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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WGA
801
Weather Gauge Advisory
Virginia
$836K -$149K -1,606 -15%
KMWM
802
Keudell/Morrison Wealth Management
Oregon
$833K -$45.4K -491 -5%
PCM
803
Parsons Capital Management
Rhode Island
$832K -$1.67K -18 -0.2%
BHC
804
Bowen Hanes & Co
Florida
$831K
Bank Julius Baer & Co
805
Bank Julius Baer & Co
Switzerland
$827K +$171K +1,854 +26%
LNWWM
806
Laird Norton Wetherby Wealth Management
California
$826K +$163K +1,765 +24%
WWMSC
807
Wagner Wealth Management (South Carolina)
South Carolina
$826K +$834K +9,020 New
CFN
808
Cordasco Financial Network
Florida
$824K -$76.5K -827 -8%
Fiera Capital (Canada)
809
Fiera Capital (Canada)
Quebec, Canada
$824K
ECA
810
Elevated Capital Advisors
Utah
$813K -$58.4K -631 -7%
CICI
811
Capital Investment Counsel Inc
North Carolina
$812K -$63.7K -689 -7%
FPFS
812
First Personal Financial Services
North Carolina
$811K +$50.7K +548 +7%
RCAG
813
Rehmann Capital Advisory Group
Michigan
$811K -$64.7K -699 -7%
JG
814
Jefferies Group
New York
$809K +$817K +8,836 New
BFO
815
Biltmore Family Office
North Carolina
$805K -$190K -2,056 -19%
WA
816
Wealth Alliance
New York
$803K +$50.5K +546 +7%
MAM
817
Madison Asset Management
Wisconsin
$802K
IWA
818
Intercontinental Wealth Advisors
Texas
$800K -$192K -2,071 -19%
SCM
819
Stevens Capital Management
Pennsylvania
$800K +$808K +8,739 New
BSW
820
Buckingham Strategic Wealth
Missouri
$797K +$35.3K +382 +5%
APG
821
Abacus Planning Group
South Carolina
$793K -$2.59K -28 -0.3%
TFS
822
TrustCore Financial Services
Tennessee
$788K
CCA
823
Checchi Capital Advisers
California
$786K +$23K +249 +3%
NL
824
NVWM LLC
Pennsylvania
$784K +$24.1K +260 +3%
JGUA
825
John G. Ullman & Associates
New York
$780K