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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
1126
Brandywine Oak Private Wealth
Pennsylvania
$522K -$4.55K -50 -0.9%
LSAG
1127
Lake Street Advisors Group
New Hampshire
$522K +$489K +5,376 New
DA
1128
Dover Advisors
Virginia
$521K -$30.4K -334 -6%
LFA
1129
Legacy Financial Advisors
Kentucky
$520K +$21.4K +235 +5%
AT
1130
Arlington Trust
Alabama
$519K +$487K +5,349 New
CWP
1131
Concord Wealth Partners
Virginia
$519K -$137K -1,511 -22%
PFBT
1132
Parkside Financial Bank & Trust
Missouri
$518K +$92K +1,012 +23%
ABC
1133
Associated Banc-Corp
Wisconsin
$516K -$10.3K -113 -2%
WDA
1134
Wendell David Associates
New Hampshire
$516K
EFG
1135
Everhart Financial Group
Ohio
$515K +$111K +1,218 +30%
PCS
1136
Personal CFO Solutions
New Jersey
$513K +$8.28K +91 +2%
ILI
1137
Invesco LLC (Illinois)
Illinois
$512K -$10.1K -111 -2%
BWM
1138
BCGM Wealth Management
Indiana
$511K +$1.09K +12 +0.2%
CFO
1139
CVA Family Office
Colorado
$511K +$54.2K +596 +13%
FFC
1140
First Financial Corp
Indiana
$510K -$124K -1,359 -21%
PWM
1141
PBMares Wealth Management
Virginia
$509K -$7K -77 -1%
HBT
1142
Hills Bank & Trust
Iowa
$508K
AIM
1143
Aspen Investment Management
Michigan
$508K -$3K -33 -0.6%
OWA
1144
Octavia Wealth Advisors
Ohio
$506K -$125K -1,375 -21%
FDDB
1145
Fidelity D&D Bancorp
Pennsylvania
$505K -$16.6K -183 -3%
Fiera Capital (Canada)
1146
Fiera Capital (Canada)
Quebec, Canada
$505K +$473K +5,200 New
BFA
1147
Buttonwood Financial Advisors
Maryland
$503K -$25.4K -279 -5%
C
1148
CEDRUS
Colorado
$501K -$76.4K -840 -14%
CGL
1149
Clarius Group LLC
Washington
$501K -$55.6K -611 -11%
AO
1150
Advisor OS
Illinois
$501K +$110K +1,204 +30%