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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
851
Fisher Asset Management
Washington
$404K +$180K +2,351 +83%
FTC
852
Farmers Trust Company
Ohio
$403K +$2.83K +37 +0.7%
WTC
853
WhitTier Trust Company
Nevada
$402K -$49.4K -645 -11%
SFG
854
SNS Financial Group
Minnesota
$401K +$107K +1,398 +37%
CFD
855
Creative Financial Designs
Indiana
$399K +$394K +5,141 New
WTB
856
Washington Trust Bank
Washington
$398K +$42.7K +557 +12%
RWA
857
Ropes Wealth Advisors
Massachusetts
$397K +$10.7K +140 +3%
FAT
858
First American Trust
California
$395K -$2.85M -37,209 -88%
DWM
859
Destination Wealth Management
California
$394K -$6.82K -89 -2%
DCM
860
Donaldson Capital Management
Indiana
$394K -$306 -4 -0.1%
HCMT
861
Highland Capital Management (Tennessee)
Tennessee
$394K – – –
WDA
862
Wendell David Associates
New Hampshire
$390K – – –
SWM
863
Stockman Wealth Management
Montana
$389K +$306 +4 +0.1%
PI
864
PineBridge Investments
New York
$389K +$146K +1,903 +61%
KFC
865
Klingenstein Fields & Co
New York
$386K +$1.61K +21 +0.4%
CS
866
Credential Securities
$383K -$12.6K -165 -3%
OA
867
Outfitter Advisors
Virginia
$381K – – –
RC
868
RegentAtlantic Capital
New Jersey
$380K +$1.92K +25 +0.5%
ADL
869
Asset Dedication LLC
California
$379K – – –
KC
870
Kingfisher Capital
North Carolina
$379K +$153 +2 +0%
MCM
871
Marathon Capital Management
Maryland
$378K – – –
WCM
872
Windsor Capital Management
Arizona
$372K +$2.3K +30 +0.6%
AMM
873
American Money Management
California
$368K – – –
IIC
874
Integrated Investment Consultants
Michigan
$367K +$61.1K +798 +20%
ACP
875
Aviance Capital Partners
Florida
$365K -$12.7K -166 -3%