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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
851
Baker Ellis Asset Management
Washington
$550K +$352K +4,034 +161%
VFP
852
Verus Financial Partners
Virginia
$549K +$102K +1,170 +22%
FC
853
Forte Capital
New York
$546K +$10.5K +120 +2%
TC
854
Trilogy Capital
California
$546K +$567K +6,487 New
BFM
855
Boston Financial Management
Massachusetts
$544K
GCA
856
Gideon Capital Advisors
New York
$543K +$87.4K +1,000 +18%
CIM
857
CIM Investment Management
Pennsylvania
$542K -$9.26K -106 -2%
SIC
858
Shoker Investment Counsel
Ohio
$542K +$113K +1,289 +25%
APP
859
Avantax Planning Partners
Iowa
$536K -$81.3K -931 -13%
MCM
860
MAI Capital Management
Ohio
$536K -$28.5K -326 -5%
WSC
861
Wellington Shields & Co
New York
$534K +$1.05K +12 +0.2%
FBC
862
Fairfield, Bush & Co
Connecticut
$533K
UBV
863
United Bank (Virginia)
Virginia
$533K +$554K +6,339 New
JSL
864
JT Stratford LLC
Georgia
$532K -$34.9K -400 -6%
SFA
865
Sequoia Financial Advisors
Ohio
$532K +$25.2K +288 +5%
WG
866
Welch Group
Alabama
$532K +$152K +1,743 +38%
KC
867
Kingfisher Capital
North Carolina
$531K +$3.32K +38 +0.6%
CBU
868
CIBC Bank USA
Illinois
$530K +$2.01K +23 +0.4%
Luther King Capital Management (LKCM)
869
Luther King Capital Management (LKCM)
Texas
$529K +$15.1K +173 +3%
NCM
870
Novare Capital Management
North Carolina
$527K +$52.8K +604 +11%
EWF
871
Epstein & White Financial
California
$524K +$553K +6,333 New
SWM
872
SVA Wealth Management
Wisconsin
$523K -$155K -1,777 -22%
MSA
873
Marino Stram & Associates
Massachusetts
$523K +$543K +6,214 New
SFSG
874
Stearns Financial Services Group
North Carolina
$518K -$27.6K -316 -5%
Lido Advisors
875
Lido Advisors
California
$518K +$2.01K +23 +0.4%