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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
851
Carret Asset Management
New York
$795K +$12.1K +120 +2%
Vanguard Personalized Indexing Management
852
Vanguard Personalized Indexing Management
California
$794K +$415K +4,130 +106%
SIM
853
Sentry Investment Management
Wisconsin
$793K +$113K +1,120 +16%
FNBOSM
854
First National Bank of South Miami
Florida
$793K +$113K +1,123 +16%
HSA
855
HBK Sorce Advisory
Pennsylvania
$789K -$9.95K -99 -1%
LWAM
856
Legacy Wealth Asset Management
Minnesota
$788K +$19.7K +196 +3%
WCM
857
Washington Capital Management
Washington
$786K -$5.02K -50 -0.6%
CWP
858
Concord Wealth Partners
Virginia
$784K +$83.2K +828 +12%
PWM
859
Perigon Wealth Management
California
$783K +$8.74K +87 +1%
WWM
860
Western Wealth Management
Colorado
$783K +$52.6K +524 +7%
SS
861
Simplicity Solutions
Minnesota
$782K +$98.3K +978 +14%
CFN
862
Cordasco Financial Network
Florida
$781K -$23.2K -231 -3%
WP
863
WealthPLAN Partners
Nebraska
$780K +$33.3K +331 +5%
Wolverine Trading
864
Wolverine Trading
Illinois
$780K +$175K +1,740 +28%
BHIA
865
Birch Hill Investment Advisors
Massachusetts
$779K
Bank Julius Baer & Co
866
Bank Julius Baer & Co
Switzerland
$775K -$63.3K -630 -7%
CPSAC
867
Chas P. Smith & Associates (CPS)
Florida
$773K +$34.6K +344 +5%
MAM
868
Madison Asset Management
Wisconsin
$765K
IWA
869
Intercontinental Wealth Advisors
Texas
$764K -$61.4K -611 -7%
TTWM
870
TCV Trust & Wealth Management
Virginia
$761K +$804 +8 +0.1%
MAFM
871
Mid Atlantic Financial Management
Pennsylvania
$760K +$10.3K +103 +1%
SWM
872
Segment Wealth Management
Texas
$759K
Capstone Investment Advisors
873
Capstone Investment Advisors
New York
$756K +$769K +7,658 New
IAS
874
Investment Advisory Services
Texas
$755K +$769K +7,650 New
ATPW
875
Ashton Thomas Private Wealth
Arizona
$755K +$2.81K +28 +0.4%