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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
826
Rampart Investment Management
Connecticut
$562K -$28.5K -371 -5%
BHWM
827
Bar Harbor Wealth Management
New Hampshire
$559K +$15.4K +200 +3%
SFA
828
Sequoia Financial Advisors
Ohio
$559K +$28.8K +374 +6%
BB
829
Busey Bank
Illinois
$556K +$23.8K +309 +5%
Luther King Capital Management (LKCM)
830
Luther King Capital Management (LKCM)
Texas
$554K – – –
MCM
831
MAI Capital Management
Ohio
$553K +$58.4K +759 +12%
EWF
832
Epstein & White Financial
California
$551K +$4.92K +64 +1%
B
833
Bellecapital
Switzerland
$543K +$1.46K +19 +0.3%
CGA
834
Crescent Grove Advisors
Illinois
$543K +$76.9K +1,000 +17%
FFBTD
835
First Financial Bank - Trust Division
Ohio
$542K -$78K -1,014 -13%
TFS
836
TrustCore Financial Services
Tennessee
$539K -$1.92K -25 -0.4%
FWM
837
Frontier Wealth Management
Missouri
$538K -$53K -689 -9%
BSW
838
Buckingham Strategic Wealth
Missouri
$538K +$43.7K +568 +9%
CS
839
Comerica Securities
Michigan
$537K +$45K +585 +9%
JSL
840
JT Stratford LLC
Georgia
$537K +$46.9K +610 +10%
PA
841
Parallel Advisors
California
$536K +$78.8K +1,024 +18%
FMW
842
Farr Miller & Washington
District of Columbia
$534K – – –
DIM
843
DC Investments Management
Virginia
$529K -$401K -5,215 -44%
GP
844
Girard Partners
Pennsylvania
$528K -$237K -3,075 -32%
CB
845
CNB Bank
Pennsylvania
$528K +$14.3K +186 +3%
CF
846
Centaurus Financial
California
$528K +$338K +4,391 +192%
AFG
847
Albion Financial Group
Utah
$527K – – –
AIM
848
Aspen Investment Management
Michigan
$524K -$9.61K -125 -2%
LFA
849
Legacy Financial Advisors
Kentucky
$524K +$15.6K +203 +3%
RWA
850
Ropes Wealth Advisors
Massachusetts
$523K +$198K +2,568 +63%