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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1526
Ellis Investment Partners
Pennsylvania
$82K +$402 +4 +0.5%
PWM
1527
Prentice Wealth Management
New York
$81K – – –
CFO
1528
CVA Family Office
Colorado
$80K -$10.1K -101 -11%
SIS
1529
Sound Income Strategies
Florida
$77K -$33.8K -336 -30%
EW
1530
Evoke Wealth
California
$76K -$2.51K -25 -3%
LF
1531
Lee Financial
Texas
$76K – – –
JMF
1532
Johnson Midwest Financial
Iowa
$76K +$402 +4 +0.5%
JWM
1533
Janiczek Wealth Management
Colorado
$76K +$6.13K +61 +9%
HH
1534
HWG Holdings
Texas
$74K +$74.8K +745 New
BFA
1535
Brendel Financial Advisors
New Hampshire
$71K +$72.7K +724 New
Larson Financial Group
1536
Larson Financial Group
Missouri
$70K -$904 -9 -1%
TFM
1537
TFC Financial Management
Massachusetts
$69K +$3.72K +37 +6%
LWA
1538
Lenox Wealth Advisors
New York
$68K +$54.5K +543 +374%
EBA
1539
Eagle Bay Advisors
New York
$68K +$68.5K +682 New
RIM
1540
Rockbridge Investment Management
New York
$67K – – –
Altshuler Shaham
1541
Altshuler Shaham
Israel
$67K +$67.9K +676 New
VCM
1542
Versant Capital Management
Arizona
$66K -$81.7K -813 -55%
Edmond de Rothschild Holding
1543
Edmond de Rothschild Holding
Switzerland
$66K – – –
PCTC
1544
Perkins Coie Trust Company
Washington
$65K – – –
PO
1545
Private Ocean
California
$63K – – –
ACA
1546
Atlas Capital Advisors
Wyoming
$61.7K +$14.2K +141 +29%
CCC
1547
Crescent Capital Consulting
Louisiana
$61K -$91.5K -911 -60%
CA
1548
Centerpoint Advisors
Massachusetts
$61K – – –
PWMG
1549
Prestige Wealth Management Group
New Jersey
$60K -$16.6K -165 -21%
DI
1550
Disciplined Investments
Oklahoma
$58K – – –