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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
1351
Fieldpoint Private Securities
Connecticut
$48K +$12.3K +139 +34%
CIA
1352
Cascade Investment Advisors
Oregon
$47.2K – – –
TCM
1353
TD Capital Management
Tennessee
$47K +$47.2K +534 New
SA
1354
SRH Advisors
Kansas
$45K – – –
CLOS
1355
Compagnie Lombard Odier SCmA
Switzerland
$44K – – –
VCM
1356
Vigilant Capital Management
Maine
$44K – – –
MS
1357
Mizuho Securities
Japan
$44K +$44.2K +500 New
PCP
1358
Proficio Capital Partners
Massachusetts
$42K +$14.4K +163 +52%
CFA
1359
Camarda Financial Advisors
Florida
$41K -$165K -1,871 -80%
AIM
1360
Arcadia Investment Management
Michigan
$41K +$41.2K +466 New
WCG
1361
Weaver Consulting Group
California
$40K -$39K -441 -49%
GWS
1362
Glassman Wealth Services
Virginia
$40K – – –
JGIA
1363
Jackson Grant Investment Advisers
Connecticut
$40K – – –
TFO
1364
Tarbox Family Office
California
$40K +$12.8K +145 +46%
LWCFA
1365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K -$20.3K -230 -35%
BCI
1366
Brinker Capital Investments
Pennsylvania
$38K -$2.92K -33 -7%
HCM
1367
Hilton Capital Management
New York
$38K – – –
LFG
1368
Larson Financial Group
Missouri
$37K +$14.8K +167 +65%
TWA
1369
TCI Wealth Advisors
Arizona
$36K -$5.39K -61 -13%
BDWM
1370
Brewin Dolphin Wealth Management
Ireland
$35.3K – – –
EI
1371
Ellevest Inc
New York
$35K +$27.2K +308 +335%
BL
1372
Balentine LLC
Georgia
$34K +$7.25K +82 +27%
RWA
1373
Redhawk Wealth Advisors
Minnesota
$34K +$33.9K +383 New
KFS
1374
Kelly Financial Services
Massachusetts
$33.6K +$265 +3 +0.8%
AI
1375
ArchPoint Investors
Florida
$32K – – –
53 54
55
56 57