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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1301
NuWave Investment Management
New Jersey
$119K -$257K -2,916 -69%
PCTC
1302
Perkins Coie Trust Company
Washington
$119K
AWM
1303
AllSquare Wealth Management
New York
$116K
PFO
1304
Pathstone Family Office
New Jersey
$115K +$113K +1,280 New
BWM
1305
Baystate Wealth Management
Massachusetts
$111K -$1.32K -15 -1%
RE
1306
RBC Europe
United Kingdom
$110K
HR
1307
Howe & Rusling
New York
$109K -$109K -1,231 -50%
CWA
1308
Clarus Wealth Advisors
Arizona
$99K +$970 +11 +1%
LPWM
1309
Lake Point Wealth Management
Texas
$98K -$630K -7,140 -87%
MIP
1310
Mondrian Investment Partners
United Kingdom
$98K
PCMK
1311
Paragon Capital Management (Kansas)
Kansas
$96K +$93.8K +1,064 New
RFA
1312
Reilly Financial Advisors
California
$95K -$64.9K -736 -41%
NPP
1313
New Potomac Partners
Maryland
$95K
MIFH
1314
Migdal Insurance & Financial Holdings
Israel
$94K +$58.5K +664 +174%
SPL
1315
Smart Portfolios LLC
Washington
$93K
BAMG
1316
Brand Asset Management Group
Missouri
$91K +$82.4K +935 +1,199%
AF
1317
Advisornet Financial
Minnesota
$89K +$17.5K +198 +25%
KPW
1318
Kore Private Wealth
New York
$88K +$86.4K +980 New
SIM
1319
Sonora Investment Management
Arizona
$86K -$2.82K -32 -3%
IRC
1320
Investors Research Corp
Georgia
$82K +$80.8K +916 New
WCM
1321
WealthBridge Capital Management
Ohio
$81K +$617 +7 +0.8%
PFGIA
1322
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$37.3K +423 +91%
AIM
1323
Advantage Investment Management
Iowa
$79K -$30.2K -343 -28%
LC
1324
Lindbrook Capital
California
$79K
Marshall Wace
1325
Marshall Wace
United Kingdom
$79K +$77.4K +878 New