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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
976
Keystone Financial Group (Kentucky)
Kentucky
$777K +$37.1K +357 +5%
EWM
977
EPG Wealth Management
Georgia
$776K +$54.9K +529 +8%
RWA
978
Rainsberger Wealth Advisors
Colorado
$776K +$112K +1,076 +18%
Members Trust
979
Members Trust
Florida
$774K -$5.19K -50 -0.7%
NB
980
Northwest Bancshares
Pennsylvania
$771K -$1.77K -17 -0.2%
AMBIA
981
Allen Mooney & Barnes Investment Advisors
Georgia
$770K +$716K +6,897 New
SWM
982
Stockman Wealth Management
Montana
$770K
KCPG
983
Kavar Capital Partners Group
Kansas
$769K +$3.53K +34 +0.5%
FCFS
984
First Command Financial Services
Texas
$768K +$26.3K +253 +4%
FCB
985
First Command Bank
Texas
$768K +$54.7K +527 +8%
HSA
986
HBK Sorce Advisory
Pennsylvania
$760K -$36.5K -351 -5%
FM
987
Family Management
New York
$760K +$31.2K +300 +5%
LI
988
Lafayette Investments
Maryland
$759K
ACWM
989
Adams Chetwood Wealth Management
North Carolina
$759K +$2.91K +28 +0.4%
LA
990
Latitude Advisors
Florida
$758K +$424K +4,084 +151%
VIA
991
Vident Investment Advisory
Georgia
$757K -$965K -9,290 -58%
HA
992
Hamel Associates
New Jersey
$756K -$11.9K -115 -2%
CA
993
Continuum Advisory
Idaho
$756K +$423K +4,076 +146%
WFI
994
West Family Investments
California
$745K +$455K +4,384 +192%
CAI
995
Capital Advisors Inc
Oklahoma
$744K +$40.8K +393 +6%
LIM
996
Longfellow Investment Management
Massachusetts
$738K
VAM
997
Verity Asset Management
North Carolina
$738K +$74.7K +719 +12%
OIA
998
OneDigital Investment Advisors
Kansas
$736K +$37.5K +361 +6%
CFA
999
Compass Financial Advisors
Indiana
$734K +$44.5K +428 +7%
WSC
1000
Wellington Shields & Co
New York
$733K +$35.2K +339 +5%