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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1426
FSA Wealth Management
Massachusetts
$55K – – –
Edmond de Rothschild Holding
1427
Edmond de Rothschild Holding
Switzerland
$53K – – –
IRAG
1428
Investment Research & Advisory Group
Georgia
$53K – – –
RIM
1429
Rockbridge Investment Management
New York
$51K +$54.4K +644 New
CA
1430
Centerpoint Advisors
Massachusetts
$49K -$2.96K -35 -5%
WOC
1431
West Oak Capital
California
$49K +$6.51K +77 +14%
BWFA
1432
Baltimore-Washington Financial Advisors
Maryland
$49K +$1.27M +15,000 New
EC
1433
Estate Counselors
Wisconsin
$47K +$49.9K +591 New
CX Institutional
1434
CX Institutional
Indiana
$46K -$3.46K -41 -7%
BWA
1435
Burt Wealth Advisors
Maryland
$43K – – –
CIA
1436
Cascade Investment Advisors
Oregon
$42.7K – – –
WCG
1437
Weaver Consulting Group
California
$42K +$5.58K +66 +15%
TPWA
1438
TRUE Private Wealth Advisors
Oregon
$41K +$9.97K +118 +29%
PO
1439
Private Ocean
California
$39K – – –
AIM
1440
Arcadia Investment Management
Michigan
$37K -$36.8K -435 -48%
JGIA
1441
Jackson Grant Investment Advisers
Connecticut
$36K – – –
HH
1442
HWG Holdings
Texas
$36K +$38.4K +455 New
RA
1443
Rational Advisors
New York
$34K +$36.3K +430 New
KFS
1444
Kelly Financial Services
Massachusetts
$33.9K +$169 +2 +0.5%
SSWG
1445
Seven Springs Wealth Group
Tennessee
$33K – – –
HI
1446
Human Investing
Oregon
$33K +$929 +11 +3%
EW
1447
Evoke Wealth
California
$33K +$4.39K +52 +14%
ME
1448
McIlrath & Eck
Washington
$32K +$4.56K +54 +16%
BDWM
1449
Brewin Dolphin Wealth Management
Ireland
$32K – – –
APW
1450
Acima Private Wealth
Virginia
$29K – – –