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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KSA
976
Ken Stern & Associates
California
$319K +$13.9K +180 +5%
ALIONA
977
Allianz Life Insurance of North America
Minnesota
$319K +$341K +4,416 New
GCA
978
Gideon Capital Advisors
New York
$318K -$182K -2,355 -36%
MSFP
979
Mark Sheptoff Financial Planning
Connecticut
$318K – – –
RMAM
980
Raab & Moskowitz Asset Management
New Jersey
$316K -$22.5K -291 -7%
ARMT
981
Amica Retiree Medical Trust
Rhode Island
$315K – – –
RWA
982
Ropes Wealth Advisors
Massachusetts
$314K +$7.73K +100 +3%
EFSCE
983
Enterprise Financial Services Corp (EFSC)
Missouri
$313K -$43.1K -558 -12%
Capital Wealth Planning
984
Capital Wealth Planning
Florida
$312K +$311K +4,021 New
MAM
985
Morse Asset Management
Connecticut
$310K – – –
Bridges Investment Management
986
Bridges Investment Management
Nebraska
$310K +$310K +4,012 New
BAM
987
Brave Asset Management
New Jersey
$309K – – –
Gradient Investments
988
Gradient Investments
Minnesota
$308K -$5.26K -68 -2%
North Star Asset Management
989
North Star Asset Management
Wisconsin
$308K -$2.47K -32 -0.8%
PSC
990
Prentiss Smith & Co
Vermont
$308K +$29.9K +387 +11%
HKIM
991
Hayek Kallen Investment Management
Alabama
$305K +$1.62K +21 +0.5%
PCG
992
Private Capital Group
Connecticut
$305K +$291K +3,762 +2,226%
CA
993
Crewe Advisors
Utah
$304K – – –
WA1
994
Wimmer Associates 1
California
$304K +$13.9K +180 +5%
BHB
995
Bank Hapoalim BM
Israel
$303K -$6.96K -90 -2%
OCG
996
Opus Capital Group
Ohio
$303K – – –
Atria Investments
997
Atria Investments
North Carolina
$302K -$73.2K -947 -20%
KFGK
998
Keystone Financial Group (Kentucky)
Kentucky
$300K +$39.8K +515 +15%
Edmond de Rothschild Holding
999
Edmond de Rothschild Holding
Switzerland
$298K -$39.3K -508 -12%
OC
1000
Oarsman Capital
Wisconsin
$297K -$77 -1 -0%