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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1026
Formidable Asset Management
Ohio
$575K +$733 +8 +0.1%
AIC
1027
Archer Investment Corporation
Indiana
$575K +$6.23K +68 +1%
RWA
1028
Ropes Wealth Advisors
Massachusetts
$572K -$114K -1,241 -16%
BG
1029
Benedetti & Gucer
Georgia
$570K +$70.8K +772 +14%
CSI
1030
Cross Staff Investments
New York
$569K -$36.5K -398 -6%
WMA
1031
Wealth Management Associates
New Jersey
$569K +$2.29K +25 +0.4%
MCM
1032
Manchester Capital Management
Vermont
$569K +$22.8K +249 +4%
DA
1033
Doliver Advisors
Texas
$568K +$18.8K +205 +3%
BIA
1034
Bigelow Investment Advisors
Maine
$568K
KC
1035
Kingfisher Capital
North Carolina
$568K -$16.4K -179 -3%
W
1036
Wealthquest
Ohio
$568K +$212K +2,315 +56%
KFA
1037
Kapstone Financial Advisors
Ohio
$566K +$1.19K +13 +0.2%
KCM
1038
Kanawha Capital Management
Virginia
$565K -$10.7K -117 -2%
AFP
1039
Ausdal Financial Partners
Iowa
$565K +$32.2K +351 +6%
APIM
1040
Agate Pass Investment Management
Washington
$565K -$25.2K -275 -4%
RAG
1041
RIA Advisory Group
Iowa
$564K +$92 +1 +0%
Marshall Wace
1042
Marshall Wace
United Kingdom
$561K -$23.1M -252,504 -98%
XF
1043
XML Financial
Maryland
$559K +$1.56K +17 +0.3%
FIM
1044
Fruth Investment Management
Texas
$558K
VVP
1045
Venture Visionary Partners
Ohio
$557K +$33.2K +362 +6%
RPCONE
1046
Retirement Planning Company of New England
Rhode Island
$555K -$89.3K -974 -13%
WA
1047
WBH Advisory
Maryland
$554K -$22.6K -246 -4%
WCM
1048
Washington Capital Management
Washington
$554K
OFG
1049
OmniStar Financial Group
North Carolina
$552K -$2.11K -23 -0.4%
TCMP
1050
Thrive Capital Management (Pennsylvania)
Pennsylvania
$552K -$11.6K -126 -2%