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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
376
Pathway Financial Advisers
Indiana
$7.09M +$73.3K +604 +1%
FFA
377
Founders Financial Alliance
North Carolina
$7.09M +$187K +1,538 +3%
BA
378
BCM Advisors
Louisiana
$7.08M -$485K -4,000 -7%
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$7.07M -$1.16M -9,533 -14%
Brown Advisory
380
Brown Advisory
Maryland
$7.02M -$241K -1,983 -3%
MSU
381
Mizuho Securities USA
New York
$6.94M +$355K +2,927 +5%
CCM
382
Coldstream Capital Management
Washington
$6.92M +$201K +1,656 +3%
SPG
383
Strategic Planning Group
Utah
$6.9M +$1.57M +12,913 +30%
ATC
384
Argent Trust Co
Tennessee
$6.85M -$59.8K -493 -0.9%
TPCW
385
TD Private Client Wealth
New York
$6.85M +$469K +3,867 +8%
PSP
386
Principal Street Partners
Tennessee
$6.84M -$544K -4,486 -8%
RDWM
387
Red Door Wealth Management
Tennessee
$6.83M +$315K +2,595 +5%
SC
388
SummitTX Capital
Texas
$6.82M -$3.21M -26,424 -32%
CIBC Private Wealth Group
389
CIBC Private Wealth Group
Georgia
$6.81M +$90K +742 +1%
Allianz Asset Management
390
Allianz Asset Management
Germany
$6.78M -$500K -4,118 -7%
SSWM
391
Smith Salley Wealth Management
North Carolina
$6.76M +$49.8K +410 +0.8%
SWP
392
Stratos Wealth Partners
Ohio
$6.75M +$891K +7,342 +16%
DIA
393
Dean Investment Associates
Ohio
$6.71M -$125K -1,028 -2%
Lido Advisors
394
Lido Advisors
California
$6.67M +$982K +8,096 +18%
KWM
395
Kingsview Wealth Management
Oregon
$6.63M +$400K +3,294 +7%
Kovitz Investment Group Partners
396
Kovitz Investment Group Partners
Illinois
$6.61M +$342K +2,818 +6%
CCP
397
Clough Capital Partners
Massachusetts
$6.6M
PMG
398
ProVise Management Group
Florida
$6.53M +$168K +1,387 +3%
ASN
399
Advisory Services Network
Georgia
$6.52M -$112K -920 -2%
MCC
400
Money Concepts Capital
Florida
$6.51M +$25.2K +208 +0.4%