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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
776
Lineweaver Wealth Advisors
Ohio
$1.9M +$139K +1,177 +8%
MAS
777
Meeder Advisory Services
Ohio
$1.9M +$171K +1,446 +10%
SP
778
SWS Partners
Ohio
$1.9M -$80.9K -686 -4%
JWM
779
Jeppson Wealth Management
California
$1.88M -$22.9K -194 -1%
AO
780
Advisor OS
Illinois
$1.88M +$256K +2,173 +16%
Donaldson Capital Management
781
Donaldson Capital Management
Indiana
$1.88M -$272K -2,303 -13%
Advisory Alpha
782
Advisory Alpha
Michigan
$1.88M -$8.38K -71 -0.4%
Mission Wealth Management
783
Mission Wealth Management
California
$1.88M +$6.61K +56 +0.4%
KTM
784
Keeler Thomas Management
Utah
$1.87M +$1.87M +15,879 New
BI
785
Ballast Inc
Kentucky
$1.87M +$7.91K +67 +0.4%
B. Metzler seel. Sohn & Co
786
B. Metzler seel. Sohn & Co
Germany
$1.87M – – –
WAP
787
Wealthcare Advisory Partners
Pennsylvania
$1.87M +$15.3K +130 +0.8%
PTC
788
Private Trust Company
Ohio
$1.87M +$28.1K +238 +2%
TBA
789
Tower Bridge Advisors
Pennsylvania
$1.85M +$375K +3,175 +25%
Grantham, Mayo, Van Otterloo & Co (GMO)
790
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.84M +$712K +6,030 +63%
WWMSC
791
Wagner Wealth Management (South Carolina)
South Carolina
$1.83M +$64.4K +546 +4%
GIC
792
Generali Investments CEE
Czech Republic
$1.83M – – –
First National Trust
793
First National Trust
Pennsylvania
$1.82M -$24.8K -210 -1%
GH
794
GAM Holding
Switzerland
$1.82M +$4.6K +39 +0.3%
TC
795
TownSquare Capital
Utah
$1.81M -$12.8M -108,079 -88%
Confluence Wealth Services
796
Confluence Wealth Services
Pennsylvania
$1.8M -$1.77K -15 -0.1%
CC
797
Cornerstone Capital
California
$1.8M -$840K -7,115 -32%
RC
798
Rahlfs Capital
Texas
$1.8M -$23.6K -200 -1%
IAN
799
Integrated Advisors Network
Texas
$1.8M -$82.6K -700 -4%
SGI
800
Summit Global Investments
Utah
$1.79M +$952K +8,068 +113%