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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SF
701
Summit Financial
New Jersey
$2.78M +$343K +2,746 +15%
CWG
702
Cornerstone Wealth Group
North Carolina
$2.78M -$88K -704 -3%
PTP
703
Platform Technology Partners
New York
$2.77M +$87.1K +697 +3%
PGF
704
Plan Group Financial
Oklahoma
$2.77M +$285K +2,283 +12%
OFG
705
OmniStar Financial Group
North Carolina
$2.77M +$1.31M +10,465 +98%
PWS
706
Pursuit Wealth Strategies
North Carolina
$2.76M -$5.13K -41 -0.2%
JBC
707
Jefferson Bridge Capital
Tennessee
$2.76M
MWA
708
MFA Wealth Advisors
Pennsylvania
$2.76M +$231K +1,851 +10%
SAM
709
Securian Asset Management
Minnesota
$2.76M -$12.5K -100 -0.5%
VRM
710
Vectors Research Management
New York
$2.74M -$4.88K -39 -0.2%
DA
711
Dover Advisors
Virginia
$2.74M -$52.8K -422 -2%
IC
712
IEQ Capital
California
$2.73M +$168K +1,344 +7%
TT
713
TI-Trust
Illinois
$2.73M
CBTWT
714
Community Bank & Trust (Waco, Texas)
Texas
$2.73M +$122K +972 +5%
LWA
715
Lineweaver Wealth Advisors
Ohio
$2.72M +$85.8K +686 +3%
CAC
716
Certified Advisory Corp
Florida
$2.71M +$36K +288 +1%
KRSITF
717
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.68M
ET
718
Entropy Technologies
New York
$2.67M +$2.55M +20,373 New
HWM
719
Hohimer Wealth Management
Washington
$2.67M +$2.55M +20,366 New
GT
720
Greenleaf Trust
Michigan
$2.66M -$56.4K -451 -2%
LDB
721
Lee, Danner & Bass
Tennessee
$2.65M -$32.9K -263 -1%
RB
722
Rodgers Brothers
Pennsylvania
$2.62M +$263K +2,100 +12%
CWMS
723
Cannon Wealth Management Services
North Carolina
$2.6M +$35.5K +284 +1%
MAS
724
Meeder Advisory Services
Ohio
$2.56M +$288K +2,300 +13%
VFA
725
Valeo Financial Advisors
Indiana
$2.56M -$65.3K -522 -3%