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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
876
Realta Investment Advisors
Delaware
$837K +$5.26K +49 +0.5%
FNBTCON
877
First National Bank & Trust Co of Newtown
Pennsylvania
$835K -$5.37K -50 -0.6%
MLA
878
My Legacy Advisors
Oregon
$835K +$170K +1,580 +20%
AssetMark Inc
879
AssetMark Inc
California
$834K +$919K +8,554 +2,097%
MS
880
Madden Securities
Texas
$830K
TCA
881
Transcend Capital Advisors
New Jersey
$830K +$65.1K +606 +7%
SXL
882
Summit X LLC
Missouri
$824K -$279K -2,602 -23%
BONH
883
Bank of New Hampshire
New Hampshire
$822K -$6.98K -65 -0.7%
IBOK
884
Independence Bank of Kentucky
Kentucky
$821K -$26.1K -243 -3%
NFSG
885
Newbridge Financial Services Group
Florida
$820K +$24.8K +231 +3%
AF
886
Aldebaran Financial
$815K +$24.7K +230 +3%
FPFS
887
First Personal Financial Services
North Carolina
$813K -$23.2K -216 -2%
PWM
888
Perigon Wealth Management
California
$813K +$59.1K +550 +7%
KMWM
889
Keudell/Morrison Wealth Management
Oregon
$810K +$49K +456 +6%
HCM
890
Hodges Capital Management
Texas
$805K -$29.5K -275 -3%
SCI
891
Stableford Capital II
Arizona
$799K +$59.7K +556 +7%
MFG
892
MidWestOne Financial Group
Iowa
$798K -$59.2K -551 -6%
AIP
893
ARS Investment Partners
New York
$796K +$919K +8,555 New
AA
894
Advisory Alpha
Michigan
$794K -$256K -2,386 -22%
EH
895
Equitable Holdings
New York
$793K +$130K +1,210 +17%
CAM
896
Centre Asset Management
New York
$792K +$5.58K +52 +0.6%
WPP
897
Whalerock Point Partners
Rhode Island
$791K +$74.1K +690 +9%
WBCM
898
Wilson & Boucher Capital Management
California
$790K -$10.7K -100 -1%
BC
899
Barnett & Company
Tennessee
$782K -$43K -400 -5%
QCG
900
Quadrant Capital Group
Ohio
$781K +$193K +1,796 +27%