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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1151
Kovack Advisors
Florida
$940K -$1M -7,947 -52%
GWM
1152
Graybill Wealth Management
Illinois
$940K – – –
Fisher Asset Management
1153
Fisher Asset Management
Washington
$940K -$436K -3,453 -32%
SWM
1154
Stockman Wealth Management
Montana
$931K +$3.03K +24 +0.3%
KFA
1155
Kapstone Financial Advisors
Ohio
$929K -$2.02K -16 -0.2%
PAG
1156
Powers Advisory Group
Illinois
$925K -$631 -5 -0.1%
CI
1157
Cigna Investments
Connecticut
$924K -$5.8K -46 -0.6%
AA
1158
Ancora Advisors
Ohio
$922K -$191K -1,512 -17%
GWA
1159
Gratus Wealth Advisors
Virginia
$921K -$15.5K -123 -2%
PJSIMP
1160
P.J. Schmidt Investment Management (PJS)
Wisconsin
$919K -$25.2K -200 -3%
BWM
1161
BCS Wealth Management
Tennessee
$919K -$9.34K -74 -1%
VVP
1162
Venture Visionary Partners
Ohio
$917K +$73.9K +586 +9%
SIA
1163
Soltis Investment Advisors
Utah
$916K +$57.9K +459 +7%
CI
1164
CX Institutional
Indiana
$914K -$196K -1,552 -18%
BIM
1165
Baldwin Investment Management
Pennsylvania
$914K -$13.1K -104 -1%
KJWM
1166
Kiley Juergens Wealth Management
Washington
$911K -$84.4K -669 -9%
NFC
1167
Northstar Financial Companies
Pennsylvania
$910K +$132K +1,043 +17%
WFI
1168
West Family Investments
California
$907K +$10.2K +81 +1%
VSQM
1169
V-Square Quantitative Management
Illinois
$906K +$40K +317 +5%
MCM
1170
Monument Capital Management
Virginia
$903K +$162K +1,285 +22%
MS
1171
Madden Securities
Texas
$901K – – –
CBT
1172
Crews Bank & Trust
Florida
$896K -$16.4K -130 -2%
GEA
1173
Glen Eagle Advisors
New Jersey
$893K +$164K +1,299 +23%
AF
1174
Advisornet Financial
Minnesota
$891K +$57.4K +455 +7%
STA
1175
Smith Thornton Advisors
Alabama
$888K +$30K +238 +4%