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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
976
Destination Wealth Management
California
$310K -$57.1K -706 -15%
CSM
977
CAMG Solamere Management
North Carolina
$308K -$99.5K -1,231 -24%
IAMOG
978
Investors Asset Management of Georgia
Georgia
$307K -$80.9K -1,000 -21%
OC
979
Oarsman Capital
Wisconsin
$307K +$890 +11 +0.3%
CAM
980
Centre Asset Management
New York
$305K +$308K +3,810 New
VWA
981
V Wealth Advisors
Kansas
$303K +$8.25K +102 +3%
MMG
982
Monetary Management Group
Missouri
$301K -$121K -1,500 -29%
MA
983
MCF Advisors
Kentucky
$301K -$7.2K -89 -2%
MYIA
984
Mount Yale Investment Advisors
Colorado
$301K +$6.47K +80 +2%
WA1
985
Wimmer Associates 1
California
$299K -$9.7K -120 -3%
EGA
986
Eagle Global Advisors
Texas
$298K – – –
HL
987
HeadInvest LLC
Maine
$298K – – –
KFC
988
Klingenstein Fields & Co
New York
$297K – – –
ACP
989
Aviance Capital Partners
Florida
$297K +$94.4K +1,167 +46%
FQ
990
First Quadrant
California
$296K – – –
CFD
991
Creative Financial Designs
Indiana
$296K +$124K +1,537 +71%
STA
992
Summit Trail Advisors
New York
$293K +$15.9K +197 +6%
CG
993
CFO4Life Group
Texas
$292K -$104K -1,292 -26%
Bessemer Group
994
Bessemer Group
New Jersey
$291K -$3.96K -49 -1%
AB
995
AT Bancorp
Iowa
$291K – – –
DAC
996
Dividend Assets Capital
South Carolina
$291K +$33.3K +412 +13%
RC
997
RBO & Co
California
$288K – – –
HA
998
Halsey Associates
Connecticut
$287K – – –
KPCM
999
Kings Point Capital Management
New York
$287K – – –
WP
1000
WMS Partners
Maryland
$286K – – –