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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
826
LongView Wealth Management
Georgia
$1.46M +$442K +3,972 +46%
CWM
827
Cornerstone Wealth Management
Missouri
$1.46M -$13.6K -122 -1%
BMA
828
Brooks Moore & Associates
Tennessee
$1.45M +$1.34K +12 +0.1%
BO
829
Bank OZK
Arkansas
$1.45M +$5.45K +49 +0.4%
GVAG
830
Great Valley Advisor Group
Delaware
$1.45M -$10.4K -93 -0.7%
HTC
831
Haverford Trust Company
Pennsylvania
$1.45M +$102K +912 +8%
FFA
832
Farther Finance Advisors
California
$1.45M +$501K +4,500 +56%
FMI
833
F/M Investments
District of Columbia
$1.44M -$154K -1,381 -10%
NFC
834
Northeast Financial Consultants
Connecticut
$1.43M +$5.57K +50 +0.4%
EM
835
Excalibur Management
Massachusetts
$1.43M -$6.01K -54 -0.4%
CAM
836
Columbia Asset Management
Michigan
$1.43M +$52.9K +475 +4%
AFG
837
Atomi Financial Group
New York
$1.43M +$34.5K +310 +3%
RFA
838
ROI Financial Advisors
Oregon
$1.43M +$17.5K +157 +1%
VT
839
Vise Technologies
New York
$1.42M +$310K +2,781 +29%
VIM
840
Vinva Investment Management
Australia
$1.42M -$149K -1,339 -10%
NL
841
NVWM LLC
Pennsylvania
$1.42M -$15.7K -141 -1%
AWM
842
Allen Wealth Management
North Carolina
$1.42M +$21.7K +195 +2%
LWA
843
Lineweaver Wealth Advisors
Ohio
$1.42M +$38.3K +344 +3%
BHA
844
Beech Hill Advisors
New York
$1.41M -$132K -1,184 -9%
MFIM
845
Mesirow Financial Investment Management
Illinois
$1.41M +$18.7K +168 +1%
WJWM
846
Williams Jones Wealth Management
New York
$1.41M +$90K +809 +7%
SOS
847
Silver Oak Securities
Tennessee
$1.4M -$128K -1,150 -9%
FFN
848
Focus Financial Network
Minnesota
$1.4M -$17.4K -156 -1%
WG
849
Welch Group
Alabama
$1.4M -$21.3K -191 -2%
Kovitz Investment Group Partners
850
Kovitz Investment Group Partners
Illinois
$1.39M -$25.6K -230 -1%