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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TW
601
TrinityPoint Wealth
Connecticut
$1.86M +$1.59M +14,821 +288%
THWM
602
Taylor Hoffman Wealth Management
Virginia
$1.85M +$2.9K +27 +0.1%
LDB
603
Lee, Danner & Bass
Tennessee
$1.85M
SP
604
Successful Portfolios
Florida
$1.84M +$3.22K +30 +0.2%
FWP
605
FAS Wealth Partners
Kansas
$1.84M +$283K +2,632 +15%
IGWM
606
ICA Group Wealth Management
Colorado
$1.83M +$189K +1,763 +10%
CPIA
607
Cornell Pochily Investment Advisors
New York
$1.83M +$12.5K +116 +0.6%
NGA
608
Naples Global Advisors
Florida
$1.83M +$14.2K +132 +0.7%
PFS
609
Physicians Financial Services
North Carolina
$1.83M -$61.6K -574 -3%
LCOV
610
London Company of Virginia
Virginia
$1.82M
FCMA
611
Foresight Capital Management Advisors
Michigan
$1.81M -$62.5K -582 -3%
BBHC
612
Brown Brothers Harriman & Co
New York
$1.8M -$174K -1,621 -8%
BAM
613
Belpointe Asset Management
Nevada
$1.79M +$409K +3,809 +25%
AF
614
Allworth Financial
California
$1.79M +$516K +4,803 +33%
EARNEST Partners
615
EARNEST Partners
Georgia
$1.79M +$8.91K +83 +0.4%
TC
616
Trilogy Capital
California
$1.79M +$280K +2,611 +16%
ZCM
617
Ziegler Capital Management
Illinois
$1.79M -$111K -1,030 -5%
PA
618
Procyon Advisors
Connecticut
$1.78M -$110K -1,027 -5%
BCM
619
Brookstone Capital Management
Illinois
$1.77M +$80.4K +749 +4%
MGWM
620
Marks Group Wealth Management
Minnesota
$1.77M +$250K +2,328 +14%
AAS
621
Ameritas Advisory Services
Nebraska
$1.77M +$93.1K +867 +5%
S
622
SignatureFD
Georgia
$1.74M -$9.45K -88 -0.5%
HFM
623
Hartford Financial Management
Connecticut
$1.73M -$9.13K -85 -0.5%
CM
624
Capula Management
Cayman Islands
$1.73M +$2M +18,579 New
MFGM
625
Marshall Financial Group (Maryland)
Maryland
$1.73M +$84.6K +788 +4%