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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1176
Blue Fin Capital
Rhode Island
$468K – – –
OWM
1177
OneAscent Wealth Management
Alabama
$464K -$26K -236 -5%
RB
1178
Renasant Bank
Mississippi
$464K -$14.5K -132 -3%
BFA
1179
Bill Few Associates
Pennsylvania
$463K – – –
KC
1180
Kepos Capital
New York
$461K -$133K -1,207 -22%
WI
1181
Wintrust Investments
Illinois
$461K -$43.9K -399 -8%
Destination Wealth Management
1182
Destination Wealth Management
California
$460K +$6.49K +59 +1%
CAM
1183
Cypress Asset Management
Texas
$458K – – –
Quantinno Capital Management
1184
Quantinno Capital Management
New York
$458K +$470K +4,275 New
LMKC
1185
L.M. Kohn & Company
Ohio
$456K +$3.63K +33 +0.8%
SWA
1186
Sutton Wealth Advisors
Florida
$454K +$44K +400 +10%
CCM
1187
Canal Capital Management
Virginia
$454K +$255K +2,318 +121%
QCIG
1188
Quad-Cities Investment Group
Iowa
$450K – – –
TD Ameritrade Investment Management
1189
TD Ameritrade Investment Management
Nebraska
$447K -$138K -1,259 -23%
OCG
1190
Opus Capital Group
Ohio
$447K – – –
LFA
1191
Legacy Financial Advisors
Kentucky
$447K +$20.9K +190 +5%
WLIM
1192
White Lighthouse Investment Management
Massachusetts
$446K – – –
BFA
1193
Buttonwood Financial Advisors
Maryland
$445K +$247K +2,250 +118%
JF
1194
Joule Financial
Kentucky
$445K +$457K +4,153 New
PWMG
1195
Pinnacle Wealth Management Group
Michigan
$444K -$11K -100 -2%
CIS
1196
Connors Investor Services
Pennsylvania
$444K – – –
WIC
1197
Wilkins Investment Counsel
Massachusetts
$442K – – –
MCM
1198
Marathon Capital Management
Maryland
$441K +$452K +4,113 New
Pathstone Family Office
1199
Pathstone Family Office
New Jersey
$441K +$219K +1,988 +94%
FMB
1200
Field & Main Bank
Kentucky
$440K +$15.9K +145 +4%