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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
951
Global Retirement Partners
California
$329K +$29.7K +367 +10%
SAM
952
SignalPoint Asset Management
Missouri
$328K -$13.8K -171 -4%
ET
953
Equitable Trust
Tennessee
$327K +$32.9K +407 +11%
CAG
954
Crestwood Advisors Group
Massachusetts
$327K +$40.4K +500 +14%
ARMT
955
Amica Retiree Medical Trust
Rhode Island
$326K – – –
TBA
956
Tower Bridge Advisors
Pennsylvania
$326K -$35K -433 -10%
EFSCE
957
Enterprise Financial Services Corp (EFSC)
Missouri
$324K +$6.31K +78 +2%
CA
958
Crewe Advisors
Utah
$324K +$9.38K +116 +3%
Acadian Asset Management
959
Acadian Asset Management
Massachusetts
$324K +$257K +3,172 +363%
HWA
960
Heritage Wealth Advisors
Virginia
$321K – – –
RMAM
961
Raab & Moskowitz Asset Management
New Jersey
$321K – – –
MCM
962
McMillion Capital Management
North Carolina
$320K -$7.76K -96 -2%
MAM
963
Morse Asset Management
Connecticut
$320K – – –
CFGS
964
Concourse Financial Group Securities
Alabama
$320K +$324K +4,002 New
JA
965
JOYN Advisors
Georgia
$319K +$5.58K +69 +2%
HKIM
966
Hayek Kallen Investment Management
Alabama
$318K +$1.7K +21 +0.5%
SFM
967
Signature Financial Management
Virginia
$317K +$13.4K +166 +4%
FFA
968
First Foundation Advisors
California
$317K +$20.9K +258 +7%
CCA
969
Cobblestone Capital Advisors
New York
$315K -$4.04K -50 -1%
OCG
970
Opus Capital Group
Ohio
$314K +$1.05K +13 +0.3%
FMWA
971
Forvis Mazars Wealth Advisors
Missouri
$313K +$103K +1,275 +48%
CT
972
Coastline Trust
Rhode Island
$312K -$124K -1,535 -28%
M
973
MOTCO
Texas
$312K +$16.7K +207 +6%
VFP
974
Verus Financial Partners
Virginia
$312K +$79.2K +980 +34%
IFAM
975
Institutional & Family Asset Management
Colorado
$311K – – –