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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WG
826
Welch Group
Alabama
$970K
T
827
TCWP
Ohio
$969K -$36.7K -400 -4%
CB
828
CNB Bank
Pennsylvania
$968K -$46.4K -506 -4%
WA
829
Wambolt & Associates
Colorado
$968K +$20.1K +219 +2%
SIA
830
Schechter Investment Advisors
Michigan
$965K +$186K +2,026 +23%
MCA
831
MSH Capital Advisors
Arizona
$960K -$21K -229 -2%
BL
832
BFSG LLC
California
$959K +$56.4K +615 +6%
First Manhattan
833
First Manhattan
New York
$953K -$29K -316 -3%
IAIM
834
International Assets Investment Management
Florida
$949K +$166K +1,811 +21%
IAS
835
Insigneo Advisory Services
Florida
$945K +$43.3K +472 +5%
SCI
836
Stableford Capital II
Arizona
$938K -$3.67K -40 -0.4%
BTI
837
Blue Trust Inc
Georgia
$938K +$6.97K +76 +0.7%
PWG
838
Portside Wealth Group
Utah
$933K +$73.6K +803 +8%
PCMF
839
Private Capital Management (Florida)
Florida
$931K +$156K +1,700 +19%
GWANC
840
Guardian Wealth Advisors (North Carolina)
North Carolina
$931K +$86.1K +939 +10%
1SB
841
1ST Source Bank
Indiana
$928K -$3.85K -42 -0.4%
CWS
842
Confluence Wealth Services
Pennsylvania
$925K +$80.2K +875 +9%
HFM
843
Hartford Funds Management
Pennsylvania
$924K +$375K +4,092 +64%
CW
844
Connectus Wealth
Ohio
$923K -$10.3K -112 -1%
FIA
845
Foundations Investment Advisors
Arizona
$919K -$104K -1,136 -10%
AC
846
AXQ Capital
New Jersey
$918K +$953K +10,400 New
SC
847
Schulhoff & Co
Ohio
$918K -$29.8K -325 -3%
IF
848
Intrua Financial
Texas
$917K +$121K +1,325 +15%
KWA
849
Kellett Wealth Advisors
Ohio
$917K +$35K +382 +4%
CA
850
Continuum Advisory
Idaho
$914K +$21.9K +239 +2%