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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
QIM
1176
Quantitative Investment Management
Virginia
$382K -$943K -9,382 -71%
PK
1177
Pflug Koory
Nebraska
$382K -$4.02K -40 -1%
TW
1178
TrinityPoint Wealth
Connecticut
$379K +$20.2K +201 +6%
VWM
1179
Valley Wealth Managers
New Jersey
$379K +$52K +518 +16%
ADL
1180
Asset Dedication LLC
California
$378K -$5.53K -55 -1%
HCM
1181
HM Capital Management
Missouri
$377K -$383K -3,814 -50%
KWMG
1182
King Wealth Management Group
Florida
$377K +$100 +1 +0%
MCM
1183
McRae Capital Management
New Jersey
$377K +$502 +5 +0.1%
PFBT
1184
Parkside Financial Bank & Trust
Missouri
$375K -$6.73K -67 -2%
R.M. Davis Inc
1185
R.M. Davis Inc
Maine
$375K +$9.44K +94 +3%
TGAM
1186
TBH Global Asset Management
Tennessee
$375K +$382K +3,800 New
Aspiriant LLC
1187
Aspiriant LLC
California
$374K +$67.8K +675 +22%
Destination Wealth Management
1188
Destination Wealth Management
California
$371K -$74.3K -740 -16%
GIP
1189
Greatmark Investment Partners
Georgia
$371K – – –
CIS
1190
Connors Investor Services
Pennsylvania
$371K +$20.1K +200 +6%
GIA
1191
Gladstone Institutional Advisory
Florida
$371K +$50.2K +500 +15%
AWM
1192
Accel Wealth Management
Iowa
$369K -$67.6K -673 -15%
PWSG
1193
Pacific Wealth Strategies Group
California
$369K -$6.63K -66 -2%
MAP
1194
Milestone Advisory Partners
North Carolina
$368K – – –
RMAM
1195
Raab & Moskowitz Asset Management
New Jersey
$368K – – –
AF
1196
Advisornet Financial
Minnesota
$363K -$13.2K -131 -3%
AW
1197
ACG Wealth
Georgia
$362K -$115K -1,146 -24%
ET
1198
Equitable Trust
Tennessee
$361K +$12.1K +120 +3%
SIC
1199
Sigma Investment Counselors
Michigan
$359K -$7.84K -78 -2%
AFP
1200
Ausdal Financial Partners
Iowa
$359K +$8.14K +81 +2%