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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CSI
1151
Cross Staff Investments
New York
$761K -$39.2K -332 -5%
VH
1152
Visionary Horizons
Tennessee
$761K -$36.6K -310 -5%
3IP
1153
3Chopt Investment Partners
Virginia
$759K -$31.4K -266 -4%
I
1154
InceptionR
California
$759K +$759K +6,428 New
SWM
1155
Stockman Wealth Management
Montana
$757K -$13.2K -112 -2%
MSFS
1156
Main Street Financial Solutions
Pennsylvania
$756K +$277K +2,344 +58%
CAG
1157
Crestwood Advisors Group
Massachusetts
$756K +$118K +1,003 +19%
DP
1158
Dearborn Partners
Illinois
$755K +$3.54K +30 +0.5%
DWT
1159
Dorsey & Whitney Trust
South Dakota
$754K +$46.6K +395 +7%
BPC
1160
Bearing Point Capital
Minnesota
$752K -$133K -1,129 -15%
PA
1161
Persium Advisors
Georgia
$752K +$35.2K +298 +5%
CS
1162
Crescent Sterling
Louisiana
$750K -$14.8K -125 -2%
WT
1163
Whittier Trust
California
$750K -$11.8K -100 -2%
AAG
1164
Armstrong Advisory Group
Massachusetts
$748K -$6.96K -59 -0.9%
PJSIMP
1165
P.J. Schmidt Investment Management (PJS)
Wisconsin
$748K
Edgewood Management
1166
Edgewood Management
Connecticut
$744K
MCM
1167
Monument Capital Management
Virginia
$743K +$743K +6,293 New
BSTWA
1168
Blake Schutter Theil Wealth Advisors
Ohio
$742K -$358K -3,033 -33%
NAS
1169
NWF Advisory Services
California
$740K -$25.8K -219 -3%
GB
1170
Goepper Burkhardt
South Carolina
$738K +$309K +2,618 +72%
FB
1171
Finward Bancorp
Indiana
$738K -$590 -5 -0.1%
PL
1172
Perpetual Ltd
Australia
$737K +$737K +6,245 New
CIM
1173
CIM Investment Management
Pennsylvania
$734K +$383K +3,249 +100%
MNBTD
1174
Moody National Bank Trust Division
Texas
$733K -$17.1K -145 -2%
FFWM
1175
Future Financial Wealth Management
Ohio
$732K +$3.07K +26 +0.4%