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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
876
Ashton Thomas Private Wealth
Arizona
$645K +$77.6K +942 +15%
FFS
877
Founders Financial Securities
Maryland
$644K -$156K -1,888 -21%
LNWWM
878
Laird Norton Wetherby Wealth Management
California
$643K -$60.6K -735 -9%
SWM
879
Segment Wealth Management
Texas
$643K -$6.92K -84 -1%
OPA
880
Old Port Advisors
Maine
$640K -$10.2K -124 -2%
SFG
881
Summit Financial Group
West Virginia
$638K -$5.44K -66 -0.9%
CK
882
Cohen Klingenstein
New York
$638K
FHB
883
First Hawaiian Bank
Hawaii
$636K +$200K +2,431 +51%
Bank Julius Baer & Co
884
Bank Julius Baer & Co
Switzerland
$636K +$216K +2,617 +57%
SG
885
StoneX Group
New York
$635K +$43.9K +532 +8%
WIC
886
Whitegate Investment Counselors
New Hampshire
$631K -$165K -2,000 -22%
FG
887
Fiduciary Group
Georgia
$627K -$47.1K -572 -7%
FRA
888
Front Row Advisors
California
$626K +$247 +3 +0%
RDWM
889
Red Door Wealth Management
Tennessee
$624K +$16.5K +200 +3%
TC
890
TownSquare Capital
Utah
$621K -$60.4K -733 -10%
AWM
891
Apollon Wealth Management
South Carolina
$621K +$171K +2,071 +42%
EWM
892
Elmwood Wealth Management
California
$620K
CFD
893
Creative Financial Designs
Indiana
$620K +$17.1K +208 +3%
HC
894
Henshaw Capital
Massachusetts
$617K +$6.51K +79 +1%
GAMC
895
Garner Asset Management Corp
Texas
$617K -$23.5K -285 -4%
CS
896
Capital Square
Tennessee
$617K +$69.3K +841 +14%
FMW
897
Farr Miller & Washington
District of Columbia
$616K +$4.95K +60 +0.9%
FFC
898
First Financial Corp
Indiana
$615K -$20.6K -250 -3%
HCM
899
Hengehold Capital Management
Ohio
$615K +$47.9K +581 +9%
SLF
900
Sun Life Financial
Ontario, Canada
$613K -$69.2K -839 -11%