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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Mission Wealth Management
California
$1.96M -$65K -520 -3%
CHC
827
City Holding Co
West Virginia
$1.95M -$63.1K -505 -3%
GAM
828
Grandview Asset Management
Pennsylvania
$1.95M +$7.13K +57 +0.4%
UCB
829
United Community Bank
South Carolina
$1.95M -$29.8K -238 -2%
PPW
830
Parcion Private Wealth
Washington
$1.94M +$6.88K +55 +0.4%
SAI
831
Savvy Advisors Inc
New York
$1.93M +$383K +3,060 +26%
MWM
832
Modern Wealth Management
Kansas
$1.93M +$120K +961 +7%
VA
833
VestGen Advisors
Illinois
$1.91M +$323K +2,585 +20%
BSA
834
Bull Street Advisors
Georgia
$1.91M -$9.38K -75 -0.5%
CWS
835
Confluence Wealth Services
Pennsylvania
$1.91M +$38K +304 +2%
SC
836
Scotia Capital
Ontario, Canada
$1.91M +$379K +3,030 +26%
PWW
837
Pettyjohn Wood & White
Virginia
$1.9M -$20.8K -166 -1%
CI Investments Inc
838
CI Investments Inc
Ontario, Canada
$1.9M +$54.1K +433 +3%
Man Group
839
Man Group
United Kingdom
$1.9M -$42.7M -341,523 -96%
LOAMS
840
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.9M +$200K +1,600 +12%
PWP
841
Private Wealth Partners
California
$1.9M +$2.25K +18 +0.1%
BAM
842
Blueshift Asset Management
New Jersey
$1.89M +$1.81M +14,467 New
BFO
843
Biltmore Family Office
North Carolina
$1.89M -$5.38K -43 -0.3%
VCM
844
Voleon Capital Management
California
$1.89M +$1.8M +14,415 New
CWP
845
Concord Wealth Partners
Virginia
$1.89M +$231K +1,845 +15%
WA
846
WealthTrust Axiom
Pennsylvania
$1.89M +$125 +1 +0%
BL
847
BFSG LLC
California
$1.87M +$14.8K +118 +0.8%
RFA
848
ROI Financial Advisors
Oregon
$1.87M +$85.9K +687 +5%
BHBT
849
Burke & Herbert Bank & Trust
Virginia
$1.87M
MCA
850
MSH Capital Advisors
Arizona
$1.86M +$15K +120 +0.8%