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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1301
BerganKDV Wealth Management
Minnesota
$46K -$29.1K -342 -39%
SA
1302
SRH Advisors
Kansas
$44K
BC
1303
Barnett & Company
Tennessee
$43K
WANY
1304
Wealthspire Advisors (New York)
New York
$43K +$42.3K +497 New
VCM
1305
Vigilant Capital Management
Maine
$43K +$42.8K +503 New
PFGIA
1306
Patriot Financial Group Insurance Agency
Massachusetts
$40K -$4K -47 -9%
AC
1307
Avestar Capital
New York
$40K +$85 +1 +0.2%
JGIA
1308
Jackson Grant Investment Advisers
Connecticut
$39K
PCP
1309
Proficio Capital Partners
Massachusetts
$38K +$14K +164 +59%
HCM
1310
Hilton Capital Management
New York
$37K
FWM
1311
Focused Wealth Management
New York
$35K -$11.4K -134 -25%
LWM
1312
Lenox Wealth Management
Ohio
$35K -$2.64K -31 -7%
FPS
1313
Fieldpoint Private Securities
Connecticut
$35K
BDWM
1314
Brewin Dolphin Wealth Management
Ireland
$34.5K
OIA
1315
OneDigital Investment Advisors
Kansas
$34K -$8.51K -100 -20%
VLKIM
1316
Van Lanschot Kempen Investment Management
Netherlands
$34K +$33.9K +398 New
MIFH
1317
Migdal Insurance & Financial Holdings
Israel
$33K -$4.43K -52 -12%
HT
1318
Heritage Trust
Oklahoma
$33K -$2.81K -33 -8%
AAMU
1319
Amundi Asset Management US
Massachusetts
$32.2K -$2.94M -34,553 -8%
AI
1320
ArchPoint Investors
Florida
$31K
TWA
1321
TCI Wealth Advisors
Arizona
$31K +$85 +1 +0.3%
AP
1322
Arlington Partners
Alabama
$29K -$47.8K -561 -63%
GWS
1323
Glassman Wealth Services
Virginia
$29K
GSC
1324
G&S Capital
Colorado
$29K
HSA
1325
Hussman Strategic Advisors
Maryland
$29K