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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OFW
1301
Omnia Family Wealth
Florida
$20K +$12.5K +143 +151%
MCM
1302
Monument Capital Management
Virginia
$20K +$21.1K +242 New
RIA
1303
RPG Investment Advisory
California
$19K – – –
HFP
1304
Holistic Financial Partners
Indiana
$19K +$19.4K +222 New
TC
1305
Trust Company
Kansas
$18K – – –
AS
1306
Altshuler Shaham
Israel
$18K +$19K +217 New
RWG
1307
Regal Wealth Group
California
$16K – – –
SPI
1308
Santori & Peters Inc
Pennsylvania
$16K +$19.4K +222 New
GWA
1309
Guidant Wealth Advisors
Illinois
$15K – – –
CTB
1310
Country Trust Bank
Illinois
$14K – – –
AFNAS
1311
American Financial Network Advisory Services
California
$13K – – –
OPWM
1312
Oak Point Wealth Management
Michigan
$13K +$14K +160 New
WOC
1313
West Oak Capital
California
$12.5K – – –
LA
1314
Legacy Advisors
Pennsylvania
$11K -$6.64K -76 -36%
BC
1315
Barnett & Company
Tennessee
$11K – – –
MFBTD
1316
MB Financial Bank - Trust Department
Illinois
$11K – – –
BBA
1317
Braun-Bostich & Associates
Pennsylvania
$11K +$11K +126 New
AFIA
1318
America First Investment Advisors
Nebraska
$11K +$11.6K +133 New
SMG
1319
Spectrum Management Group
Indiana
$10K -$58.2K -666 -85%
WCM
1320
Wealthcare Capital Management
Virginia
$10K – – –
1832 Asset Management
1321
1832 Asset Management
Ontario, Canada
$8K -$359K -4,109 -98%
ACM
1322
AUA Capital Management
Pennsylvania
$8K – – –
MIM
1323
Macroview Investment Management
Maryland
$8K – – –
PA
1324
Perennial Advisors
New York
$8K – – –
RCG
1325
Ruggie Capital Group
Florida
$8K +$8.12K +93 New