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Duke Energy

Name Holding Trade Value Shares
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Stake
CA
1351
Centerpoint Advisors
Massachusetts
$59K – – –
LF
1352
Lee Financial
Texas
$58K – – –
SMFS
1353
Squar Milner Financial Services
California
$58K – – –
EWM
1354
Executive Wealth Management
Michigan
$56K +$1.41K +16 +3%
Simon Quick Advisors
1355
Simon Quick Advisors
New Jersey
$55K -$14.8K -168 -21%
PO
1356
Private Ocean
California
$54K – – –
MCM
1357
MV Capital Management
Maryland
$53K -$262K -2,973 -84%
FC
1358
Ferris Capital
Massachusetts
$53K – – –
VNA
1359
Valley National Advisers
Pennsylvania
$52K -$257K -2,914 -83%
SBL
1360
Sargent Bickham Lagudis
Colorado
$52K -$10.1K -114 -17%
IC
1361
Inscription Capital
Texas
$52K – – –
APSP
1362
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K +$529 +6 +1%
BC
1363
Barnett & Company
Tennessee
$51K +$5.64K +64 +13%
Centersquare Investment Management
1364
Centersquare Investment Management
Pennsylvania
$50K -$71.4K -810 -59%
CIA
1365
Cascade Investment Advisors
Oregon
$48.1K – – –
BWM
1366
BerganKDV Wealth Management
Minnesota
$48K – – –
Van Lanschot Kempen Investment Management
1367
Van Lanschot Kempen Investment Management
Netherlands
$48K +$12.1K +137 +34%
SA
1368
SRH Advisors
Kansas
$46K – – –
Compagnie Lombard Odier SCmA
1369
Compagnie Lombard Odier SCmA
Switzerland
$45K -$17.5K -199 -29%
VCM
1370
Vigilant Capital Management
Maine
$45K – – –
Altshuler Shaham
1371
Altshuler Shaham
Israel
$43K +$14.9K +169 +55%
TCI Wealth Advisors
1372
TCI Wealth Advisors
Arizona
$42K +$9.61K +109 +30%
Brinker Capital Investments
1373
Brinker Capital Investments
Pennsylvania
$42K +$26.5K +301 +185%
AC
1374
Avestar Capital
New York
$41K – – –
JGIA
1375
Jackson Grant Investment Advisers
Connecticut
$40K – – –