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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1001
Curbstone Financial Management Corp
New Hampshire
$426K +$451K +5,332 New
AO
1002
Advisor OS
Illinois
$426K +$451K +5,338 New
RCM
1003
Radnor Capital Management
Pennsylvania
$425K +$25.3K +300 +6%
AW
1004
ACG Wealth
Georgia
$424K -$232K -2,749 -34%
OIA
1005
OneDigital Investment Advisors
Kansas
$424K -$13.2K -156 -3%
CFA
1006
CWS Financial Advisors
Michigan
$424K +$31.8K +376 +8%
VWA
1007
V Wealth Advisors
Kansas
$421K -$35.2K -417 -7%
BBNA
1008
Bremer Bank National Association
Minnesota
$419K -$1.35M -15,926 -75%
AWM
1009
Absher Wealth Management
North Carolina
$417K -$107K -1,267 -20%
OCG
1010
Opus Capital Group
Ohio
$414K -$3.04K -36 -0.7%
Dodge & Cox
1011
Dodge & Cox
California
$414K
ESB
1012
Essex Savings Bank
Connecticut
$413K -$21.9K -259 -5%
CFS
1013
Cannon Financial Strategists
Georgia
$412K +$11.9K +141 +3%
SGK
1014
Steigerwald Gordon & Koch
Virginia
$411K
AIC
1015
Archer Investment Corporation
Indiana
$408K -$13.5K -160 -3%
RWA
1016
Ropes Wealth Advisors
Massachusetts
$408K -$4.9K -58 -1%
FBT
1017
First Bankers Trust
Kentucky
$407K -$11.5K -136 -3%
ACA
1018
Aptus Capital Advisors
Alabama
$407K
BCP
1019
Berkeley Capital Partners
Georgia
$406K -$64.4K -762 -13%
LCM
1020
LVM Capital Management
Michigan
$406K +$3.13K +37 +0.7%
BFC
1021
Blue Fin Capital
Rhode Island
$405K -$8.45K -100 -2%
SIC
1022
Sigma Investment Counselors
Michigan
$405K -$253 -3 -0.1%
MCG
1023
McCollum Christoferson Group
New York
$403K -$31K -367 -7%
ABC
1024
Associated Banc-Corp
Wisconsin
$402K -$33.5K -397 -7%
GWS
1025
Glassman Wealth Services
Virginia
$401K +$345K +4,084 +435%