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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1076
Kanawha Capital Management
Virginia
$346K -$5.6K -61 -1%
MCWS
1077
McKinley Carter Wealth Services
West Virginia
$346K +$59.9K +652 +18%
CPSC
1078
Carl P. Sherr & Co
Massachusetts
$345K
ARMT
1079
Amica Retiree Medical Trust
Rhode Island
$344K +$98.6K +1,073 +34%
RWA
1080
River Wealth Advisors
Pennsylvania
$342K -$2.48K -27 -0.6%
EH
1081
Equitable Holdings
New York
$341K +$15.7K +171 +4%
BC
1082
Burney Company
Virginia
$340K -$33.3K -363 -8%
LFA
1083
Lighthouse Financial Advisors
Maryland
$340K +$11.4K +124 +3%
ST
1084
Sabal Trust
Florida
$339K -$108K -1,177 -22%
AWM
1085
Apollon Wealth Management
South Carolina
$338K +$77.7K +846 +25%
FMWA
1086
Forvis Mazars Wealth Advisors
Missouri
$338K +$122K +1,328 +46%
EF
1087
Empirical Finance
Pennsylvania
$337K +$140K +1,520 +58%
VWM
1088
Venturi Wealth Management
Texas
$337K +$382K +4,163 New
ATPW
1089
Ashton Thomas Private Wealth
Arizona
$334K +$379K +4,130 New
CWM
1090
Cornerstone Wealth Management
Missouri
$334K +$62.3K +678 +20%
Teacher Retirement System of Texas
1091
Teacher Retirement System of Texas
Texas
$333K -$2.49M -27,110 -87%
AF
1092
Arrow Financial
New York
$333K -$3.31K -36 -0.9%
AFAS
1093
Acorn Financial Advisory Services
Virginia
$333K +$34.2K +372 +10%
BWA
1094
BDO Wealth Advisors
Florida
$333K +$106K +1,149 +39%
PHK
1095
Point72 Hong Kong
Hong Kong
$332K -$264K -2,875 -41%
SC
1096
Saturna Capital
Washington
$332K
PG
1097
Patten Group
Tennessee
$330K +$1.19K +13 +0.3%
KS
1098
Karpas Strategies
Connecticut
$329K -$184K -2,000 -33%
BOM
1099
Bank of Marin
California
$329K
LC
1100
Lavaca Capital
Texas
$329K