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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
THWM
801
Taylor Hoffman Wealth Management
Virginia
$1.14M -$637 -7 -0.1%
BFO
802
Biltmore Family Office
North Carolina
$1.13M
HA
803
Hamel Associates
New Jersey
$1.13M -$308K -3,387 -23%
AWM
804
Allen Wealth Management
North Carolina
$1.13M +$1.06M +11,621 New
PAA
805
Peregrine Asset Advisers
Oregon
$1.12M -$16.6K -182 -2%
MLA
806
My Legacy Advisors
Oregon
$1.12M -$94.7K -1,041 -8%
WJWM
807
Williams Jones Wealth Management
New York
$1.12M -$105K -1,159 -9%
SPI
808
Sutton Place Investors
New York
$1.12M +$1.05M +11,513 New
DZ Bank
809
DZ Bank
Germany
$1.12M -$144K -1,582 -12%
IAS
810
Insigneo Advisory Services
Florida
$1.11M +$69.4K +763 +7%
FDS
811
First Dallas Securities
Texas
$1.1M +$1.04M +11,384 New
RWA
812
Rainsberger Wealth Advisors
Colorado
$1.1M +$6.82K +75 +0.7%
FPAS
813
Focus Partners Advisor Solutions
Missouri
$1.1M -$524K -5,764 -34%
PFSC
814
Peoples Financial Services Corp
Pennsylvania
$1.1M -$27.7K -305 -3%
WG
815
Welch Group
Alabama
$1.08M +$17.7K +195 +2%
EWM
816
Evermay Wealth Management
Virginia
$1.08M -$186K -2,043 -15%
SIA
817
Schechter Investment Advisors
Michigan
$1.08M +$15.7K +173 +2%
WAP
818
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$78.2K +860 +8%
LWP
819
LMG Wealth Partners
Louisiana
$1.07M
First Manhattan
820
First Manhattan
New York
$1.06M +$11.5K +126 +1%
NIM
821
NEOS Investment Management
Connecticut
$1.06M +$316K +3,472 +47%
SKK
822
Shepherd Kaplan Krochuk
Massachusetts
$1.06M -$39.8K -438 -4%
SLI
823
Sumitomo Life Insurance
Japan
$1.05M -$48.8K -537 -5%
AA
824
Advisory Alpha
Michigan
$1.05M +$44.5K +489 +5%
AIA
825
Arbor Investment Advisors
North Carolina
$1.05M -$16K -176 -2%