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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1376
Lee Financial
Texas
$62K – – –
Simon Quick Advisors
1377
Simon Quick Advisors
New Jersey
$60K – – –
MCM
1378
MV Capital Management
Maryland
$60K +$3.46K +38 +7%
APSP
1379
Asset Planning Services (Pennsylvania)
Pennsylvania
$57K +$546 +6 +1%
FPS
1380
Fieldpoint Private Securities
Connecticut
$56K +$3.19K +35 +6%
Centersquare Investment Management
1381
Centersquare Investment Management
Pennsylvania
$54K – – –
VNA
1382
Valley National Advisers
Pennsylvania
$54K +$91 +1 +0.2%
PO
1383
Private Ocean
California
$53K -$1.82K -20 -4%
CIA
1384
Cascade Investment Advisors
Oregon
$51.3K – – –
TCM
1385
TD Capital Management
Tennessee
$51K – – –
SA
1386
SRH Advisors
Kansas
$49K – – –
AIM
1387
Arcadia Investment Management
Michigan
$45K – – –
QAM
1388
QCI Asset Management
New York
$44K -$14.5M -159,267 -100%
TFO
1389
Tarbox Family Office
California
$44K – – –
JGIA
1390
Jackson Grant Investment Advisers
Connecticut
$43K – – –
Balentine LLC
1391
Balentine LLC
Georgia
$43K +$5.82K +64 +17%
HCM
1392
Hilton Capital Management
New York
$42K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K – – –
Capital Analysts LLC
1394
Capital Analysts LLC
Pennsylvania
$41K +$39.4K +433 New
Larson Financial Group
1395
Larson Financial Group
Missouri
$40K – – –
WCG
1396
Weaver Consulting Group
California
$40K – – –
BWA
1397
Burt Wealth Advisors
Maryland
$39K +$9.1K +100 +33%
BDWM
1398
Brewin Dolphin Wealth Management
Ireland
$38.3K – – –
NIC
1399
Northwest Investment Counselors
Oregon
$38K +$36.1K +397 New
KFS
1400
Kelly Financial Services
Massachusetts
$36.7K +$182 +2 +0.5%