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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1026
Dodge & Cox
California
$500K
EPWM
1027
Essex Private Wealth Management
Massachusetts
$497K -$65.5K -718 -12%
BPA
1028
Beacon Pointe Advisors
California
$497K +$107K +1,168 +29%
PFC
1029
Phocas Financial Corp
California
$497K +$470K +5,151 New
CAN
1030
Claraphi Advisory Network
United States
$497K +$470K +5,153 New
TCA
1031
Transcend Capital Advisors
New Jersey
$495K -$9.04K -99 -2%
EWM
1032
EPG Wealth Management
Georgia
$495K +$3.1K +34 +0.7%
WA
1033
Waverly Advisors
Alabama
$493K +$440K +4,820 New
ACM
1034
Advisors Capital Management
New Jersey
$491K -$11.7K -128 -2%
DJSG
1035
D.J. St. Germain
Massachusetts
$490K -$34.7K -380 -7%
WCA
1036
Westover Capital Advisors
Delaware
$490K +$48.6K +533 +12%
DE
1037
Day & Ennis
Georgia
$489K +$8.12K +89 +2%
HW
1038
Hancock Whitney
Mississippi
$487K +$7.48K +82 +2%
AW
1039
Alaethes Wealth
Nevada
$487K +$460K +5,040 New
WTC
1040
WhitTier Trust Company
Nevada
$486K +$54.8K +600 +14%
PAM
1041
Premier Asset Management
Illinois
$485K +$79.6K +872 +21%
CFS
1042
Cannon Financial Strategists
Georgia
$484K -$13.6K -149 -3%
CWM
1043
Curi Wealth Management
North Carolina
$482K -$182K -1,991 -28%
NB
1044
NBT Bank
New York
$481K -$1.37K -15 -0.3%
PIM
1045
Perpetual Investment Management
Australia
$481K
VIA
1046
Vident Investment Advisory
Georgia
$481K +$52.7K +577 +13%
GP
1047
Girard Partners
Pennsylvania
$480K -$48K -526 -10%
BFC
1048
Blue Fin Capital
Rhode Island
$479K -$4.38K -48 -1%
SGK
1049
Steigerwald Gordon & Koch
Virginia
$478K -$17.5K -192 -4%
RWA
1050
Ropes Wealth Advisors
Massachusetts
$478K +$9.58K +105 +2%