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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
1376
Fieldpoint Private Securities
Connecticut
$37K
BDWM
1377
Brewin Dolphin Wealth Management
Ireland
$36K
LWM
1378
Lenox Wealth Management
Ohio
$36K
KFS
1379
Kelly Financial Services
Massachusetts
$34K +$33.3K +378 New
FWM
1380
Focused Wealth Management
New York
$33K -$3.79K -43 -11%
AI
1381
ArchPoint Investors
Florida
$32K
AP
1382
Arlington Partners
Alabama
$30K
GSC
1383
G&S Capital
Colorado
$30K
PCA
1384
Peddock Capital Advisors
Massachusetts
$30K
TA
1385
Thor Advisors
New York
$30K +$29.7K +337 New
WB
1386
Webster Bank
Connecticut
$29K
MWM
1387
Mascoma Wealth Management
New Hampshire
$29K +$2.65K +30 +10%
PCP
1388
Proficio Capital Partners
Massachusetts
$28K -$11.2K -127 -29%
JWM
1389
Janiczek Wealth Management
Colorado
$28K
TFO
1390
Tarbox Family Office
California
$28K
BL
1391
Balentine LLC
Georgia
$27K
BWA
1392
Burt Wealth Advisors
Maryland
$27K
HCM
1393
Highlander Capital Management
New Jersey
$27K
HGWM
1394
Harvest Group Wealth Management
Massachusetts
$26K +$25.5K +289 New
SL
1395
Salomon & Ludwin
Virginia
$25K -$44.5K -505 -64%
LYV
1396
Live Your Vision
Pennsylvania
$25K
CH
1397
Canton Hathaway
Rhode Island
$25K +$25.3K +287 New
RA
1398
Rational Advisors
New York
$24K -$3.28M -37,153 -99%
SIA
1399
SeaBridge Investment Advisors
New Jersey
$24K
AIA
1400
Alera Investment Advisors
Illinois
$23K -$76.2K -864 -77%