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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
626
Fruth Investment Management
Texas
$819K -$9.63K -133 -1%
WA
627
WBH Advisory
Maryland
$806K -$3.48K -48 -0.4%
CICI
628
Capital Investment Counsel Inc
North Carolina
$801K -$43.4K -600 -5%
SC
629
Savant Capital
Illinois
$796K -$9.7K -134 -1%
AWM
630
Altavista Wealth Management
North Carolina
$789K -$13.6K -188 -2%
VCM
631
Violich Capital Management
California
$776K +$7.24K +100 +0.9%
SAM
632
Strategy Asset Managers
California
$771K +$9.99K +138 +1%
CC
633
Cadinha & Co
Hawaii
$769K +$94.1K +1,300 +14%
AssetMark Inc
634
AssetMark Inc
California
$767K +$772K +10,656 New
FMLI
635
Fukoku Mutual Life Insurance
Japan
$766K -$6.23M -86,000 -89%
CAM
636
Cypress Asset Management
Texas
$761K – – –
CONA
637
Capital One National Association
New York
$757K +$7.31K +101 +1%
SPC
638
Sigma Planning Corp
Michigan
$755K +$6.23K +86 +0.8%
B
639
Barings
North Carolina
$747K -$1.62M -22,391 -68%
RFS
640
Rockefeller Financial Services
New York
$745K +$169K +2,333 +29%
PPSG
641
Princeton Portfolio Strategies Group
New Jersey
$740K -$14.4K -199 -2%
NEPWA
642
New England Private Wealth Advisors
Massachusetts
$738K +$145 +2 +0%
CIM
643
CIM Investment Management
Pennsylvania
$733K – – –
HTC
644
Haverford Trust Company
Pennsylvania
$730K +$123K +1,693 +20%
TCOTO
645
Trust Company of the Ozarks
Missouri
$729K -$48.2K -666 -6%
KIA
646
KCM Investment Advisors
California
$727K -$41K -566 -5%
Capstone Investment Advisors
647
Capstone Investment Advisors
New York
$719K +$724K +10,000 New
FHA
648
First Horizon Advisors
Tennessee
$717K -$4.2K -58 -0.6%
SWM
649
Segment Wealth Management
Texas
$715K +$12K +166 +2%
SWM
650
SVA Wealth Management
Wisconsin
$715K +$22.3K +308 +3%