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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
601
Franklin Street Advisors
North Carolina
$2.05M -$110K -1,142 -5%
PFS
602
Physicians Financial Services
North Carolina
$2.04M +$15.1K +157 +0.8%
FMWA
603
Forvis Mazars Wealth Advisors
Missouri
$2.04M -$39.7K -414 -2%
CPIA
604
Cornell Pochily Investment Advisors
New York
$2.03M +$5.38K +56 +0.3%
CWM
605
Curi Wealth Management
North Carolina
$2.03M +$240K +2,504 +15%
TW
606
TrinityPoint Wealth
Connecticut
$2.03M -$24.6K -256 -1%
BWM
607
BerganKDV Wealth Management
Minnesota
$2.02M -$93K -969 -5%
LCOV
608
London Company of Virginia
Virginia
$2.01M
WAS
609
Wealth Advisory Solutions
Indiana
$2M +$1.65M +17,210 +794%
TYCC
610
Texas Yale Capital Corp
Florida
$1.99M +$453K +4,717 +32%
BAM
611
Belpointe Asset Management
Nevada
$1.99M +$1.15K +12 +0.1%
RB
612
Rodgers Brothers
Pennsylvania
$1.98M -$376K -3,914 -17%
CCT
613
Chemung Canal Trust
New York
$1.96M -$258K -2,691 -12%
Luther King Capital Management (LKCM)
614
Luther King Capital Management (LKCM)
Texas
$1.93M +$62.9K +655 +4%
PWP
615
Principle Wealth Partners
Connecticut
$1.93M -$51.9K -541 -3%
ONB
616
Old National Bancorp
Indiana
$1.92M +$90K +938 +5%
SWM
617
Scissortail Wealth Management
Oklahoma
$1.92M +$1.86M +19,336 New
HFM
618
Hartford Financial Management
Connecticut
$1.91M -$1.25K -13 -0.1%
GWM
619
Geneos Wealth Management
Colorado
$1.9M +$229K +2,384 +15%
TBA
620
Tower Bridge Advisors
Pennsylvania
$1.9M
GLLW
621
Graves Light Lenhart Wealth
Virginia
$1.89M +$96 +1 +0%
WP
622
WealthShield Partners
North Carolina
$1.88M -$3.36K -35 -0.2%
RIM
623
Redwood Investment Management
Arizona
$1.88M +$1.75M +18,228 New
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$1.87M +$291K +3,027 +20%
OHWP
625
Oak Harbor Wealth Partners
North Carolina
$1.86M +$480 +5 +0%