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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1526
Liberty Capital Management
Michigan
$220K
CWM
1527
Calamos Wealth Management
Illinois
$220K +$9.9K +90 +5%
PP
1528
PDS Planning
Ohio
$219K +$5.28K +48 +2%
NIMI
1529
Natixis Investment Managers International
France
$219K +$225K +2,046 New
M
1530
MOTCO
Texas
$218K -$1.09M -9,905 -83%
OFG
1531
Oxford Financial Group
Indiana
$218K +$11.1K +101 +5%
W
1532
WealthOne
New York
$218K +$15K +136 +7%
AFS
1533
Axiom Financial Strategies
Indiana
$217K
HWM
1534
HFR Wealth Management
New York
$217K
B
1535
Brightworth
Georgia
$216K
XWM
1536
Xcel Wealth Management
Florida
$216K +$220 +2 +0.1%
MAM
1537
McLean Asset Management
Virginia
$216K +$990 +9 +0.4%
IC
1538
Inverness Counsel
New York
$216K +$222K +2,017 New
H6H
1539
Hightower 6M Holding
Kansas
$215K -$220 -2 -0.1%
NCMW
1540
Northern Capital Management (Washington)
Washington
$215K
PB
1541
Pinnacle Bancorp
Nebraska
$215K
AA
1542
Auxano Advisors
Washington
$214K
LIA
1543
LS Investment Advisors
Michigan
$214K
SBL
1544
Sargent Bickham Lagudis
Colorado
$214K +$21.1K +192 +11%
CFS
1545
Capital Financial Services
New York
$214K +$220K +2,000 New
C
1546
Certuity
Florida
$213K -$163K -1,480 -43%
PTCG
1547
Pring Turner Capital Group
California
$213K
RCA
1548
Ranch Capital Advisors
Florida
$213K
RZH
1549
Relyea Zuckerberg Hanson
Connecticut
$213K +$219K +1,989 New
WFMPM
1550
Woodley Farra Manion Portfolio Management
Indiana
$211K -$13.2K -120 -6%