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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1701
AssetMark Inc
California
$44K +$3.52K +32 +9%
WWP
1702
WR Wealth Planners
Missouri
$43.6K +$330 +3 +0.7%
ACM
1703
Aquatic Capital Management
Illinois
$43K -$44K -400 -50%
ME
1704
McIlrath & Eck
Washington
$43K
PP
1705
PrairieView Partners
Minnesota
$43K
RCM
1706
Regency Capital Management
Hawaii
$43K
WPWM
1707
Western Pacific Wealth Management
Illinois
$41K
APW
1708
Acima Private Wealth
Virginia
$39.5K
MWM
1709
Mascoma Wealth Management
New Hampshire
$39K
FBC
1710
Fairfield, Bush & Co
Connecticut
$39K +$39.8K +362 New
TIM
1711
Tortoise Investment Management
New York
$38K
SC
1712
Siena Capital
Ohio
$37K -$7.7K -70 -17%
JWBC
1713
John W. Brooker & Co
California
$37K
BFPW
1714
BOK Financial Private Wealth
Colorado
$36K -$390K -3,548 -91%
AP
1715
Arlington Partners
Alabama
$36K
WOC
1716
West Oak Capital
California
$34K
LWCFA
1717
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K +$770 +7 +2%
SIAP
1718
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K +$220 +2 +0.7%
CAL
1719
Capital Advisors Ltd
Ohio
$33K +$2.2K +20 +7%
GFPC
1720
Global Financial Private Client
Florida
$32.9K
MUMSS
1721
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K
PP
1722
PFS Partners
New Jersey
$31.9K
TFGT
1723
TS Financial Group (TSFG)
Illinois
$30K +$110 +1 +0.4%
FEG
1724
Financial Enhancement Group
Indiana
$29K
SPWG
1725
Sage Private Wealth Group
Illinois
$29K