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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
851
Perigon Wealth Management
California
$709K +$4.53K +55 +0.7%
ACM
852
Ategra Capital Management
Virginia
$708K +$659K +7,997 New
PSUF
853
People's United Financial
Connecticut
$705K -$53.6K -650 -8%
CAM
854
Carret Asset Management
New York
$702K -$6.18K -75 -0.9%
BIA
855
Bigelow Investment Advisors
Maine
$702K +$54K +655 +9%
FIM
856
Fruth Investment Management
Texas
$700K -$30.2K -366 -4%
BHIA
857
Birch Hill Investment Advisors
Massachusetts
$699K
Financial Engines Advisors
858
Financial Engines Advisors
California
$693K +$24.8K +301 +4%
HA
859
Hamel Associates
New Jersey
$685K
CCM
860
Compton Capital Management
Rhode Island
$683K -$4.7K -57 -0.7%
JIP
861
Jaffetilchin Investment Partners
Florida
$683K +$14.3K +173 +2%
MIA
862
MainStreet Investment Advisors
Illinois
$682K -$10.1K -123 -2%
CTA
863
Chesley Taft & Associates
Illinois
$681K -$82.4K -1,000 -12%
WPC
864
Waters Parkerson & Co
Louisiana
$677K
MAFM
865
Mid Atlantic Financial Management
Pennsylvania
$675K -$1.4K -17 -0.2%
EWA
866
EP Wealth Advisors
California
$671K -$84.9K -1,030 -12%
HSA
867
Hussman Strategic Advisors
Maryland
$664K
AFAS
868
Acorn Financial Advisory Services
Virginia
$664K +$173K +2,101 +39%
PTC
869
Philadelphia Trust Company
Pennsylvania
$663K -$1.65K -20 -0.3%
WP
870
WealthPLAN Partners
Nebraska
$659K -$824 -10 -0.1%
CPSAC
871
Chas P. Smith & Associates (CPS)
Florida
$658K -$26.6K -323 -4%
NB
872
Northwest Bancshares
Pennsylvania
$657K
FWP
873
FAS Wealth Partners
Kansas
$655K +$15.6K +189 +3%
EFSCE
874
Enterprise Financial Services Corp (EFSC)
Missouri
$653K +$247 +3 +0%
EWM
875
Endurance Wealth Management
Rhode Island
$649K +$11.1K +135 +2%