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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
RBA
826
Richard Bernstein Advisors
New York
$605K
CGA
827
Crescent Grove Advisors
Illinois
$604K
WIC
828
Wilkins Investment Counsel
Massachusetts
$600K -$30.4K -348 -5%
IWM
829
IHT Wealth Management
Illinois
$591K +$252K +2,889 +67%
AIM
830
Aspen Investment Management
Michigan
$589K
BHWM
831
Bar Harbor Wealth Management
New Hampshire
$581K -$12.2K -140 -2%
S
832
SignatureFD
Georgia
$581K +$92K +1,053 +18%
MWAC
833
Mariner Wealth Advisors (Cincinnati)
Ohio
$578K -$41.6K -476 -6%
STA
834
Summit Trail Advisors
New York
$578K +$633K +7,243 New
CS
835
Comerica Securities
Michigan
$568K +$45K +515 +8%
FMW
836
Farr Miller & Washington
District of Columbia
$568K +$163K +1,864 +38%
BSW
837
Buckingham Strategic Wealth
Missouri
$565K +$109K +1,246 +23%
FRA
838
Front Row Advisors
California
$565K +$587K +6,716 New
Cetera Investment Advisers
839
Cetera Investment Advisers
Illinois
$562K -$11.6K -133 -2%
WT
840
Washington Trust
Rhode Island
$562K -$4.8K -55 -0.8%
AFG
841
Albion Financial Group
Utah
$560K
VCM
842
Virtue Capital Management
Tennessee
$557K +$578K +6,619 New
RC
843
RegentAtlantic Capital
New Jersey
$555K -$4.72K -54 -0.8%
HWM
844
Holloway Wealth Management
Florida
$555K
MHS
845
M Holdings Securities
Oregon
$554K -$120K -1,369 -17%
NGA
846
Naples Global Advisors
Florida
$553K +$6.12K +70 +1%
MA
847
MANA Advisors
New York
$553K +$574K +6,573 New
Mariner
848
Mariner
Kansas
$551K +$4.19K +48 +0.7%
SCA
849
Stokes Capital Advisors
South Carolina
$551K +$572K +6,552 New
FWP
850
FAS Wealth Partners
Kansas
$550K +$1.57K +18 +0.3%