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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1751
Arlington Partners
Alabama
$37K -$29.6K -285 -46%
TFO
1752
Tarbox Family Office
California
$37K -$13K -125 -27%
Simon Quick Advisors
1753
Simon Quick Advisors
New Jersey
$35K -$43.5K -419 -58%
SJIM
1754
St. Johns Investment Management
Florida
$35K – – –
WOC
1755
West Oak Capital
California
$35K – – –
SLWA
1756
San Luis Wealth Advisors
California
$35K +$35K +337 New
SIAP
1757
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K +$208 +2 +0.7%
Loring Wolcott & Coolidge Fiduciary Advisors
1758
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K +$623 +6 +2%
GFPC
1759
Global Financial Private Client
Florida
$33.8K – – –
PP
1760
PFS Partners
New Jersey
$33.2K – – –
MUMSS
1761
Mitsubishi UFJ Morgan Stanley Securities
Japan
$33K +$31.2K +300 New
CSIA
1762
Carl Stuart Investment Advisor
Texas
$32.8K +$30.5K +294 New
CAL
1763
Capital Advisors Ltd
Ohio
$32K +$1.56K +15 +6%
AWA
1764
Aaron Wealth Advisors
Illinois
$31.5K +$29.3K +282 New
TFGT
1765
TS Financial Group (TSFG)
Illinois
$31K +$104 +1 +0.4%
FEG
1766
Financial Enhancement Group
Indiana
$30K – – –
SPWG
1767
Sage Private Wealth Group
Illinois
$30K – – –
EAM
1768
Eukles Asset Management
Ohio
$29K – – –
RG
1769
Retirement Group
California
$29K – – –
HCM
1770
Highlander Capital Management
New Jersey
$28K – – –
LD
1771
Lipe & Dalton
New York
$27K -$21.6K -208 -46%
PFA
1772
Professional Financial Advisors
Nebraska
$26K – – –
SWA
1773
SOA Wealth Advisors
New York
$24K +$10.8K +104 +92%
PP
1774
Pacifica Partners
Canada
$23K – – –
NWM
1775
Nauset Wealth Management
Connecticut
$23K +$21.8K +210 New