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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
751
IHT Wealth Management
Illinois
$743K +$108K +1,410 +18%
CAG
752
Csenge Advisory Group
Florida
$741K -$16.2K -211 -2%
1SB
753
1ST Source Bank
Indiana
$739K +$3.54K +46 +0.5%
WPC
754
Waters Parkerson & Co
Louisiana
$738K +$14.8K +192 +2%
Rockefeller Capital Management
755
Rockefeller Capital Management
New York
$736K
SSB
756
Sandy Spring Bank
Maryland
$728K +$62.8K +817 +10%
TSS
757
Two Sigma Securities
New York
$728K +$160K +2,083 +29%
MHS
758
M Holdings Securities
Oregon
$726K +$138K +1,789 +24%
LIA
759
LBMC Investment Advisors
Tennessee
$725K +$32.4K +421 +5%
CT
760
Chicago Trust
Illinois
$723K +$65.2K +848 +10%
OC
761
Oakworth Capital
Alabama
$718K +$36.1K +470 +5%
FFS
762
Founders Financial Securities
Maryland
$713K +$1.08K +14 +0.2%
CS
763
Credential Securities
$711K +$148K +1,921 +27%
PP
764
Prudential plc
United Kingdom
$706K -$62.1K -807 -8%
PCM
765
Princeton Capital Management
New Jersey
$706K
FIM
766
Fruth Investment Management
Texas
$703K -$33.3K -433 -5%
MSS
767
Mitchell Sinkler & Starr
Pennsylvania
$702K -$171K -2,225 -20%
CICI
768
Capital Investment Counsel Inc
North Carolina
$702K +$13.8K +179 +2%
AW
769
ACG Wealth
Georgia
$700K -$44.8K -582 -6%
Lido Advisors
770
Lido Advisors
California
$700K +$45K +585 +7%
NGA
771
Naples Global Advisors
Florida
$692K -$8.77K -114 -1%
GT
772
Glenview Trust
Kentucky
$689K -$22.1K -288 -3%
OIA
773
Optimum Investment Advisors
Illinois
$687K +$385 +5 +0.1%
BHIA
774
Birch Hill Investment Advisors
Massachusetts
$684K
CCM
775
Covington Capital Management
California
$684K +$154 +2 +0%