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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Aspiriant LLC
1101
Aspiriant LLC
California
$301K -$111K -1,258 -27%
SWM
1102
SVA Wealth Management
Wisconsin
$301K -$8.84K -100 -3%
HCM
1103
Horrell Capital Management
Arkansas
$301K – – –
DK
1104
Darrell & King
Virginia
$300K – – –
CWS
1105
Cypress Wealth Services
California
$300K +$25.7K +291 +9%
SBSB
1106
Sullivan, Bruyette, Speros & Blaney
Virginia
$300K +$60.1K +680 +25%
KFGK
1107
Keystone Financial Group (Kentucky)
Kentucky
$299K -$12.4K -140 -4%
SG
1108
StoneX Group
New York
$298K -$2.03K -23 -0.7%
BBA
1109
Braun-Bostich & Associates
Pennsylvania
$297K +$130K +1,474 +78%
SLT
1110
St Louis Trust
Missouri
$294K – – –
FAIM
1111
Financial Advocates Investment Management
Washington
$294K +$295K +3,332 New
Meridian Wealth Management
1112
Meridian Wealth Management
Kentucky
$293K -$20.1K -227 -6%
CIS
1113
Connors Investor Services
Pennsylvania
$293K – – –
P
1114
Pitcairn
Pennsylvania
$292K -$44.9K -508 -13%
GIP
1115
Greatmark Investment Partners
Georgia
$291K – – –
MAP
1116
Milestone Advisory Partners
North Carolina
$290K +$39K +441 +16%
Mission Wealth Management
1117
Mission Wealth Management
California
$290K +$291K +3,290 New
Exencial Wealth Advisors
1118
Exencial Wealth Advisors
Oklahoma
$289K – – –
W
1119
WealthOne
New York
$289K +$260K +2,939 +870%
MGO One Seven
1120
MGO One Seven
Ohio
$287K -$46.8K -529 -14%
HC
1121
Hamilton Capital
Ohio
$287K -$4.33K -49 -1%
SW
1122
SlateStone Wealth
Florida
$286K -$16.8K -190 -6%
AAIM
1123
Asset Advisors Investment Management
Georgia
$286K -$12.8K -145 -4%
EIA
1124
Edgemoor Investment Advisors
Maryland
$286K -$8.84K -100 -3%
CAM
1125
Centre Asset Management
New York
$286K – – –