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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1401
Atwood & Palmer
Missouri
$123K – – –
VC
1402
Vestor Capital
Illinois
$123K – – –
SAM
1403
S.A. Mason
Michigan
$123K +$123K +1,344 New
VCM
1404
Versant Capital Management
Arizona
$122K -$28.7K -313 -19%
EIP
1405
Ellis Investment Partners
Pennsylvania
$119K +$917 +10 +0.8%
AWM
1406
AllSquare Wealth Management
New York
$118K – – –
SBL
1407
Sargent Bickham Lagudis
Colorado
$118K +$19.3K +211 +20%
SL
1408
Salomon & Ludwin
Virginia
$115K +$84K +916 +265%
Compagnie Lombard Odier SCmA
1409
Compagnie Lombard Odier SCmA
Switzerland
$114K – – –
KWM
1410
Keebeck Wealth Management
Illinois
$114K +$115K +1,250 New
BWM
1411
Baystate Wealth Management
Massachusetts
$113K -$83.9K -915 -42%
APWM
1412
Atlas Private Wealth Management
New York
$112K +$112K +1,223 New
RE
1413
RBC Europe
United Kingdom
$112K – – –
1NWS
1414
1 North Wealth Services
Maryland
$109K +$91.5K +998 +520%
WC
1415
Whitnell & Co
Illinois
$107K – – –
GFPC
1416
Global Financial Private Client
Florida
$104K +$105K +1,141 New
WB
1417
Webster Bank
Connecticut
$99K -$9.72K -106 -9%
AJ
1418
Ashburton (Jersey)
Jersey
$98K -$3.67K -40 -4%
NPP
1419
New Potomac Partners
Maryland
$96K – – –
TCI Wealth Advisors
1420
TCI Wealth Advisors
Arizona
$94K – – –
TF
1421
TimeScale Financial
Massachusetts
$94K – – –
GWS
1422
Glassman Wealth Services
Virginia
$94K +$1.1K +12 +1%
BAMG
1423
Brand Asset Management Group
Missouri
$92K – – –
QCMC
1424
Quantum Capital Management (California)
California
$92K – – –
BCA
1425
Berman Capital Advisors
Georgia
$91K +$92 +1 +0.1%