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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1301
CX Institutional
Indiana
$52K +$2.55K +30 +5%
EWM
1302
Executive Wealth Management
Michigan
$52K +$51.7K +607 New
FC
1303
Ferris Capital
Massachusetts
$51K +$14.5K +170 +40%
AF
1304
Allworth Financial
California
$50K -$3.58K -42 -7%
APSP
1305
Asset Planning Services (Pennsylvania)
Pennsylvania
$50K +$426 +5 +0.9%
IC
1306
Inscription Capital
Texas
$49K +$48.8K +573 New
Capstone Investment Advisors
1307
Capstone Investment Advisors
New York
$47K -$867K -10,190 -95%
CIA
1308
Cascade Investment Advisors
Oregon
$46.2K -$4.26K -50 -9%
BWM
1309
BerganKDV Wealth Management
Minnesota
$46K -$29.1K -342 -39%
SA
1310
SRH Advisors
Kansas
$44K – – –
BC
1311
Barnett & Company
Tennessee
$43K – – –
WANY
1312
Wealthspire Advisors (New York)
New York
$43K +$42.3K +497 New
VCM
1313
Vigilant Capital Management
Maine
$43K +$42.8K +503 New
PFGIA
1314
Patriot Financial Group Insurance Agency
Massachusetts
$40K -$4K -47 -9%
AC
1315
Avestar Capital
New York
$40K +$85 +1 +0.2%
JGIA
1316
Jackson Grant Investment Advisers
Connecticut
$39K – – –
PCP
1317
Proficio Capital Partners
Massachusetts
$38K +$14K +164 +59%
HCM
1318
Hilton Capital Management
New York
$37K – – –
FWM
1319
Focused Wealth Management
New York
$35K -$11.4K -134 -25%
LWM
1320
Lenox Wealth Management
Ohio
$35K -$2.64K -31 -7%
FPS
1321
Fieldpoint Private Securities
Connecticut
$35K – – –
BDWM
1322
Brewin Dolphin Wealth Management
Ireland
$34.5K – – –
OIA
1323
OneDigital Investment Advisors
Kansas
$34K -$8.51K -100 -20%
VLKIM
1324
Van Lanschot Kempen Investment Management
Netherlands
$34K +$33.9K +398 New
MIFH
1325
Migdal Insurance & Financial Holdings
Israel
$33K -$4.43K -52 -12%