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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OFW
1301
Omnia Family Wealth
Florida
$4K
SQA
1302
Simon Quick Advisors
New Jersey
$4K
NWM
1303
Northwest Wealth Management
Iowa
$4K +$81 +1 +2%
NCM
1304
New Capital Management
Texas
$4K +$3.56K +44 New
RIA
1305
RPG Investment Advisory
California
$4K +$3.8K +47 New
BSG
1306
Black Swift Group
Colorado
$4K +$3.96K +49 New
CIA
1307
CSat Investment Advisory
Michigan
$3K -$162 -2 -4%
BWP
1308
Baldwin Wealth Partners
Massachusetts
$3K
SFG
1309
SevenBridge Financial Group
Pennsylvania
$3K
SGAM
1310
Smith Group Asset Management
Texas
$3K
TCA
1311
Tortoise Capital Advisors
Kansas
$3K
WPW
1312
Winthrop Partners - WNY
New York
$2.64K
CAGAS
1313
Capital Advisory Group Advisory Services
Minnesota
$2K
TFA
1314
Transamerica Financial Advisors
Florida
$2K
Financial Engines Advisors
1315
Financial Engines Advisors
California
$1K -$21.5K -266 -95%
MUS
1316
Mitsubishi UFJ Securities
Japan
$1K
CAM
1317
ClariVest Asset Management
California
$1K +$647 +8 New
FRA
1318
Front Row Advisors
California
$531
WG
1319
Welch Group
Alabama
$492
WKWM
1320
Walter & Keenan Wealth Management
Indiana
$245
CF
1321
Centaurus Financial
California
$163 -$540K -6,679 -100%
Balyasny Asset Management
1322
Balyasny Asset Management
Illinois
-$84.4M -1,067,591 Closed
PC
1323
PointState Capital
New York
-$49.7M -628,818 Closed
Squarepoint
1324
Squarepoint
New York
-$27.7M -350,290 Closed
CGM
1325
Centenus Global Management
New York
-$23.7M -300,000 Closed