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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LHC
876
Little House Capital
Massachusetts
$829K +$49.8K +543 +6%
PWM
877
Perigon Wealth Management
California
$829K +$154K +1,683 +22%
KMWM
878
Keudell/Morrison Wealth Management
Oregon
$825K -$128K -1,398 -13%
WT
879
Whittier Trust
California
$824K +$15.7K +171 +2%
DP
880
Dearborn Partners
Illinois
$824K -$63.5K -693 -7%
TWM
881
Thrive Wealth Management
Pennsylvania
$820K +$54.2K +591 +7%
MWM
882
Maltin Wealth Management
New Jersey
$820K +$8.25K +90 +1%
MAM
883
MWA Asset Management
Massachusetts
$817K +$849K +9,255 New
MIM
884
Morningstar Investment Management
Illinois
$815K
RIA
885
Realta Investment Advisors
Delaware
$815K
MW
886
MBL Wealth
North Carolina
$814K -$46.7K -509 -5%
PA
887
Parallel Advisors
California
$813K +$65.6K +716 +8%
SFG
888
SevenBridge Financial Group
Pennsylvania
$810K -$97K -1,058 -10%
NP
889
Nilsine Partners
Colorado
$810K +$825 +9 +0.1%
LWA
890
Lineweaver Wealth Advisors
Ohio
$809K +$39.7K +433 +5%
WFS
891
Widmann Financial Services
Maryland
$809K +$44K +480 +6%
TTWM
892
TCV Trust & Wealth Management
Virginia
$806K +$84.1K +917 +11%
VCM
893
Violich Capital Management
California
$805K
Fisher Asset Management
894
Fisher Asset Management
Washington
$799K -$210K -2,288 -20%
EWM
895
EPG Wealth Management
Georgia
$799K +$46.8K +511 +6%
OC
896
Oakworth Capital
Alabama
$798K -$3.21K -35 -0.4%
AGAM
897
Audent Global Asset Management
California
$795K +$826K +9,010 New
WGAM
898
Wilkinson Global Asset Management
New York
$794K
CAG
899
Crestwood Advisors Group
Massachusetts
$793K +$502K +5,480 +156%
CCA
900
Checchi Capital Advisers
California
$793K +$12.2K +133 +2%