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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
826
Buckley Wealth Management
Nevada
$779K
SCI
827
Stableford Capital II
Arizona
$779K +$787K +8,503 New
AssetMark Inc
828
AssetMark Inc
California
$778K -$44.7K -483 -5%
DP
829
Dearborn Partners
Illinois
$776K -$5.83K -63 -0.7%
WA
830
WBH Advisory
Maryland
$774K -$3.79K -41 -0.5%
BB
831
Busey Bank
Illinois
$773K -$83.1K -898 -10%
CS
832
Capital Square
Tennessee
$771K +$134K +1,447 +21%
BCM
833
BTR Capital Management
California
$769K -$36.3K -392 -4%
FNC
834
First National Corp
Massachusetts
$767K -$32.3K -349 -4%
CC
835
Chicago Capital
Illinois
$765K +$2.22K +24 +0.3%
HSA
836
HBK Sorce Advisory
Pennsylvania
$765K +$24.4K +264 +3%
CSIC
837
Clifford Swan Investment Counsel
California
$756K +$8.51K +92 +1%
CB
838
Community Bank
New York
$750K -$11.2K -121 -1%
SFA
839
Souders Financial Advisors
Ohio
$746K +$6.47K +70 +0.9%
IAS
840
Investment Advisory Services
Texas
$743K +$4.16K +45 +0.6%
BIA
841
Bigelow Investment Advisors
Maine
$743K +$17.9K +194 +2%
IAIM
842
International Assets Investment Management
Florida
$743K +$443K +4,791 +144%
PTP
843
Platform Technology Partners
New York
$742K -$97K -1,049 -11%
ACM
844
Ategra Capital Management
Virginia
$740K +$7.77K +84 +1%
CAM
845
Cresset Asset Management
Illinois
$734K -$8.32K -90 -1%
WCM
846
Washington Capital Management
Washington
$733K -$1.39K -15 -0.2%
CAM
847
Carret Asset Management
New York
$726K
RDWM
848
Red Door Wealth Management
Tennessee
$726K +$80.2K +867 +12%
RA
849
RFG Advisory
Alabama
$725K +$121K +1,306 +19%
HFG
850
Heron Financial Group
New York
$724K +$19.1K +206 +3%