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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
801
Parsons Capital Management
Rhode Island
$739K +$591 +7 +0.1%
MA
802
Mutual Advisors
Nebraska
$737K +$160K +1,889 +26%
IWP
803
Icon Wealth Partners
Texas
$736K +$779K +9,217 New
CAM
804
Cresset Asset Management
Illinois
$734K -$38.3K -453 -5%
B
805
Barings
North Carolina
$733K
MOS
806
MGO One Seven
Ohio
$732K -$32.4K -384 -4%
WIC
807
Whitegate Investment Counselors
New Hampshire
$729K +$1.94K +23 +0.3%
FNC
808
First National Corp
Massachusetts
$727K -$40.5K -479 -5%
TTWM
809
TCV Trust & Wealth Management
Virginia
$720K +$28.1K +333 +4%
DFG
810
Demars Financial Group
Washington
$720K +$234K +2,769 +44%
Fiera Capital (Canada)
811
Fiera Capital (Canada)
Quebec, Canada
$719K -$232K -2,744 -23%
WAM
812
Wealthspire Advisors (Maryland)
Maryland
$718K +$170K +2,015 +29%
9WM
813
9258 Wealth Management
Ohio
$716K -$27.5K -326 -4%
FPFS
814
First Personal Financial Services
North Carolina
$713K -$23.2K -275 -3%
AssetMark Inc
815
AssetMark Inc
California
$712K -$1.84M -21,806 -71%
BFEC
816
Benjamin F. Edwards & Company
Missouri
$711K +$86.1K +1,019 +13%
CICI
817
Capital Investment Counsel Inc
North Carolina
$708K -$58.2K -689 -7%
GT
818
Glenview Trust
Kentucky
$700K
MAM
819
Madison Asset Management
Wisconsin
$699K +$220K +2,600 +42%
CTA
820
Chesley Taft & Associates
Illinois
$694K -$106K -1,250 -13%
WA
821
WBH Advisory
Maryland
$694K +$6.08K +72 +0.8%
APG
822
Abacus Planning Group
South Carolina
$691K +$145K +1,719 +25%
PSUF
823
People's United Financial
Connecticut
$688K -$39.5K -467 -5%
EWA
824
EP Wealth Advisors
California
$687K -$110K -1,301 -13%
TFS
825
TrustCore Financial Services
Tennessee
$687K -$10.6K -126 -1%