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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1926
Lummis Asset Management
Texas
$57.6K – – –
OLVIG
1927
Oliver Lagore Vanvalin Investment Group
Michigan
$57.3K -$9.13K -82 -14%
T
1928
Tidemark
California
$55K +$668 +6 +1%
GTAM
1929
Global Trust Asset Management
Florida
$54.8K -$6.68K -60 -11%
CH
1930
Canton Hathaway
Rhode Island
$54K – – –
PPWM
1931
PFG Private Wealth Management
Florida
$53.7K – – –
POIA
1932
Pin Oak Investment Advisors
Texas
$52K – – –
FWM
1933
FSA Wealth Management
Massachusetts
$50.4K +$48.6K +437 New
S
1934
Sachetta
Massachusetts
$49.9K +$12K +108 +33%
GJWM
1935
Gilliland Jeter Wealth Management
Arkansas
$49.9K – – –
RA
1936
Rise Advisors
New York
$49.7K +$445 +4 +0.9%
1IA
1937
1620 Investment Advisors
Massachusetts
$49.4K -$4.23K -38 -8%
FF
1938
Friedenthal Financial
New Jersey
$49.2K +$47.5K +427 New
HCM
1939
Horrell Capital Management
Arkansas
$49K – – –
FWA
1940
FSC Wealth Advisors
New York
$47.5K +$334 +3 +0.7%
GKIM
1941
GW&K Investment Management
Massachusetts
$47K +$3.56K +32 +9%
C
1942
Covestor
United Kingdom
$47K +$10.8K +97 +31%
EC
1943
Elequin Capital
New York
$46.7K +$45.1K +405 New
HWM
1944
Hemington Wealth Management
Virginia
$46K +$45.3K +407 New
RA
1945
Rational Advisors
New York
$45.1K -$6.23K -56 -13%
LWA
1946
Lowe Wealth Advisors
Maryland
$44K +$9.24K +83 +28%
PA
1947
Pineridge Advisors
Missouri
$43.2K +$334 +3 +0.8%
APW
1948
Acima Private Wealth
Virginia
$42.4K – – –
TIM
1949
Tortoise Investment Management
New York
$41.7K +$3.12K +28 +8%
NAAA
1950
New Age Alpha Advisors
New York
$41.7K +$40.3K +362 New
76 77
78
79 80