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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1451
Liberty Wealth Management
California
$176K
AA
1452
AlphaMark Advisors
Kentucky
$170K +$45.6K +500 +40%
SN
1453
Sittner & Nelson
Oregon
$170K +$86.7K +950 +116%
FP
1454
Financial Perspectives
Minnesota
$168K +$1.3M +14,299 +746%
TCM
1455
Tradewinds Capital Management
Washington
$167K -$730 -8 -0.5%
CFFP
1456
Center for Financial Planning
Michigan
$167K
WAP
1457
Wealthcare Advisory Partners
Pennsylvania
$167K +$158K +1,729 New
HWA
1458
HHM Wealth Advisors
Tennessee
$165K
PSIWM
1459
Paradigm Strategies in Wealth Management
Minnesota
$153K +$144K +1,583 New
FCM
1460
Firestone Capital Management
Florida
$150K
AP
1461
Atwood & Palmer
Missouri
$150K +$18.3K +201 +15%
ATC
1462
Adirondack Trust Company
New York
$148K +$10.5K +115 +8%
CCC
1463
Crescent Capital Consulting
Louisiana
$147K +$113K +1,235 +417%
TWM
1464
Tradition Wealth Management
Minnesota
$145K +$730 +8 +0.5%
CMBA
1465
C.M. Bidwell & Associates
Hawaii
$145K +$137K +1,500 New
CI
1466
CX Institutional
Indiana
$144K +$16K +175 +13%
VCM
1467
Versant Capital Management
Arizona
$143K
DOA
1468
D'Orazio & Associates
Virginia
$139K +$91 +1 +0.1%
PMFA
1469
Plante Moran Financial Advisors
Michigan
$139K +$1.09K +12 +0.8%
GAM
1470
Grandview Asset Management
Pennsylvania
$138K +$131K +1,430 New
VNA
1471
Valley National Advisers
Pennsylvania
$136K
PWA
1472
Phoenix Wealth Advisors
North Carolina
$135K +$15.2K +166 +13%
SQA
1473
Simon Quick Advisors
New Jersey
$133K +$101K +1,110 +413%
VC
1474
Vestor Capital
Illinois
$131K
BCA
1475
Berman Capital Advisors
Georgia
$129K +$9.95K +109 +9%