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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1401
Selective Wealth Management
Virginia
$36K +$34.2K +376 New
AI
1402
ArchPoint Investors
Florida
$35K – – –
SL
1403
Salomon & Ludwin
Virginia
$33K – – –
TIM
1404
Tortoise Investment Management
New York
$32K -$31.7K -348 -51%
AP
1405
Arlington Partners
Alabama
$32K – – –
GSC
1406
G&S Capital
Colorado
$32K – – –
HCM
1407
Highlander Capital Management
New Jersey
$29K – – –
JWM
1408
Janiczek Wealth Management
Colorado
$29K – – –
CH
1409
Canton Hathaway
Rhode Island
$28K – – –
GWA
1410
Guidant Wealth Advisors
Illinois
$28K – – –
HGWM
1411
Harvest Group Wealth Management
Massachusetts
$28K +$273 +3 +1%
BWM
1412
BerganKDV Wealth Management
Minnesota
$26K – – –
AM
1413
Atwater Malick
Pennsylvania
$26K +$24.8K +272 New
CAL
1414
Capital Advisors Ltd
Ohio
$25K – – –
EAM
1415
Eukles Asset Management
Ohio
$25K – – –
SIA
1416
SeaBridge Investment Advisors
New Jersey
$25K – – –
PWP
1417
Personal Wealth Partners
Minnesota
$25K +$2.73K +30 +13%
PWMG
1418
Prestige Wealth Management Group
New Jersey
$25K +$5.1K +56 +28%
AIS
1419
Accurate Investment Solutions
Pennsylvania
$24K +$273 +3 +1%
JFA
1420
JNBA Financial Advisors
Minnesota
$23K -$9.1K -100 -30%
LD
1421
Lipe & Dalton
New York
$23K – – –
ME
1422
McIlrath & Eck
Washington
$23K – – –
EWM
1423
Elmwood Wealth Management
California
$22K – – –
LWA
1424
Lowe Wealth Advisors
Maryland
$22K – – –
Harel Insurance Investments & Financial Services
1425
Harel Insurance Investments & Financial Services
Israel
$22K +$20.8K +229 New