squar Milner Financial Services
California
$56K
LF
1291
Lee Financial
Texas
$55K
PO
1292
Private Ocean
California
$52K
CI
1293
CX Institutional
Indiana
$52K +$2.55K +30 +5%
EWM
1294
Executive Wealth Management
Michigan
$52K +$51.7K +607 New
FC
1295
Ferris Capital
Massachusetts
$51K +$14.5K +170 +40%
AF
1296
Allworth Financial
California
$50K -$3.58K -42 -7%
APSP
1297
Asset Planning Services (Pennsylvania)
Pennsylvania
$50K +$426 +5 +0.9%
IC
1298
Inscription Capital
Texas
$49K +$48.8K +573 New
Capstone Investment Advisors
1299
Capstone Investment Advisors
New York
$47K -$867K -10,190 -95%
CIA
1300
Cascade Investment Advisors
Oregon
$46.2K -$4.26K -50 -9%