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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
976
Lido Advisors
California
$252K +$235K +2,942 New
CAM
977
Cubic Asset Management
Massachusetts
$250K – – –
OAM
978
Occidental Asset Management
California
$250K +$233K +2,913 New
RB
979
Rodgers Brothers
Pennsylvania
$249K – – –
LWM
980
LBA Wealth Management
Florida
$247K – – –
HWA
981
Heritage Wealth Advisors
Virginia
$247K +$7.99K +100 +4%
PHS
982
Pekin Hardy Strauss
Illinois
$246K -$13.3K -166 -5%
C
983
CFO4Life
Texas
$246K +$229K +2,869 New
RPG
984
Risk Paradigm Group
Texas
$245K +$12.7K +159 +6%
Luther King Capital Management (LKCM)
985
Luther King Capital Management (LKCM)
Texas
$245K -$17K -213 -7%
LRPA
986
L. Roy Papp & Associates
Arizona
$243K +$5.59K +70 +3%
FMP
987
Financial Management Professionals
Texas
$243K +$19.7K +246 +10%
MCM
988
Monarch Capital Management
Indiana
$241K -$55.9K -700 -20%
CCM
989
Check Capital Management
California
$240K – – –
EWM
990
Evermay Wealth Management
Virginia
$238K – – –
EM
991
Excalibur Management
Massachusetts
$238K – – –
FC
992
Forte Capital
New York
$237K -$152K -1,900 -41%
VNA
993
Valley National Advisers
Pennsylvania
$237K +$3.92K +49 +2%
IP
994
Investment Partners
Ohio
$235K -$506K -6,336 -70%
GI
995
Gradient Investments
Minnesota
$235K -$5.04K -63 -2%
PMFA
996
Plante Moran Financial Advisors
Michigan
$235K +$69.7K +872 +47%
PAS
997
Park Avenue Securities
New York
$234K +$218K +2,731 New
CHP
998
Cable Hill Partners
Oregon
$233K – – –
PWP
999
Private Wealth Partners
California
$232K – – –
GHA
1000
GW Henssler & Associates
Georgia
$231K -$36.7K -459 -15%