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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1151
Chas P. Smith & Associates (CPS)
Florida
$500K -$138K -1,518 -23%
GCIM
1152
Gunn & Company Investment Management
Florida
$500K +$468K +5,150 New
ACM
1153
Ategra Capital Management
Virginia
$500K +$273 +3 +0.1%
FAM
1154
Flaharty Asset Management
Florida
$499K -$11.4K -125 -2%
Members Trust
1155
Members Trust
Florida
$499K -$9.46K -104 -2%
AF
1156
Apexium Financial
Texas
$498K +$4.55K +50 +1%
FSA
1157
Financial Security Advisor
Virginia
$498K -$42.4K -466 -8%
MWA
1158
Midland Wealth Advisors
Illinois
$493K +$462K +5,081 New
FTIS
1159
First Trust Investment Solutions
Florida
$492K +$462K +5,075 New
GIA
1160
Gateway Investment Advisers
Ohio
$491K -$28.6K -314 -6%
HI
1161
Hendershot Investments
Virginia
$490K -$2.46K -27 -0.5%
KA
1162
KLCM Advisors
Wisconsin
$489K -$3.91K -43 -0.8%
CHA
1163
Carmichael Hill & Associates
Maryland
$488K +$19K +209 +4%
BHBT
1164
Burke & Herbert Bank & Trust
Virginia
$487K
GWAG
1165
Garrett Wealth Advisory Group
Texas
$487K +$32K +352 +8%
EWA
1166
EverSource Wealth Advisors
Alabama
$483K +$170K +1,864 +60%
HPIA
1167
Hamilton Point Investment Advisors
North Carolina
$483K +$453K +4,978 New
CAMV
1168
Concord Asset Management (Virginia)
Virginia
$482K +$224K +2,463 +98%
GSEP
1169
Golden State Equity Partners
California
$480K -$83.8K -921 -16%
CI
1170
Conning Inc
Connecticut
$479K
CRI
1171
Colonial River Investments
Virginia
$479K +$81.6K +897 +22%
HCM
1172
Hodges Capital Management
Texas
$479K -$183K -2,016 -29%
FNA
1173
First National Advisers
Nebraska
$477K +$163K +1,792 +57%
BHPW
1174
Beverly Hills Private Wealth
California
$477K -$51.6K -567 -10%
CFA
1175
CWS Financial Advisors
Michigan
$475K +$1.27K +14 +0.3%