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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BIC
1926
Beach Investment Counsel
Pennsylvania
$58K – – –
LFA
1927
Livelsberger Financial Advisory
Ohio
$57.9K +$55.9K +502 New
TCPG
1928
Trivant Custom Portfolio Group
California
$57.6K -$5.57K -50 -9%
HSA
1929
Hussman Strategic Advisors
Maryland
$57.6K – – –
LAM
1930
Lummis Asset Management
Texas
$57.6K – – –
OLVIG
1931
Oliver Lagore Vanvalin Investment Group
Michigan
$57.3K -$9.13K -82 -14%
T
1932
Tidemark
California
$55K +$668 +6 +1%
GTAM
1933
Global Trust Asset Management
Florida
$54.8K -$6.68K -60 -11%
CH
1934
Canton Hathaway
Rhode Island
$54K – – –
PPWM
1935
PFG Private Wealth Management
Florida
$53.7K – – –
POIA
1936
Pin Oak Investment Advisors
Texas
$52K – – –
FWM
1937
FSA Wealth Management
Massachusetts
$50.4K +$48.6K +437 New
S
1938
Sachetta
Massachusetts
$49.9K +$12K +108 +33%
GJWM
1939
Gilliland Jeter Wealth Management
Arkansas
$49.9K – – –
RA
1940
Rise Advisors
New York
$49.7K +$445 +4 +0.9%
1IA
1941
1620 Investment Advisors
Massachusetts
$49.4K -$4.23K -38 -8%
FF
1942
Friedenthal Financial
New Jersey
$49.2K +$47.5K +427 New
HCM
1943
Horrell Capital Management
Arkansas
$49K – – –
FWA
1944
FSC Wealth Advisors
New York
$47.5K +$334 +3 +0.7%
GW&K Investment Management
1945
GW&K Investment Management
Massachusetts
$47K +$3.56K +32 +9%
C
1946
Covestor
United Kingdom
$47K +$10.8K +97 +31%
EC
1947
Elequin Capital
New York
$46.7K +$45.1K +405 New
HWM
1948
Hemington Wealth Management
Virginia
$46K +$45.3K +407 New
RA
1949
Rational Advisors
New York
$45.1K -$6.23K -56 -13%
LWA
1950
Lowe Wealth Advisors
Maryland
$44K +$9.24K +83 +28%