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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
776
Bar Harbor Wealth Management
New Hampshire
$592K -$33.6K -393 -5%
GVT
777
Genesee Valley Trust
New York
$592K +$207K +2,422 +52%
AIM
778
Aspen Investment Management
Michigan
$588K – – –
GT
779
Greenleaf Trust
Michigan
$583K +$182K +2,120 +44%
Cetera Investment Advisers
780
Cetera Investment Advisers
Illinois
$574K +$18.6K +217 +3%
WT
781
Washington Trust
Rhode Island
$566K +$11.6K +136 +2%
JSL
782
JT Stratford LLC
Georgia
$564K +$119K +1,386 +26%
MCM
783
MAI Capital Management
Ohio
$562K – – –
BB
784
Busey Bank
Illinois
$560K -$7.36K -86 -1%
AFG
785
Albion Financial Group
Utah
$559K – – –
RC
786
RegentAtlantic Capital
New Jersey
$558K -$3.85K -45 -0.7%
LIA
787
LBMC Investment Advisors
Tennessee
$558K +$74.6K +871 +15%
CIM
788
CIM Investment Management
Pennsylvania
$549K -$31.9K -372 -5%
FWP
789
FAS Wealth Partners
Kansas
$547K -$17.3K -202 -3%
FWM
790
Frontier Wealth Management
Missouri
$547K +$2.65K +31 +0.5%
Mariner
791
Mariner
Kansas
$546K -$52.3K -611 -9%
NGA
792
Naples Global Advisors
Florida
$546K +$5.31K +62 +1%
FAM
793
Formidable Asset Management
Ohio
$545K -$61.4K -717 -10%
SFSG
794
Stearns Financial Services Group
North Carolina
$544K -$49.7K -580 -8%
BFM
795
Boston Financial Management
Massachusetts
$543K -$21.4K -250 -4%
Lido Advisors
796
Lido Advisors
California
$542K +$97.9K +1,144 +23%
LA
797
LVW Advisors
New York
$536K +$547K +6,387 New
FC
798
Forte Capital
New York
$535K -$5.14K -60 -0.9%
WSC
799
Wellington Shields & Co
New York
$532K +$599 +7 +0.1%
DWM
800
Darwin Wealth Management
Florida
$532K +$22.8K +266 +4%