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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1326
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$37.3K +423 +91%
AIM
1327
Advantage Investment Management
Iowa
$79K -$30.2K -343 -28%
LC
1328
Lindbrook Capital
California
$79K – – –
Marshall Wace
1329
Marshall Wace
United Kingdom
$79K +$77.4K +878 New
FGAM
1330
Financial Gravity Asset Management
Texas
$79K +$77.9K +883 New
WCG
1331
Weaver Consulting Group
California
$77K +$78.8K +894 New
FMTCOCP
1332
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K – – –
CWM
1333
Cranbrook Wealth Management
Michigan
$75K – – –
GAM
1334
Gemmer Asset Management
California
$75K – – –
Allworth Financial
1335
Allworth Financial
California
$75K +$21.8K +247 +43%
OneDigital Investment Advisors
1336
OneDigital Investment Advisors
Kansas
$75K +$38.6K +438 +112%
GTAM
1337
Global Trust Asset Management
Florida
$72K -$28.7K -325 -29%
HI
1338
Human Investing
Oregon
$71K – – –
BCA
1339
Berman Capital Advisors
Georgia
$69K -$4.58K -52 -6%
BRC
1340
Bell Rock Capital
Delaware
$68K -$46.6K -529 -41%
GSWM
1341
Golden State Wealth Management
California
$68K +$66.6K +755 New
WC
1342
Whitnell & Co
Illinois
$67K – – –
CX Institutional
1343
CX Institutional
Indiana
$67K +$12.3K +139 +23%
AWM
1344
Aevitas Wealth Management
Massachusetts
$63K +$176 +2 +0.3%
TIM
1345
Tortoise Investment Management
New York
$61K – – –
Edmond de Rothschild Holding
1346
Edmond de Rothschild Holding
Switzerland
$60K -$115K -1,306 -66%
Loring Wolcott & Coolidge Fiduciary Advisors
1347
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K – – –
MWC
1348
MKD Wealth Coaches
Michigan
$60K – – –
SIAS
1349
Shine Investment Advisory Services
Colorado
$60K – – –
EWM
1350
Edge Wealth Management
New York
$60K +$265 +3 +0.4%