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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
851
WhitTier Trust Company
Nevada
$423K – – –
RWA
852
River Wealth Advisors
Pennsylvania
$420K -$47.8K -558 -10%
ACM
853
Alethea Capital Management
Washington
$420K – – –
MMG
854
Monetary Management Group
Missouri
$418K -$15.7K -183 -4%
Members Trust
855
Members Trust
Florida
$417K +$856 +10 +0.2%
RMAM
856
Raab & Moskowitz Asset Management
New Jersey
$415K -$3.42K -40 -0.8%
B
857
BancorpSouth
Mississippi
$413K -$14.3K -167 -3%
FHC
858
First Heartland Consultants
Missouri
$412K +$10.1K +118 +2%
FMW
859
Farr Miller & Washington
District of Columbia
$410K – – –
SWM
860
Stockman Wealth Management
Montana
$405K +$15.9K +186 +4%
EFSCE
861
Enterprise Financial Services Corp (EFSC)
Missouri
$402K +$4.2K +49 +1%
FMWA
862
Forvis Mazars Wealth Advisors
Missouri
$402K +$14K +163 +4%
IIC
863
Integrated Investment Consultants
Michigan
$401K +$4.11K +48 +1%
TIA
864
Tiemann Investment Advisors
California
$400K – – –
CS
865
Credential Securities
$399K -$2.23K -26 -0.5%
CCM
866
Compton Capital Management
Rhode Island
$399K +$8.56K +100 +2%
HCMT
867
Highland Capital Management (Tennessee)
Tennessee
$398K -$5.57K -65 -1%
CFD
868
Creative Financial Designs
Indiana
$397K -$685 -8 -0.2%
ST
869
Spinnaker Trust
Maine
$396K -$5.22K -61 -1%
FTC
870
Farmers Trust Company
Ohio
$396K +$5.48K +64 +1%
RB
871
Rodgers Brothers
Pennsylvania
$395K – – –
DOA
872
D'Orazio & Associates
Virginia
$394K +$53.9K +629 +15%
JIP
873
Jaffetilchin Investment Partners
Florida
$391K +$399K +4,656 New
CCA
874
Cobblestone Capital Advisors
New York
$389K +$29.1K +340 +8%
OA
875
Outfitter Advisors
Virginia
$387K -$14.2K -166 -3%