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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
901
High Net Worth Advisory Group
Florida
$840K +$811K +8,003 New
CWP
902
Concord Wealth Partners
Virginia
$839K +$415K +4,097 +105%
APIM
903
Agate Pass Investment Management
Washington
$839K +$811K +7,996 New
SWM
904
Segment Wealth Management
Texas
$837K +$39K +385 +5%
FMBTD
905
First Midwest Bank Trust Division
Illinois
$833K +$84.7K +835 +12%
WA
906
Wambolt & Associates
Colorado
$832K -$7.91K -78 -1%
JGUA
907
John G. Ullman & Associates
New York
$831K -$40.6K -400 -5%
WFS
908
Widmann Financial Services
Maryland
$830K +$802K +7,914 New
BHIA
909
Birch Hill Investment Advisors
Massachusetts
$827K
CAM
910
Carret Asset Management
New York
$827K
CFN
911
Cordasco Financial Network
Florida
$824K -$7.81K -77 -1%
BDF
912
Balasa Dinverno & Foltz
$821K -$1.48M -14,553 -65%
IAS
913
Investment Advisory Services
Texas
$819K +$8.62K +85 +1%
BOPW
914
Brandywine Oak Private Wealth
Pennsylvania
$817K -$50.6K -499 -6%
WHC
915
Wulff, Hansen & Co
California
$815K +$787K +7,765 New
OIA
916
Optimum Investment Advisors
Illinois
$812K -$41.6K -410 -5%
CPSAC
917
Chas P. Smith & Associates (CPS)
Florida
$812K -$6.79K -67 -0.9%
DP
918
Dearborn Partners
Illinois
$811K -$70.5K -695 -8%
WA
919
WBH Advisory
Maryland
$809K +$304 +3 +0%
CCM
920
Compton Capital Management
Rhode Island
$809K +$10.1K +100 +1%
C
921
Certuity
Florida
$807K -$40.2K -397 -5%
Holocene Advisors
922
Holocene Advisors
New York
$805K +$778K +7,675 New
CCP
923
Corient Capital Partners
California
$801K +$29.6K +292 +4%
TWM
924
Thrive Wealth Management
Pennsylvania
$801K +$774K +7,632 New
IMOV
925
Investment Management of Virginia
Virginia
$799K +$19.3K +190 +3%