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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WC
1201
Whitnell & Co
Illinois
$137K
HFM
1202
Hartford Financial Management
Connecticut
$133K -$6.12K -70 -4%
BL
1203
Balentine LLC
Georgia
$130K +$25.2K +288 +23%
AWA
1204
Acorn Wealth Advisors
Michigan
$120K +$127K +1,458 New
LC
1205
Landaas & Company
Wisconsin
$117K +$29.1K +333 +32%
WA
1206
Winfield Associates
Ohio
$116K +$3.23K +37 +3%
GTAM
1207
Global Trust Asset Management
Florida
$115K +$119K +1,363 New
SAM
1208
Shamrock Asset Management
Texas
$115K +$119K +1,368 New
Carson Wealth (CWM LLC)
1209
Carson Wealth (CWM LLC)
Nebraska
$113K -$33K -378 -22%
NCM
1210
Nelson Capital Management
California
$112K
BRC
1211
Bell Rock Capital
Delaware
$110K
WPA
1212
West Paces Advisors
Georgia
$110K
PCTC
1213
Perkins Coie Trust Company
Washington
$108K
RE
1214
RBC Europe
United Kingdom
$103K
TL
1215
TrueWealth LLC
Georgia
$102K +$106K +1,212 New
JAM
1216
Jolley Asset Management
North Carolina
$100K -$27.3K -313 -21%
PGWM
1217
Parisi Gray Wealth Management
New Jersey
$100K +$105K +1,197 New
BWM
1218
Baystate Wealth Management
Massachusetts
$94K
HS
1219
Horan Securities
United States
$92K +$11.2K +128 +12%
TFA
1220
Toth Financial Advisory
Virginia
$92K +$95.8K +1,097 New
ATC
1221
Adirondack Trust Company
New York
$89K
MCM
1222
Mainstay Capital Management
Michigan
$89K +$92.4K +1,058 New
OFS
1223
Orrstown Financial Services
Pennsylvania
$88K
NPP
1224
New Potomac Partners
Maryland
$88K +$91.7K +1,050 New
ACM
1225
Armbruster Capital Management
New York
$83K