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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
NL
801
NVWM LLC
Pennsylvania
$890K +$8.64K +86 +1%
ACM
802
Ategra Capital Management
Virginia
$890K -$14.3K -142 -2%
WGAM
803
Wilkinson Global Asset Management
New York
$888K – – –
HFS
804
Horizon Financial Services
North Carolina
$882K -$257K -2,563 -22%
Clifford Swan Investment Counsel
805
Clifford Swan Investment Counsel
California
$881K – – –
DAM
806
Doheny Asset Management
California
$880K – – –
APG
807
Abacus Planning Group
South Carolina
$879K – – –
Integrated Wealth Concepts
808
Integrated Wealth Concepts
Massachusetts
$879K +$191K +1,906 +27%
KMWM
809
Keudell/Morrison Wealth Management
Oregon
$877K – – –
AWCI
810
Alpine Woods Capital Investors
New York
$875K -$112K -1,116 -11%
Empirical Finance
811
Empirical Finance
Pennsylvania
$874K +$147K +1,462 +20%
CTA
812
Chesley Taft & Associates
Illinois
$873K +$97.9K +975 +12%
Allstate Corporation
813
Allstate Corporation
Illinois
$872K -$185K -1,838 -17%
Crestwood Advisors Group
814
Crestwood Advisors Group
Massachusetts
$871K +$72.2K +719 +9%
SNT
815
Security National Trust
West Virginia
$870K +$43.9K +437 +5%
Chicago Capital
816
Chicago Capital
Illinois
$869K +$45.2K +450 +5%
TFS
817
TrustCore Financial Services
Tennessee
$868K +$26.7K +266 +3%
FWP
818
FAS Wealth Partners
Kansas
$868K +$151K +1,505 +21%
FPFS
819
First Personal Financial Services
North Carolina
$864K +$16.7K +166 +2%
Scotia Capital
820
Scotia Capital
Ontario, Canada
$858K -$235K -2,338 -21%
AA
821
Argent Advisors
Louisiana
$856K +$50.2K +500 +6%
GTCM
822
Gyon Technologies Capital Management
New Jersey
$853K -$185K -1,843 -18%
Apollon Wealth Management
823
Apollon Wealth Management
South Carolina
$852K -$37.5K -373 -4%
HM Payson & Co
824
HM Payson & Co
Maine
$850K -$83.9K -835 -9%
9WM
825
9258 Wealth Management
Ohio
$850K +$31.6K +315 +4%