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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AWMF
1301
Arbor Wealth Management (Florida)
Florida
$123K +$11.9K +135 +11%
AA
1302
AlphaMark Advisors
Kentucky
$122K – – –
ATC
1303
Adirondack Trust Company
New York
$122K +$5.29K +60 +5%
Atwood & Palmer
1304
Atwood & Palmer
Missouri
$121K -$4.41K -50 -4%
NIM
1305
NuWave Investment Management
New Jersey
$119K -$257K -2,916 -69%
Perkins Coie Trust Company
1306
Perkins Coie Trust Company
Washington
$119K – – –
AWM
1307
AllSquare Wealth Management
New York
$116K – – –
Pathstone Family Office
1308
Pathstone Family Office
New Jersey
$115K +$113K +1,280 New
Baystate Wealth Management
1309
Baystate Wealth Management
Massachusetts
$111K -$1.32K -15 -1%
RBC Europe
1310
RBC Europe
United Kingdom
$110K – – –
Howe & Rusling
1311
Howe & Rusling
New York
$109K -$109K -1,231 -50%
CWA
1312
Clarus Wealth Advisors
Arizona
$99K +$970 +11 +1%
LPWM
1313
Lake Point Wealth Management
Texas
$98K -$630K -7,140 -87%
Mondrian Investment Partners
1314
Mondrian Investment Partners
United Kingdom
$98K – – –
PCMK
1315
Paragon Capital Management (Kansas)
Kansas
$96K +$93.8K +1,064 New
Reilly Financial Advisors
1316
Reilly Financial Advisors
California
$95K -$64.9K -736 -41%
NPP
1317
New Potomac Partners
Maryland
$95K – – –
Migdal Insurance & Financial Holdings
1318
Migdal Insurance & Financial Holdings
Israel
$94K +$58.5K +664 +174%
SPL
1319
Smart Portfolios LLC
Washington
$93K – – –
BAMG
1320
Brand Asset Management Group
Missouri
$91K +$82.4K +935 +1,199%
Advisornet Financial
1321
Advisornet Financial
Minnesota
$89K +$17.5K +198 +25%
KPW
1322
Kore Private Wealth
New York
$88K +$86.4K +980 New
Sonora Investment Management
1323
Sonora Investment Management
Arizona
$86K -$2.82K -32 -3%
IRC
1324
Investors Research Corp
Georgia
$82K +$80.8K +916 New
WCM
1325
WealthBridge Capital Management
Ohio
$81K +$617 +7 +0.8%