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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GSB
726
Greenfield Savings Bank
Massachusetts
$1.39M +$1.42M +12,943 New
FIM
727
Freedom Investment Management
Connecticut
$1.38M +$511K +4,649 +56%
MWA
728
MFA Wealth Advisors
Pennsylvania
$1.38M +$46.6K +424 +3%
NewEdge Wealth
729
NewEdge Wealth
Pennsylvania
$1.37M +$1.41M +12,820 New
TL
730
Tradewinds LLC
North Carolina
$1.37M +$1.41M +12,778 New
Colony Group
731
Colony Group
Massachusetts
$1.36M -$6.56M -59,663 -82%
EWM
732
Evermay Wealth Management
Virginia
$1.36M -$118K -1,077 -8%
Confluence Wealth Services
733
Confluence Wealth Services
Pennsylvania
$1.36M +$28K +255 +2%
CIP
734
Convergence Investment Partners
Florida
$1.36M +$13.4K +122 +1%
Diversified Trust
735
Diversified Trust
Tennessee
$1.35M +$17.7K +161 +1%
EFS
736
Essex Financial Services
Connecticut
$1.35M -$118K -1,075 -8%
Ethic Inc
737
Ethic Inc
New York
$1.35M +$544K +4,950 +65%
MHS
738
M Holdings Securities
Oregon
$1.34M -$173K -1,570 -11%
VCA
739
Verdence Capital Advisors
Maryland
$1.34M -$99.1K -901 -7%
Laird Norton Wetherby Wealth Management
740
Laird Norton Wetherby Wealth Management
California
$1.34M +$271K +2,468 +25%
FPCM
741
Financial Partners Capital Management
New York
$1.34M -$12.6K -115 -0.9%
Axxcess Wealth Management
742
Axxcess Wealth Management
California
$1.33M +$5.94K +54 +0.4%
JCM
743
Jacobi Capital Management
Pennsylvania
$1.33M +$75.4K +686 +6%
EM
744
Excalibur Management
Massachusetts
$1.33M -$517K -4,705 -27%
Tidal Investments
745
Tidal Investments
Wisconsin
$1.33M +$275K +2,498 +25%
Northeast Financial Consultants
746
Northeast Financial Consultants
Connecticut
$1.33M -$11.9K -108 -0.9%
JWM
747
Jeppson Wealth Management
California
$1.32M +$198K +1,805 +17%
Cresset Asset Management
748
Cresset Asset Management
Illinois
$1.31M +$88K +800 +7%
Gofen & Glossberg
749
Gofen & Glossberg
Illinois
$1.31M +$22.3K +203 +2%
Orion Portfolio Solutions
750
Orion Portfolio Solutions
Nebraska
$1.31M -$93.5K -850 -6%