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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1726
Global Financial Private Client
Florida
$27.2K -$31K -328 -52%
NF
1727
Norwood Financial
Pennsylvania
$27.2K +$28.6K +303 New
PP
1728
PFS Partners
New Jersey
$26.9K – – –
LWA
1729
Lowe Wealth Advisors
Maryland
$26.8K – – –
GW&K Investment Management
1730
GW&K Investment Management
Massachusetts
$26K +$27.8K +295 New
Loring Wolcott & Coolidge Fiduciary Advisors
1731
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.4K – – –
TFGT
1732
TS Financial Group (TSFG)
Illinois
$25K +$189 +2 +0.7%
MWM
1733
Mascoma Wealth Management
New Hampshire
$24.1K -$9.44K -100 -28%
LFA
1734
Legend Financial Advisors
Pennsylvania
$23.9K – – –
NIC
1735
Northwest Investment Counselors
Oregon
$23.3K -$566 -6 -2%
EAM
1736
Eukles Asset Management
Ohio
$23.3K – – –
HCM
1737
Highlander Capital Management
New Jersey
$23K – – –
AW
1738
Avion Wealth
Texas
$22K +$13.6K +144 +137%
OA
1739
Operose Advisors
Wisconsin
$21.4K – – –
WTG
1740
West Tower Group
Virginia
$21.2K +$22.3K +236 New
FPF
1741
First Pacific Financial
Washington
$21K +$22.1K +234 New
DAM
1742
Delta Asset Management
Tennessee
$20.7K – – –
SJIM
1743
St. Johns Investment Management
Florida
$20.3K – – –
BCPWM
1744
Bradley & Co Private Wealth Management
Florida
$19K – – –
GM
1745
GeoWealth Management
Illinois
$19K +$17.6K +186 +1,033%
PCM
1746
Perritt Capital Management
Illinois
$17.9K – – –
SWA
1747
SOA Wealth Advisors
New York
$17.8K +$189 +2 +1%
CWA
1748
Carolina Wealth Advisors
South Carolina
$17.7K +$18.6K +197 New
FFL
1749
Financial Freedom LLC
Ohio
$17.2K – – –
TWD
1750
True Wealth Design
Ohio
$17.1K -$3.68K -39 -17%