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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
THWM
526
Taylor Hoffman Wealth Management
Virginia
$1.87M – – –
ECM
527
Everence Capital Management
Indiana
$1.85M – – –
SS
528
Simplicity Solutions
Minnesota
$1.85M +$481K +6,259 +36%
SLG
529
Stanley-Laman Group
Pennsylvania
$1.85M -$264K -3,438 -13%
UBG
530
United Bank (Georgia)
Georgia
$1.85M +$96.5K +1,255 +6%
PTC
531
Private Trust Company
Ohio
$1.84M +$7.38K +96 +0.4%
FBT
532
First Bank & Trust
South Dakota
$1.83M -$35.5K -462 -2%
CIBC Private Wealth Group
533
CIBC Private Wealth Group
Georgia
$1.82M -$196K -2,544 -10%
ASN
534
Advisory Services Network
Georgia
$1.8M +$6.46K +84 +0.4%
SLF
535
Sun Life Financial
Ontario, Canada
$1.8M +$1.61M +20,940 +1,130%
ZB
536
Zions Bancorporation
Utah
$1.79M +$1.74M +22,619 New
AMI
537
Amica Mutual Insurance
Rhode Island
$1.78M – – –
SCP
538
Silverleafe Capital Partners
Tennessee
$1.78M -$13.5K -176 -0.8%
BWM
539
Buckley Wealth Management
Nevada
$1.78M +$30.8K +400 +2%
BWL
540
Bogart Wealth LLC
Virginia
$1.77M +$89.8K +1,168 +5%
SPC
541
Sigma Planning Corp
Michigan
$1.77M +$124K +1,614 +8%
DAS
542
Dynamic Advisor Solutions
Arizona
$1.77M +$1.72M +22,336 New
CI
543
Cigna Investments
Connecticut
$1.76M -$246K -3,200 -13%
CHC
544
City Holding Co
West Virginia
$1.75M +$55.5K +722 +3%
QT
545
Quantbot Technologies
New York
$1.71M +$1.08M +14,029 +184%
PFS
546
Prospera Financial Services
Texas
$1.71M +$206K +2,672 +14%
SBH
547
Segall Bryant & Hamill
Illinois
$1.7M +$957K +12,439 +137%
VF
548
Virtu Financial
New York
$1.68M +$1.13M +14,659 +222%
BAS
549
Brown Advisory Securities
Maryland
$1.67M +$6K +78 +0.4%
V
550
Veritable
Delaware
$1.66M -$30.5K -396 -2%