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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
876
Cerro Pacific Wealth Advisors
California
$943K -$101K -919 -9%
AIL
877
AGF Investments LLC
Ontario, Canada
$939K -$8.91K -81 -0.9%
ONSWM
878
Old North State Wealth Management
North Carolina
$937K +$54.3K +494 +6%
Venture Visionary Partners
879
Venture Visionary Partners
Ohio
$930K +$3.08K +28 +0.3%
SCI
880
Stableford Capital II
Arizona
$925K -$45.9K -417 -5%
WBCM
881
Wilson & Boucher Capital Management
California
$921K -$39.4K -358 -4%
AF
882
Aldebaran Financial
$921K -$19.4K -176 -2%
NFSG
883
Newbridge Financial Services Group
Florida
$921K +$77.6K +706 +9%
WA
884
Wambolt & Associates
Colorado
$920K +$81.8K +744 +9%
LCM
885
Logan Capital Management
Pennsylvania
$912K +$109K +992 +13%
Great Valley Advisor Group
886
Great Valley Advisor Group
Delaware
$912K +$123K +1,121 +15%
APG
887
Abacus Planning Group
South Carolina
$908K +$6.27K +57 +0.7%
Clifford Swan Investment Counsel
888
Clifford Swan Investment Counsel
California
$908K +$25.4K +231 +3%
CAM
889
Centre Asset Management
New York
$907K -$9.9K -90 -1%
Grimes & Company
890
Grimes & Company
Massachusetts
$907K +$40.5K +368 +5%
SG
891
StoneX Group
New York
$906K +$149K +1,356 +19%
MW
892
Marcum Wealth
Ohio
$905K +$6.05K +55 +0.7%
TTWM
893
TCV Trust & Wealth Management
Virginia
$901K -$4.62K -42 -0.5%
AWA
894
Arete Wealth Advisors
Illinois
$899K -$399K -3,629 -30%
CBN
895
Cadence Bank NA
Texas
$899K -$260K -2,366 -22%
Moneta Group Investment Advisors
896
Moneta Group Investment Advisors
Missouri
$897K -$10.6K -96 -1%
ARMC
897
American Research & Management Company
Massachusetts
$893K – – –
TCA
898
Transcend Capital Advisors
New Jersey
$892K -$12K -109 -1%
CFN
899
Cordasco Financial Network
Florida
$891K +$37.5K +341 +4%
CA
900
Continuum Advisory
Idaho
$890K +$158K +1,436 +21%