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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CB
826
Community Bank
New York
$470K -$5.48K -64 -1%
PI
827
PineBridge Investments
New York
$464K -$38.1K -445 -7%
BSW
828
Buckingham Strategic Wealth
Missouri
$459K -$41.6K -486 -8%
GCA
829
Gideon Capital Advisors
New York
$458K +$467K +5,458 New
TBA
830
Tower Bridge Advisors
Pennsylvania
$455K – – –
ADL
831
Asset Dedication LLC
California
$455K +$28.5K +333 +7%
AR
832
Advisory Research
Illinois
$454K -$40.8K -477 -8%
CA
833
Continuum Advisory
Idaho
$454K -$21.4K -250 -4%
BC
834
Burney Company
Virginia
$453K -$30K -350 -6%
VFP
835
Verus Financial Partners
Virginia
$450K -$171 -2 -0%
FIM
836
Frontier Investment Management
Texas
$450K +$7.11K +83 +2%
BTNA
837
Bremer Trust National Association
Minnesota
$448K +$7.11K +83 +2%
MWPCG
838
Measured Wealth Private Client Group
New Hampshire
$445K +$454K +5,308 New
ACA
839
Anchor Capital Advisors
Massachusetts
$443K -$111K -1,300 -20%
WDA
840
Wendell David Associates
New Hampshire
$435K +$12.8K +150 +3%
SIC
841
Shoker Investment Counsel
Ohio
$432K +$55.3K +646 +14%
BOTW
842
Bank of the West
California
$431K +$103K +1,200 +31%
VIA
843
Vident Investment Advisory
Georgia
$431K +$439K +5,130 New
MWM
844
Meridian Wealth Management
Kentucky
$430K -$21.1K -246 -5%
IAMOG
845
Investors Asset Management of Georgia
Georgia
$429K -$28.5K -333 -6%
QAM
846
Quantres Asset Management
Cayman Islands
$428K +$8.56K +100 +2%
BKA
847
Brick & Kyle Associates
Pennsylvania
$427K – – –
WTB
848
Washington Trust Bank
Washington
$425K +$111K +1,301 +35%
ACI
849
Alpha Cubed Investments
California
$424K -$59.2K -692 -12%
CT
850
Coastline Trust
Rhode Island
$424K +$42.8K +500 +11%