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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1201
BCS Wealth Management
Tennessee
$440K +$451K +4,101 New
R.M. Davis Inc
1202
R.M. Davis Inc
Maine
$439K -$24.2K -220 -5%
GWAG
1203
Garrett Wealth Advisory Group
Texas
$439K +$4.4K +40 +1%
KS
1204
Karpas Strategies
Connecticut
$438K +$990 +9 +0.2%
AHC
1205
Adell Harriman & Carpenter
Texas
$435K -$4.51K -41 -1%
HIA
1206
Harbor Investment Advisory
Maryland
$435K – – –
MHR
1207
Matthew Hamilton Rosenberg
$434K +$12.2K +111 +3%
LB
1208
Leo Brokerage
Texas
$433K -$210K -1,914 -32%
HAIM
1209
Hunter Associates Investment Management
Pennsylvania
$431K +$139K +1,264 +46%
SSG
1210
Summit Securities Group
New York
$430K +$340K +3,094 +338%
GIP
1211
Greatmark Investment Partners
Georgia
$428K -$22K -200 -5%
RWP
1212
Revolve Wealth Partners
New Jersey
$428K +$2.2K +20 +0.5%
AWM
1213
Accel Wealth Management
Iowa
$428K +$3.41K +31 +0.8%
LBC
1214
Lowe Brockenbrough & Co
Virginia
$427K +$11K +100 +3%
AFAS
1215
Acorn Financial Advisory Services
Virginia
$427K +$35.5K +323 +9%
SWIG
1216
Strategic Wealth Investment Group
Kentucky
$427K +$52.3K +476 +14%
AIP
1217
Almanack Investment Partners
Pennsylvania
$426K – – –
Mount Yale Investment Advisors
1218
Mount Yale Investment Advisors
Colorado
$426K +$16.3K +148 +4%
PWM
1219
PBMares Wealth Management
Virginia
$426K +$53.7K +488 +14%
CAM
1220
Cozad Asset Management
Illinois
$426K +$132K +1,204 +43%
ORC
1221
O'Rourke & Company
Massachusetts
$425K -$36.2K -329 -8%
DJSG
1222
D.J. St. Germain
Massachusetts
$422K +$30.5K +277 +8%
CPSC
1223
Carl P. Sherr & Co
Massachusetts
$420K -$19.6K -178 -4%
MA
1224
MKT Advisors
California
$418K -$56.2K -511 -12%
BCMLT
1225
Beacon Capital Management LLC (Tennessee)
Tennessee
$418K – – –