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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
876
Mid Atlantic Financial Management
Pennsylvania
$760K +$10.3K +103 +1%
SWM
877
Segment Wealth Management
Texas
$759K
Capstone Investment Advisors
878
Capstone Investment Advisors
New York
$756K +$769K +7,658 New
IAS
879
Investment Advisory Services
Texas
$755K +$769K +7,650 New
ATPW
880
Ashton Thomas Private Wealth
Arizona
$755K +$2.81K +28 +0.4%
CCM
881
Compton Capital Management
Rhode Island
$752K -$20.1K -200 -3%
BWM
882
Buckley Wealth Management
Nevada
$751K -$23.4K -233 -3%
KIA
883
KCM Investment Advisors
California
$750K -$223K -2,223 -23%
ACA
884
Aptus Capital Advisors
Alabama
$750K +$238K +2,369 +45%
FFC
885
First Financial Corp
Indiana
$749K -$9.14K -91 -1%
NICM
886
Neo Ivy Capital Management
New York
$746K +$759K +7,552 New
DT
887
Diversified Trust
Tennessee
$745K -$34.6K -344 -4%
CAN
888
Claraphi Advisory Network
United States
$737K +$232K +2,308 +45%
SXL
889
Summit X LLC
Missouri
$735K +$27.8K +277 +4%
PSUF
890
People's United Financial
Connecticut
$732K -$18.1K -180 -2%
WIC
891
Whitegate Investment Counselors
New Hampshire
$729K +$39.4K +392 +6%
IMOV
892
Investment Management of Virginia
Virginia
$728K -$2.31K -23 -0.3%
CCP
893
Corient Capital Partners
California
$728K +$66.8K +665 +10%
FNC
894
First National Corp
Massachusetts
$727K +$31.1K +310 +4%
BB
895
Busey Bank
Illinois
$722K -$112K -1,111 -13%
PCM
896
Parsons Capital Management
Rhode Island
$722K -$83.7K -833 -10%
RA
897
RFG Advisory
Alabama
$722K -$80.6K -802 -10%
LCM
898
Logan Capital Management
Pennsylvania
$722K +$81.3K +809 +12%
FHC
899
First Heartland Consultants
Missouri
$722K +$289K +2,879 +65%
FMW
900
Farr Miller & Washington
District of Columbia
$720K