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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AP
826
Appleton Partners
Massachusetts
$317K +$66.7K +921 +26%
PFS
827
Prospera Financial Services
Texas
$317K +$319K +4,409 New
CB
828
Community Bank
New York
$310K – – –
BONST
829
Bank of Nova Scotia Trust
Ontario, Canada
$309K -$7.24K -100 -2%
HA
830
Halsey Associates
Connecticut
$308K – – –
W
831
Wealthquest
Ohio
$305K +$3.55K +49 +1%
HCA
832
Horan Capital Advisors
Ohio
$303K -$12.1K -167 -4%
PWLP
833
Prio Wealth Limited Partnership
Massachusetts
$303K – – –
GF
834
Gerstein Fisher
New York
$301K +$16K +221 +6%
WEC
835
Winslow Evans & Crocker
Massachusetts
$301K -$33.6K -464 -10%
FC
836
Forte Capital
New York
$300K +$1.81K +25 +0.6%
MA
837
MCF Advisors
Kentucky
$299K -$295K -4,075 -50%
CFA
838
Capstone Financial Advisors
Illinois
$298K -$30K -415 -9%
PCMI
839
Princeton Capital Management Inc
New Jersey
$296K -$32.6K -450 -10%
HCM
840
Horrell Capital Management
Arkansas
$296K – – –
BAM
841
Brave Asset Management
New Jersey
$295K – – –
SFA
842
Sequoia Financial Advisors
Ohio
$295K – – –
BDF
843
Balasa Dinverno & Foltz
$293K -$57.6K -795 -16%
CC
844
Cannell & Co
New York
$291K -$5.43K -75 -2%
PP
845
Prudential plc
United Kingdom
$291K – – –
MHS
846
M Holdings Securities
Oregon
$291K +$293K +4,048 New
GLI
847
Guardian Life Insurance
New York
$290K +$72.6K +1,002 +33%
AW
848
ACG Wealth
Georgia
$288K -$8.26K -114 -3%
PIA
849
Peachtree Investment Advisors
Georgia
$288K +$2.97K +41 +1%
EMG
850
Ellington Management Group
Connecticut
$288K +$290K +4,000 New