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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1701
Lee Financial
Texas
$50K +$1.1K +10 +2%
SPWM
1702
Spartan Planning & Wealth Management
North Carolina
$48K +$3.96K +36 +9%
KFS
1703
Kelly Financial Services
Massachusetts
$47.2K -$1.32K -12 -3%
HCM
1704
Horrell Capital Management
Arkansas
$46K – – –
PineBridge Investments
1705
PineBridge Investments
New York
$46K +$36.4K +331 +331%
MWC
1706
MBM Wealth Consultants
Missouri
$44K – – –
AssetMark Inc
1707
AssetMark Inc
California
$44K +$3.52K +32 +9%
WWP
1708
WR Wealth Planners
Missouri
$43.6K +$330 +3 +0.7%
Aquatic Capital Management
1709
Aquatic Capital Management
Illinois
$43K -$44K -400 -50%
ME
1710
McIlrath & Eck
Washington
$43K – – –
PP
1711
PrairieView Partners
Minnesota
$43K – – –
RCM
1712
Regency Capital Management
Hawaii
$43K – – –
WPWM
1713
Western Pacific Wealth Management
Illinois
$41K – – –
APW
1714
Acima Private Wealth
Virginia
$39.5K – – –
MWM
1715
Mascoma Wealth Management
New Hampshire
$39K – – –
FBC
1716
Fairfield, Bush & Co
Connecticut
$39K +$39.8K +362 New
TIM
1717
Tortoise Investment Management
New York
$38K – – –
SC
1718
Siena Capital
Ohio
$37K -$7.7K -70 -17%
JWBC
1719
John W. Brooker & Co
California
$37K – – –
BFPW
1720
BOK Financial Private Wealth
Colorado
$36K -$390K -3,548 -91%
AP
1721
Arlington Partners
Alabama
$36K – – –
WOC
1722
West Oak Capital
California
$34K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K +$770 +7 +2%
SIAP
1724
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K +$220 +2 +0.7%
CAL
1725
Capital Advisors Ltd
Ohio
$33K +$2.2K +20 +7%