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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
1001
Bessemer Group
New Jersey
$297K +$7.27K +94 +3%
HCA
1002
Horan Capital Advisors
Ohio
$296K -$9.12K -118 -3%
MCM
1003
MV Capital Management
Maryland
$296K +$75.5K +977 +34%
Krilogy Financial
1004
Krilogy Financial
Missouri
$295K – – –
SG
1005
StoneX Group
New York
$294K +$22.7K +294 +8%
MWM
1006
Marietta Wealth Management
Georgia
$293K -$3.71K -48 -1%
MC
1007
Middleton & Co
Massachusetts
$293K +$9.66K +125 +3%
Forvis Mazars Wealth Advisors
1008
Forvis Mazars Wealth Advisors
Missouri
$292K -$64.4K -833 -18%
CWM
1009
Cornerstone Wealth Management
Missouri
$292K +$60.2K +779 +26%
MCM
1010
Marathon Capital Management
Maryland
$290K -$36K -466 -11%
HL
1011
HeadInvest LLC
Maine
$289K -$16K -207 -5%
Eagle Global Advisors
1012
Eagle Global Advisors
Texas
$289K – – –
Klingenstein Fields & Co
1013
Klingenstein Fields & Co
New York
$288K -$10.3K -133 -3%
Crestwood Advisors Group
1014
Crestwood Advisors Group
Massachusetts
$288K -$3.25K -42 -1%
DJSG
1015
D.J. St. Germain
Massachusetts
$287K -$66.4K -859 -19%
CCA
1016
Cobblestone Capital Advisors
New York
$287K -$39K -505 -12%
BA
1017
Bristol Advisors
Pennsylvania
$287K – – –
FQ
1018
First Quadrant
California
$287K – – –
AWCI
1019
Alpine Woods Capital Investors
New York
$283K – – –
AB
1020
AT Bancorp
Iowa
$282K -$696 -9 -0.2%
LSAG
1021
Lake Street Advisors Group
New Hampshire
$281K +$8.43K +109 +3%
PG
1022
Patten Group
Tennessee
$279K -$696 -9 -0.2%
KPCM
1023
Kings Point Capital Management
New York
$278K +$22.5K +291 +9%
MCWS
1024
McKinley Carter Wealth Services
West Virginia
$278K +$39.5K +511 +17%
Global Retirement Partners
1025
Global Retirement Partners
California
$277K +$18.7K +242 +7%