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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
476
Occidental Asset Management
California
$5.79M +$326K +2,587 +6%
GWMIA
477
Global Wealth Management Investment Advisory
Florida
$5.78M +$355K +2,818 +7%
BRM
478
Boston Research & Management
Massachusetts
$5.78M -$11.1K -88 -0.2%
TAM
479
Tocqueville Asset Management
New York
$5.76M -$63.6K -504 -1%
AWA
480
Arkadios Wealth Advisors
Georgia
$5.75M -$2.27M -17,996 -28%
RIA
481
Regal Investment Advisors
Michigan
$5.74M -$154K -1,218 -3%
SP
482
Stablepoint Partners
Massachusetts
$5.72M +$40.9K +324 +0.7%
SP
483
Sherman Porfolios
Idaho
$5.68M -$31.4K -249 -0.6%
Nisa Investment Advisors
484
Nisa Investment Advisors
Missouri
$5.64M -$707K -5,607 -11%
AWM
485
AE Wealth Management
Kansas
$5.62M +$435K +3,449 +8%
VF
486
Vest Financial
Virginia
$5.61M +$89.8K +712 +2%
DWP
487
Daymark Wealth Partners
Ohio
$5.61M -$50.3K -399 -0.9%
SIG
488
Sky Investment Group
Connecticut
$5.6M -$5.68K -45 -0.1%
AAF
489
Andra AP-fonden
Sweden
$5.59M +$1.63M +12,900 +41%
CTC
490
Central Trust Company
Missouri
$5.59M -$263K -2,085 -5%
SIG
491
Sargent Investment Group
Maryland
$5.55M +$860K +6,821 +18%
SC
492
SouthState Corp
Florida
$5.54M -$71.9K -570 -1%
OL
493
one8zero8 LLC
North Carolina
$5.48M -$17.7K -140 -0.3%
HIMCH
494
Hartford Investment Management Co (HIMCO)
Connecticut
$5.45M -$156K -1,240 -3%
CIA
495
Covington Investment Advisors
Pennsylvania
$5.44M +$76.2K +604 +1%
SW
496
SVB Wealth
Massachusetts
$5.42M -$374K -2,965 -6%
HWAM
497
Hennion & Walsh Asset Management
New Jersey
$5.4M +$304K +2,410 +6%
ZBNA
498
Zions Bancorporation, National Association
Utah
$5.38M -$44K -349 -0.8%
SSWG
499
Seven Springs Wealth Group
Tennessee
$5.38M +$420K +3,326 +8%
ISB
500
Iowa State Bank
Iowa
$5.38M +$81.1K +643 +2%