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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FBC
926
Fairfield, Bush & Co
Connecticut
$525K
BSW
927
Buckingham Strategic Wealth
Missouri
$524K -$47.7K -541 -9%
Fisher Asset Management
928
Fisher Asset Management
Washington
$523K -$73.5K -834 -13%
NSIM
929
North Star Investment Management
Illinois
$521K
ESB
930
Essex Savings Bank
Connecticut
$518K -$45.5K -516 -8%
BFM
931
Boston Financial Management
Massachusetts
$518K +$49.1K +557 +11%
ODCM
932
Old Dominion Capital Management
Virginia
$516K +$4.41K +50 +0.9%
BCP
933
Berkeley Capital Partners
Georgia
$514K -$25.7K -291 -5%
PIMG
934
Patriot Investment Management Group
Tennessee
$514K +$504K +5,714 New
GP
935
Girard Partners
Pennsylvania
$512K -$80.6K -914 -14%
CB
936
Community Bank
New York
$510K
Rafferty Asset Management
937
Rafferty Asset Management
New York
$510K +$499K +5,665 New
FFN
938
Focus Financial Network
Minnesota
$508K +$498K +5,648 New
AUB
939
Atlantic Union Bankshares
Virginia
$507K -$243K -2,751 -33%
GSBTD
940
Glenview State Bank Trust Department
Illinois
$507K
6M
941
6 Meridian
Kansas
$506K -$17.4M -197,215 -97%
NCM
942
Novare Capital Management
North Carolina
$505K -$50.7K -575 -9%
RT
943
Rockland Trust
Massachusetts
$502K +$4.41K +50 +0.9%
BOPW
944
Brandywine Oak Private Wealth
Pennsylvania
$500K +$107K +1,214 +28%
CFD
945
Creative Financial Designs
Indiana
$500K +$147K +1,672 +43%
PCIA
946
Prime Capital Investment Advisors
Kansas
$499K +$18.4K +209 +4%
IWM
947
IHT Wealth Management
Illinois
$494K -$143K -1,624 -23%
WWM
948
Western Wealth Management
Colorado
$494K -$1.41K -16 -0.3%
BIG
949
Boothe Investment Group
Delaware
$493K +$4.5K +51 +0.9%
RC
950
RegentAtlantic Capital
New Jersey
$490K -$13.2K -150 -3%