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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
876
TCV Trust & Wealth Management
Virginia
$680K -$146K -1,583 -18%
EWM
877
Endurance Wealth Management
Rhode Island
$680K +$9.25K +100 +1%
MAFM
878
Mid Atlantic Financial Management
Pennsylvania
$680K +$32.2K +348 +5%
NB
879
Northwest Bancshares
Pennsylvania
$679K
EFSCE
880
Enterprise Financial Services Corp (EFSC)
Missouri
$678K +$2.04K +22 +0.3%
EF
881
Empirical Finance
Pennsylvania
$676K +$122K +1,316 +22%
Financial Engines Advisors
882
Financial Engines Advisors
California
$675K -$41.5K -449 -6%
Fisher Asset Management
883
Fisher Asset Management
Washington
$674K -$151K -1,636 -18%
JIP
884
Jaffetilchin Investment Partners
Florida
$673K -$32.8K -355 -5%
FIM
885
Fruth Investment Management
Texas
$672K -$52.4K -566 -7%
FMW
886
Farr Miller & Washington
District of Columbia
$668K +$31.5K +340 +5%
1IA
887
1834 Investment Advisors
Wisconsin
$660K +$56.5K +611 +9%
WP
888
WealthPLAN Partners
Nebraska
$659K -$1.29K -14 -0.2%
CK
889
Cohen Klingenstein
New York
$659K
GAMC
890
Garner Asset Management Corp
Texas
$659K +$20.4K +220 +3%
Capstone Investment Advisors
891
Capstone Investment Advisors
New York
$657K +$663K +7,171 New
SFG
892
Summit Financial Group
West Virginia
$656K -$3.15K -34 -0.5%
SB
893
Sunflower Bank
Texas
$656K +$663K +7,168 New
CFMC
894
Curbstone Financial Management Corp
New Hampshire
$653K +$102K +1,100 +18%
BDF
895
Balasa Dinverno & Foltz
$650K +$203K +2,191 +45%
BTWM
896
Baker Tilly Wealth Management
Wisconsin
$650K +$656K +7,097 New
TW
897
Transform Wealth
Colorado
$647K +$75.2K +813 +13%
HIIFS
898
Harel Insurance Investments & Financial Services
Israel
$645K
HC
899
Henshaw Capital
Massachusetts
$645K +$6.66K +72 +1%
CFD
900
Creative Financial Designs
Indiana
$644K +$3.05K +33 +0.5%