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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
851
Perigon Wealth Management
California
$722K -$11.8K -128 -2%
BHIA
852
Birch Hill Investment Advisors
Massachusetts
$722K
SB
853
Strategic Blueprint
Georgia
$722K +$118K +1,274 +19%
ATPW
854
Ashton Thomas Private Wealth
Arizona
$721K +$54.4K +588 +8%
DTL
855
Dynamic Technology Lab
Singapore
$717K +$724K +7,828 New
CCM
856
Compton Capital Management
Rhode Island
$716K +$9.25K +100 +1%
FTDI
857
First Trust Direct Indexing
Massachusetts
$714K +$721K +7,794 New
CPSAC
858
Chas P. Smith & Associates (CPS)
Florida
$713K +$32.9K +356 +5%
PA
859
PSI Advisors
Florida
$711K -$456K -4,926 -39%
9WM
860
9258 Wealth Management
Ohio
$710K -$16.4K -177 -2%
Vontobel Holding
861
Vontobel Holding
Switzerland
$709K +$700K +7,572 New
PSUF
862
People's United Financial
Connecticut
$708K -$21.6K -234 -3%
GCA
863
Greenwood Capital Associates
South Carolina
$707K +$328K +3,545 +85%
SWM
864
Segment Wealth Management
Texas
$704K +$39.8K +430 +6%
CTA
865
Chesley Taft & Associates
Illinois
$702K -$2.31K -25 -0.3%
HCM
866
HM Capital Management
Missouri
$698K +$706K +7,627 New
AWA
867
Arete Wealth Advisors
Illinois
$697K +$120K +1,297 +20%
LWAM
868
Legacy Wealth Asset Management
Minnesota
$694K +$701K +7,583 New
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$693K -$62.8K -679 -8%
HBT
870
Hills Bank & Trust
Iowa
$693K +$390K +4,219 +126%
AA
871
Ancora Advisors
Ohio
$690K +$61.4K +664 +10%
HSA
872
Hussman Strategic Advisors
Maryland
$687K
PTC
873
Philadelphia Trust Company
Pennsylvania
$686K
FFC
874
First Financial Corp
Indiana
$684K +$48.3K +522 +8%
FWP
875
FAS Wealth Partners
Kansas
$683K +$5.92K +64 +0.9%