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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IF
1301
Ironwood Financial
Arizona
$5K +$5.34K +66 New
NIM
1302
NuWave Investment Management
New Jersey
$4K -$11.6K -143 -73%
RA
1303
Rational Advisors
New York
$4K -$11.6K -143 -73%
OFW
1304
Omnia Family Wealth
Florida
$4K – – –
SQA
1305
Simon Quick Advisors
New Jersey
$4K – – –
NWM
1306
Northwest Wealth Management
Iowa
$4K +$81 +1 +2%
NCM
1307
New Capital Management
Texas
$4K +$3.56K +44 New
RIA
1308
RPG Investment Advisory
California
$4K +$3.8K +47 New
BSG
1309
Black Swift Group
Colorado
$4K +$3.96K +49 New
CIA
1310
CSat Investment Advisory
Michigan
$3K -$162 -2 -4%
BWP
1311
Baldwin Wealth Partners
Massachusetts
$3K – – –
SFG
1312
SevenBridge Financial Group
Pennsylvania
$3K – – –
SGAM
1313
Smith Group Asset Management
Texas
$3K – – –
TCA
1314
Tortoise Capital Advisors
Kansas
$3K – – –
WPW
1315
Winthrop Partners - WNY
New York
$2.64K – – –
CAGAS
1316
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
TFA
1317
Transamerica Financial Advisors
Florida
$2K – – –
Financial Engines Advisors
1318
Financial Engines Advisors
California
$1K -$21.5K -266 -95%
MUS
1319
Mitsubishi UFJ Securities
Japan
$1K – – –
CAM
1320
ClariVest Asset Management
California
$1K +$647 +8 New
Balyasny Asset Management
1321
Balyasny Asset Management
Illinois
– -$84.4M -1,067,591 Closed
PC
1322
PointState Capital
New York
– -$49.7M -628,818 Closed
Squarepoint
1323
Squarepoint
New York
– -$27.7M -350,290 Closed
CGM
1324
Centenus Global Management
New York
– -$23.7M -300,000 Closed
Royal London Asset Management
1325
Royal London Asset Management
United Kingdom
– -$23M -290,394 Closed