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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1376
Glassman Wealth Services
Virginia
$40K +$10.3K +117 +35%
HCM
1377
Hilton Capital Management
New York
$39K – – –
JIP
1378
JBJ Investment Partners
South Carolina
$39K +$38.1K +432 New
RTC
1379
Riverview Trust Company
Washington
$39K +$38.3K +434 New
FPS
1380
Fieldpoint Private Securities
Connecticut
$37K – – –
BDWM
1381
Brewin Dolphin Wealth Management
Ireland
$36K – – –
LWM
1382
Lenox Wealth Management
Ohio
$36K – – –
KFS
1383
Kelly Financial Services
Massachusetts
$34K +$33.3K +378 New
FWM
1384
Focused Wealth Management
New York
$33K -$3.79K -43 -11%
AI
1385
ArchPoint Investors
Florida
$32K – – –
AP
1386
Arlington Partners
Alabama
$30K – – –
GSC
1387
G&S Capital
Colorado
$30K – – –
PCA
1388
Peddock Capital Advisors
Massachusetts
$30K – – –
TA
1389
Thor Advisors
New York
$30K +$29.7K +337 New
WB
1390
Webster Bank
Connecticut
$29K – – –
MWM
1391
Mascoma Wealth Management
New Hampshire
$29K +$2.65K +30 +10%
PCP
1392
Proficio Capital Partners
Massachusetts
$28K -$11.2K -127 -29%
JWM
1393
Janiczek Wealth Management
Colorado
$28K – – –
TFO
1394
Tarbox Family Office
California
$28K – – –
Balentine LLC
1395
Balentine LLC
Georgia
$27K – – –
BWA
1396
Burt Wealth Advisors
Maryland
$27K – – –
HCM
1397
Highlander Capital Management
New Jersey
$27K – – –
HGWM
1398
Harvest Group Wealth Management
Massachusetts
$26K +$25.5K +289 New
SL
1399
Salomon & Ludwin
Virginia
$25K -$44.5K -505 -64%
LYV
1400
Live Your Vision
Pennsylvania
$25K – – –