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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1201
McKinley Carter Wealth Services
West Virginia
$358K -$2.51K -25 -0.7%
DPI
1202
Diversified Portfolios Inc
Michigan
$357K – – –
IPW
1203
IronBridge Private Wealth
Texas
$357K – – –
VFP
1204
Verus Financial Partners
Virginia
$357K +$31K +309 +10%
Boston Trust Walden
1205
Boston Trust Walden
Massachusetts
$356K – – –
WA1
1206
Wimmer Associates 1
California
$355K +$3.01K +30 +0.8%
YIA
1207
YHB Investment Advisors
Connecticut
$354K -$27.6K -275 -7%
Westwood Holdings Group
1208
Westwood Holdings Group
Texas
$354K – – –
JFGIW
1209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$352K -$322K -3,201 -47%
Burney Company
1210
Burney Company
Virginia
$351K -$45.9K -457 -11%
FMP
1211
Financial Management Professionals
Texas
$350K -$11.2K -111 -3%
RWA
1212
River Wealth Advisors
Pennsylvania
$349K -$16.2K -161 -4%
EIA
1213
Edgemoor Investment Advisors
Maryland
$348K – – –
LSAG
1214
Lake Street Advisors Group
New Hampshire
$348K +$3.31K +33 +1%
MCF Advisors
1215
MCF Advisors
Kentucky
$346K +$100K +999 +40%
MSWMA
1216
Market Street Wealth Management Advisors
Indiana
$345K – – –
RB
1217
Renasant Bank
Mississippi
$345K +$1.21K +12 +0.3%
BBNB
1218
Baker Boyer National Bank
Washington
$345K +$323K +3,216 New
CA
1219
Claro Advisors
Massachusetts
$344K +$4.92K +49 +1%
WG
1220
Watchman Group
Texas
$342K -$73.6K -733 -17%
HCP
1221
Hexagon Capital Partners
Arkansas
$342K +$100 +1 +0%
WAM
1222
Weatherly Asset Management
California
$342K +$1.1K +11 +0.3%
HIM
1223
Hotaling Investment Management
Pennsylvania
$341K – – –
BCM
1224
Boltwood Capital Management
California
$340K – – –
DBT
1225
Dubuque Bank & Trust
Iowa
$337K -$15.1K -150 -4%