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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1126
Thoroughbred Financial Services
Tennessee
$706K +$36.8K +331 +6%
CIC
1127
Carnegie Investment Counsel
Ohio
$701K -$4.34K -39 -0.6%
MGIA
1128
Moneta Group Investment Advisors
Missouri
$700K -$10.8K -97 -2%
BJL
1129
Brighton Jones LLC
Washington
$698K -$41.8K -376 -6%
GIA
1130
Gladstone Institutional Advisory
Florida
$698K +$17K +153 +3%
HBT
1131
Hills Bank & Trust
Iowa
$696K
PFBT
1132
Parkside Financial Bank & Trust
Missouri
$696K +$45.1K +405 +7%
P
1133
Pitcairn
Pennsylvania
$694K -$110K -992 -14%
SACTSONJ
1134
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$692K
CSIC
1135
Clifford Swan Investment Counsel
California
$691K +$11.2K +101 +2%
NB
1136
NBT Bank
New York
$689K +$20.7K +186 +3%
SWM
1137
Stockman Wealth Management
Montana
$686K -$557 -5 -0.1%
SWM
1138
Silverlake Wealth Management
Vermont
$685K +$73.2K +658 +12%
LFA
1139
Legacy Financial Advisors
Kentucky
$682K +$12K +108 +2%
LF
1140
Lantz Financial
Illinois
$681K -$145K -1,305 -18%
CPSAC
1141
Chas P. Smith & Associates (CPS)
Florida
$679K +$62K +557 +10%
GIA
1142
Guyasuta Investment Advisors
Pennsylvania
$676K -$25.2K -226 -4%
STA
1143
Smith Thornton Advisors
Alabama
$676K +$302K +2,714 +86%
BONH
1144
Bank of New Hampshire
New Hampshire
$675K -$51.9K -466 -7%
SWM
1145
SeaCrest Wealth Management
New York
$673K -$28.3K -254 -4%
VVP
1146
Venture Visionary Partners
Ohio
$673K -$41.3K -371 -6%
IF
1147
Intrua Financial
Texas
$672K -$246K -2,211 -27%
CI Investments Inc
1148
CI Investments Inc
Ontario, Canada
$669K -$91.9K -826 -12%
NFG
1149
Nations Financial Group
Iowa
$668K +$178K +1,602 +38%
NW
1150
NewEdge Wealth
Pennsylvania
$668K +$327K +2,935 +103%