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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
976
Mark Sheptoff Financial Planning
Connecticut
$318K
RMAM
977
Raab & Moskowitz Asset Management
New Jersey
$316K -$22.5K -291 -7%
ARMT
978
Amica Retiree Medical Trust
Rhode Island
$315K
RWA
979
Ropes Wealth Advisors
Massachusetts
$314K +$7.73K +100 +3%
EFSCE
980
Enterprise Financial Services Corp (EFSC)
Missouri
$313K -$43.1K -558 -12%
CWP
981
Capital Wealth Planning
Florida
$312K +$311K +4,021 New
MAM
982
Morse Asset Management
Connecticut
$310K
BIM
983
Bridges Investment Management
Nebraska
$310K +$310K +4,012 New
BAM
984
Brave Asset Management
New Jersey
$309K
GI
985
Gradient Investments
Minnesota
$308K -$5.26K -68 -2%
NSAM
986
North Star Asset Management
Wisconsin
$308K -$2.47K -32 -0.8%
PSC
987
Prentiss Smith & Co
Vermont
$308K +$29.9K +387 +11%
HKIM
988
Hayek Kallen Investment Management
Alabama
$305K +$1.62K +21 +0.5%
PCG
989
Private Capital Group
Connecticut
$305K +$291K +3,762 +2,226%
CA
990
Crewe Advisors
Utah
$304K
WA1
991
Wimmer Associates 1
California
$304K +$13.9K +180 +5%
BHB
992
Bank Hapoalim BM
Israel
$303K -$6.96K -90 -2%
OCG
993
Opus Capital Group
Ohio
$303K
AI
994
Atria Investments
North Carolina
$302K -$73.2K -947 -20%
KFGK
995
Keystone Financial Group (Kentucky)
Kentucky
$300K +$39.8K +515 +15%
EDRH
996
Edmond de Rothschild Holding
Switzerland
$298K -$39.3K -508 -12%
OC
997
Oarsman Capital
Wisconsin
$297K -$77 -1 -0%
Bessemer Group
998
Bessemer Group
New Jersey
$297K +$7.27K +94 +3%
HCA
999
Horan Capital Advisors
Ohio
$296K -$9.12K -118 -3%
MCM
1000
MV Capital Management
Maryland
$296K +$75.5K +977 +34%