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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HA
851
Hamel Associates
New Jersey
$625K -$64.3K -700 -8%
SLF
852
Sun Life Financial
Ontario, Canada
$625K -$19.4K -211 -3%
WA
853
Wealth Alliance
New York
$625K +$710K +7,732 New
Edgewood Management
854
Edgewood Management
Connecticut
$623K -$2.76K -30 -0.4%
FMW
855
Farr Miller & Washington
District of Columbia
$623K +$75K +816 +12%
HSA
856
HBK Sorce Advisory
Pennsylvania
$620K -$65.8K -716 -9%
SFG
857
Summit Financial Group
West Virginia
$620K -$10K -109 -1%
SXL
858
Summit X LLC
Missouri
$619K +$25.6K +279 +4%
WPC
859
Waters Parkerson & Co
Louisiana
$618K
JGUA
860
John G. Ullman & Associates
New York
$616K -$3.21M -34,963 -82%
HFG
861
Heron Financial Group
New York
$610K +$12K +131 +2%
FG
862
Fiduciary Group
Georgia
$610K +$57.5K +626 +9%
SFP
863
Shepherd Financial Partners
Massachusetts
$609K -$1.31M -14,221 -65%
CFD
864
Creative Financial Designs
Indiana
$608K -$54.2K -590 -7%
FNBOSM
865
First National Bank of South Miami
Florida
$607K
EGM
866
Engineers Gate Manager
New York
$606K -$136K -1,482 -17%
AWM
867
Avior Wealth Management
Nebraska
$605K +$66K +718 +11%
SSB
868
Sandy Spring Bank
Maryland
$604K -$61.4K -668 -8%
CAG
869
Csenge Advisory Group
Florida
$597K +$131K +1,427 +24%
OPA
870
Old Port Advisors
Maine
$596K +$2.66K +29 +0.4%
TW
871
Transform Wealth
Colorado
$594K +$13.8K +150 +2%
MA
872
Mutual Advisors
Nebraska
$593K +$80.6K +878 +14%
EFSCE
873
Enterprise Financial Services Corp (EFSC)
Missouri
$591K +$13K +141 +2%
BOTW
874
Bank of the West
California
$591K +$74.4K +810 +12%
PA
875
Parallel Advisors
California
$588K -$13.5K -147 -2%