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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Meridian Wealth Management
826
Meridian Wealth Management
Kentucky
$849K +$286K +2,844 +49%
SCI
827
Stableford Capital II
Arizona
$848K +$22.9K +228 +3%
CFD
828
Creative Financial Designs
Indiana
$846K +$77.1K +767 +10%
BFO
829
Biltmore Family Office
North Carolina
$845K -$23.7K -236 -3%
ARMC
830
American Research & Management Company
Massachusetts
$844K -$10K -100 -1%
BTWM
831
Baker Tilly Wealth Management
Wisconsin
$840K -$12.6K -125 -1%
EFSCE
832
Enterprise Financial Services Corp (EFSC)
Missouri
$840K +$107K +1,064 +14%
DP
833
Dearborn Partners
Illinois
$839K +$804 +8 +0.1%
BC
834
Barnett & Company
Tennessee
$839K +$634K +6,315 +290%
CCA
835
Checchi Capital Advisers
California
$837K -$20.5K -204 -2%
CAM
836
Centre Asset Management
New York
$836K – – –
Whittier Trust
837
Whittier Trust
California
$835K -$101K -1,004 -11%
RIA
838
Realta Investment Advisors
Delaware
$835K -$24.5K -244 -3%
Glenview Trust
839
Glenview Trust
Kentucky
$828K -$13.1K -130 -2%
IB
840
Intrust Bank
Kansas
$828K +$65.9K +656 +8%
BIA
841
Bigelow Investment Advisors
Maine
$822K – – –
JGUA
842
John G. Ullman & Associates
New York
$821K -$20.1K -200 -2%
BCM
843
BTR Capital Management
California
$821K – – –
Grimes & Company
844
Grimes & Company
Massachusetts
$821K +$1.1K +11 +0.1%
Arkadios Wealth Advisors
845
Arkadios Wealth Advisors
Georgia
$821K +$115K +1,145 +16%
BOPW
846
Brandywine Oak Private Wealth
Pennsylvania
$818K +$587K +5,846 +239%
MGAM
847
McGowan Group Asset Management
Texas
$817K +$832K +8,280 New
WGA
848
Weather Gauge Advisory
Virginia
$812K +$1.21K +12 +0.1%
WA
849
WBH Advisory
Maryland
$805K -$59.7K -594 -7%
SA
850
Strategic Advisors
New York
$802K +$75.1K +748 +10%