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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
451
Sowell Financial Services
Arkansas
$3.16M -$49.5K -540 -1%
AWM
452
Apollon Wealth Management
South Carolina
$3.14M +$233K +2,545 +8%
LCM
453
Logan Capital Management
Pennsylvania
$3.11M +$106K +1,160 +3%
BW
454
Bison Wealth
Georgia
$3.09M -$31K -338 -1%
ACIM
455
Azimuth Capital Investment Management
Michigan
$3.08M -$51.1K -557 -2%
CAM
456
Cresset Asset Management
Illinois
$3.05M +$849K +9,257 +37%
RFM
457
Royal Fund Management
Florida
$3.04M -$115K -1,257 -4%
FDP
458
Financiere des Professionnels
Quebec, Canada
$3.03M +$3.15M +34,321 New
EWM
459
Evercore Wealth Management
New York
$2.99M +$50.8K +554 +2%
ST
460
Sentinel Trust
Texas
$2.99M
SCM
461
Schnieders Capital Management
California
$2.98M -$832K -9,076 -21%
GAM
462
Gotham Asset Management
New York
$2.97M -$199K -2,170 -6%
CCG
463
Cypress Capital Group
Florida
$2.93M -$348K -3,792 -10%
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$2.93M -$107K -1,168 -3%
KWM
465
Kingsview Wealth Management
Oregon
$2.92M +$322K +3,511 +12%
IA
466
IFG Advisory
Georgia
$2.91M +$214K +2,338 +8%
NS
467
NBC Securities
Alabama
$2.9M +$3.02M +32,891 New
KA
468
Keene & Associates
Texas
$2.9M +$126K +1,373 +4%
SGC
469
Slocum, Gordon & Co
Rhode Island
$2.89M
BG
470
Bahl & Gaynor
Ohio
$2.89M +$118K +1,284 +4%
AssetMark Inc
471
AssetMark Inc
California
$2.88M +$321K +3,502 +12%
AAIM
472
American Assets Investment Management
California
$2.88M
MA
473
Montag & Associates
Georgia
$2.87M -$80.6K -879 -3%
BPC
474
Banque Pictet & Cie
Switzerland
$2.85M -$208K -2,266 -7%
BFA
475
Bragg Financial Advisors
North Carolina
$2.84M -$66.2K -722 -2%