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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
401
Smith Salley Wealth Management
North Carolina
$4.79M -$1.08M -10,834 -18%
PAS
402
Park Avenue Securities
New York
$4.76M -$147K -1,474 -3%
GWM
403
Geneos Wealth Management
Colorado
$4.76M -$1.25M -12,470 -21%
GWMIA
404
Global Wealth Management Investment Advisory
Florida
$4.75M +$174K +1,739 +4%
AssetMark Inc
405
AssetMark Inc
California
$4.75M +$652K +6,520 +16%
TA
406
Tectonic Advisors
Texas
$4.74M +$309K +3,086 +7%
SFA
407
Semmax Financial Advisors
North Carolina
$4.71M -$91.2K -912 -2%
QWM
408
Quadcap Wealth Management
Texas
$4.7M +$209K +2,091 +5%
FBT
409
First Bank & Trust
South Dakota
$4.68M +$96.9K +969 +2%
JPWM
410
Jamison Private Wealth Management
Georgia
$4.68M -$60.4K -604 -1%
BFA
411
Benedict Financial Advisors
Georgia
$4.66M -$6.7K -67 -0.1%
SWP
412
Stratos Wealth Partners
Ohio
$4.66M -$325K -3,249 -7%
BRM
413
Boston Research & Management
Massachusetts
$4.59M +$61.7K +617 +1%
UCFA
414
United Capital Financial Advisors
Texas
$4.51M +$344K +3,437 +8%
Vontobel Holding
415
Vontobel Holding
Switzerland
$4.5M -$53.9K -539 -1%
CL
416
Choreo LLC
Illinois
$4.48M +$1.95M +19,536 +77%
FB
417
Fulton Bank
Pennsylvania
$4.47M -$59.2K -592 -1%
IIM
418
Intact Investment Management
Quebec, Canada
$4.47M +$110K +1,100 +3%
SAM
419
Securian Asset Management
Minnesota
$4.45M -$103K -1,034 -2%
BIAS
420
Beacon Investment Advisory Services
New Jersey
$4.43M +$19.1K +191 +0.4%
WCM
421
Whitener Capital Management
North Carolina
$4.41M +$128K +1,279 +3%
CGH
422
Crossmark Global Holdings
Texas
$4.38M -$197K -1,966 -4%
LSERS
423
Louisiana State Employees Retirement System
Louisiana
$4.38M -$120K -1,200 -3%
JIC
424
Johnson Investment Counsel
Ohio
$4.35M -$10.1K -101 -0.2%
SP
425
Stablepoint Partners
Massachusetts
$4.32M -$151K -1,511 -4%