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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1301
Clarus Wealth Advisors
Arizona
$106K +$9.46K +107 +10%
PFO
1302
Pathstone Family Office
New Jersey
$104K -$8.57K -97 -8%
AIM
1303
Advantage Investment Management
Iowa
$104K +$26.5K +300 +34%
HR
1304
Howe & Rusling
New York
$103K -$4.77K -54 -4%
CIA
1305
CSat Investment Advisory
Michigan
$102K +$98K +1,109 +2,263%
OFS
1306
Orrstown Financial Services
Pennsylvania
$100K -$28K -317 -22%
LPWM
1307
Lake Point Wealth Management
Texas
$98K – – –
AJ
1308
Ashburton (Jersey)
Jersey
$98K +$98.2K +1,111 New
SBL
1309
Sargent Bickham Lagudis
Colorado
$95K +$44.5K +503 +87%
CCM
1310
Cribstone Capital Management
Maine
$93K -$30.1K -340 -24%
NPP
1311
New Potomac Partners
Maryland
$93K – – –
RFA
1312
Reilly Financial Advisors
California
$93K – – –
PI
1313
PineBridge Investments
New York
$93K +$92.9K +1,051 New
AS
1314
Altshuler Shaham
Israel
$92K +$49.8K +563 +118%
BAMG
1315
Brand Asset Management Group
Missouri
$89K – – –
GTAM
1316
Global Trust Asset Management
Florida
$88K +$1.58M +17,880 +2,246%
BCA
1317
Berman Capital Advisors
Georgia
$87K +$19.6K +222 +29%
IRC
1318
Investors Research Corp
Georgia
$81K – – –
PFGIA
1319
Patriot Financial Group Insurance Agency
Massachusetts
$81K +$2.03K +23 +3%
LC
1320
Lindbrook Capital
California
$78K – – –
MAM
1321
Meeder Asset Management
Ohio
$78K +$78.3K +886 New
EWM
1322
Executive Wealth Management
Michigan
$75K +$19.9K +225 +36%
Parallax Volatility Advisers
1323
Parallax Volatility Advisers
California
$74K -$297K -3,364 -80%
CWM
1324
Cranbrook Wealth Management
Michigan
$74K – – –
FMTCOCP
1325
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$74K – – –