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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
801
Weld Capital Management
New York
$819K +$762K +9,244 New
GC
802
Grimes & Company
Massachusetts
$818K -$3.63K -44 -0.5%
MFG
803
MidWestOne Financial Group
Iowa
$815K +$350K +4,245 +86%
SCA
804
Snowden Capital Advisors
New York
$813K -$27.9K -338 -4%
PTP
805
Platform Technology Partners
New York
$811K +$61.9K +751 +9%
DFG
806
Demars Financial Group
Washington
$809K +$10.3K +125 +1%
CAM
807
Centre Asset Management
New York
$809K +$249K +3,020 +49%
WG
808
Welch Group
Alabama
$807K -$92.2K -1,118 -11%
PCM
809
Parsons Capital Management
Rhode Island
$806K -$12K -146 -2%
BHC
810
Bowen Hanes & Co
Florida
$804K -$27.5K -334 -4%
IWM
811
IHT Wealth Management
Illinois
$803K +$52.5K +637 +8%
TTWM
812
TCV Trust & Wealth Management
Virginia
$798K
Fiera Capital (Canada)
813
Fiera Capital (Canada)
Quebec, Canada
$797K
Fisher Asset Management
814
Fisher Asset Management
Washington
$797K +$365K +4,427 +97%
AssetMark Inc
815
AssetMark Inc
California
$796K +$5.52K +67 +0.8%
SFA
816
Souders Financial Advisors
Ohio
$785K +$26.5K +321 +4%
GT
817
Greenleaf Trust
Michigan
$783K -$116K -1,413 -14%
BCM
818
BTR Capital Management
California
$779K +$74.2K +900 +11%
MAM
819
Madison Asset Management
Wisconsin
$775K
APG
820
Abacus Planning Group
South Carolina
$769K +$3.63K +44 +0.5%
DT
821
Diversified Trust
Tennessee
$769K +$251K +3,044 +54%
VFP
822
Verus Financial Partners
Virginia
$769K +$458K +5,555 +177%
ACS
823
Archford Capital Strategies
Illinois
$768K +$211K +2,563 +42%
GT
824
Glenview Trust
Kentucky
$762K -$12.4K -150 -2%
TFS
825
TrustCore Financial Services
Tennessee
$762K