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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1151
Lantz Financial
Illinois
$523K +$26.3K +253 +6%
FPAS
1152
Focus Partners Advisor Solutions
Missouri
$521K -$361K -3,473 -43%
AWAP
1153
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$518K +$25K +241 +5%
GWM
1154
Gray Wealth Management
Maine
$516K +$104 +1 +0%
MIC
1155
Means Investment Company
Maine
$515K +$36.2K +349 +8%
WIA
1156
Westbourne Investment Advisors
Maryland
$513K +$130K +1,250 +37%
WA
1157
Waverly Advisors
Alabama
$511K +$2.7K +26 +0.6%
OWM
1158
OneAscent Wealth Management
Alabama
$510K -$1.97K -19 -0.4%
Wolverine Trading
1159
Wolverine Trading
Illinois
$508K -$2.87M -27,597 -86%
HWM
1160
Holloway Wealth Management
Florida
$508K
NA
1161
Navellier & Associates
Nevada
$508K +$30.8K +297 +7%
MCWS
1162
McKinley Carter Wealth Services
West Virginia
$507K +$831 +8 +0.2%
EP
1163
Edgestream Partners
New Jersey
$507K +$157K +1,514 +50%
DLA
1164
Douglas Lane & Associates
New York
$506K -$60K -578 -11%
HWA
1165
Heritage Wealth Advisors
Virginia
$505K -$27.3K -263 -5%
DMBA
1166
Deseret Mutual Benefit Administrators
Utah
$503K -$67.1K -646 -13%
LCM
1167
LVM Capital Management
Michigan
$502K -$3.32K -32 -0.7%
SAM
1168
SignalPoint Asset Management
Missouri
$502K +$8.21K +79 +2%
BL
1169
BFSG LLC
California
$501K +$466K +4,485 New
LCM
1170
Laurion Capital Management
New York
$501K +$466K +4,485 New
SWM
1171
Silverlake Wealth Management
Vermont
$501K +$2.39K +23 +0.5%
GP
1172
Girard Partners
Pennsylvania
$500K -$3.43K -33 -0.7%
CAL
1173
Capital Analysts LLC
Pennsylvania
$500K +$10.4K +100 +2%
BFAG
1174
Blackston Financial Advisory Group
Florida
$499K +$13.6K +131 +3%
FMP
1175
Financial Management Professionals
Texas
$499K +$50.1K +482 +12%