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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WFG
1076
Wills Financial Group
Virginia
$662K +$32.7K +327 +5%
PWP
1077
Phillips Wealth Planners
Mississippi
$661K -$5.9K -59 -0.9%
SC
1078
Sapient Capital
Indiana
$659K +$8.5K +85 +1%
DBRC
1079
D.B. Root & Company
Pennsylvania
$657K -$486K -4,855 -43%
KCM
1080
Kanawha Capital Management
Virginia
$651K -$1.2K -12 -0.2%
CAM
1081
Cidel Asset Management
Ontario, Canada
$650K
MCM
1082
Manchester Capital Management
Vermont
$649K +$17.1K +171 +3%
CS
1083
Crescent Sterling
Louisiana
$647K -$103K -1,034 -14%
CSI
1084
Cross Staff Investments
New York
$646K
WPC
1085
Waters Parkerson & Co
Louisiana
$646K
HL
1086
HeadInvest LLC
Maine
$646K
BJL
1087
Brighton Jones LLC
Washington
$645K -$22.5K -225 -3%
WMA
1088
Wealth Management Associates
New Jersey
$643K
LSPW
1089
Lake Street Private Wealth
Illinois
$641K -$15K -150 -2%
RVPG
1090
Relative Value Partners Group
$641K +$640K +6,399 New
KFA
1091
Kapstone Financial Advisors
Ohio
$641K -$4.4K -44 -0.7%
FMB
1092
Field & Main Bank
Kentucky
$640K +$56.8K +568 +10%
DP
1093
Dearborn Partners
Illinois
$636K -$5.1K -51 -0.8%
BONH
1094
Bank of New Hampshire
New Hampshire
$633K
Edgewood Management
1095
Edgewood Management
Connecticut
$632K
NP
1096
NorthRock Partners
Minnesota
$630K -$15.2K -152 -2%
CW
1097
CreativeOne Wealth
Kansas
$627K -$315K -3,145 -33%
PA
1098
PSI Advisors
Florida
$627K -$2.4K -24 -0.4%
CAM
1099
Carret Asset Management
New York
$625K
VWA
1100
Visionary Wealth Advisors
Illinois
$623K +$20.9K +209 +3%