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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Waverly Advisors
1051
Waverly Advisors
Alabama
$513K +$2.51K +25 +0.5%
CGH
1052
CMG Global Holdings
Texas
$512K -$804 -8 -0.2%
DE
1053
Day & Ennis
Georgia
$512K +$12.3K +122 +2%
BAM
1054
Blueshift Asset Management
New Jersey
$511K -$590K -5,868 -53%
BFC
1055
Bedel Financial Consulting
Indiana
$510K +$40.5K +403 +8%
PFC
1056
Phocas Financial Corp
California
$508K – – –
DJSG
1057
D.J. St. Germain
Massachusetts
$508K +$6.73K +67 +1%
OneDigital Investment Advisors
1058
OneDigital Investment Advisors
Kansas
$507K +$91.4K +910 +22%
TIA
1059
Tiemann Investment Advisors
California
$501K -$15.9K -158 -3%
Hancock Whitney
1060
Hancock Whitney
Mississippi
$499K +$502 +5 +0.1%
AW
1061
Alaethes Wealth
Nevada
$498K – – –
WhitTier Trust Company
1062
WhitTier Trust Company
Nevada
$497K – – –
RCM
1063
RB Capital Management
Nevada
$497K +$23.4K +233 +5%
CFS
1064
Cannon Financial Strategists
Georgia
$495K – – –
CWM
1065
Curi Wealth Management
North Carolina
$494K +$804 +8 +0.2%
AWM
1066
Accurate Wealth Management
Florida
$494K +$503K +5,007 New
NB
1067
NBT Bank
New York
$492K – – –
EWM
1068
Elmwood Wealth Management
California
$487K – – –
Wealthspire Advisors (New York)
1069
Wealthspire Advisors (New York)
New York
$486K -$1.18M -11,743 -70%
Great Valley Advisor Group
1070
Great Valley Advisor Group
Delaware
$486K +$11.8K +117 +2%
VWA
1071
Visionary Wealth Advisors
Illinois
$484K -$33.5K -333 -6%
AG
1072
AlphaSimPlex Group
Massachusetts
$483K – – –
SGK
1073
Steigerwald Gordon & Koch
Virginia
$482K -$7.54K -75 -2%
CAM
1074
Campion Asset Management
Virginia
$481K -$81.6K -812 -14%
Associated Banc-Corp
1075
Associated Banc-Corp
Wisconsin
$481K +$19.5K +194 +4%