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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CSI
1201
Cross Staff Investments
New York
$844K
NW
1202
NewEdge Wealth
Pennsylvania
$844K -$616K -4,925 -43%
MA
1203
McGrath & Associates
North Carolina
$843K -$74.4K -595 -8%
SWP
1204
Strategic Wealth Partners
Ohio
$841K -$5.79M -46,325 -88%
CA
1205
Cornerstone Advisory
Maryland
$840K +$73.3K +586 +10%
3IP
1206
3Chopt Investment Partners
Virginia
$840K +$20K +160 +3%
CA
1207
Calton & Associates
Florida
$840K +$875 +7 +0.1%
FI
1208
Finivi Inc
Massachusetts
$839K +$117K +934 +17%
JGUA
1209
John G. Ullman & Associates
New York
$838K -$9.63K -77 -1%
JIC
1210
Joel Isaacson & Co
New York
$833K +$86.6K +693 +12%
KMWM
1211
Keudell/Morrison Wealth Management
Oregon
$832K -$500 -4 -0.1%
TPI
1212
Trust Point Inc
Wisconsin
$832K +$215K +1,718 +37%
BSTWA
1213
Blake Schutter Theil Wealth Advisors
Ohio
$831K -$1.5K -12 -0.2%
BHC
1214
Bowen Hanes & Co
Florida
$831K -$100K -800 -11%
DM
1215
Diversified Management
Wisconsin
$829K +$791K +6,331 New
DI
1216
Diligent Investors
California
$826K -$8.75K -70 -1%
MA
1217
MCF Advisors
Kentucky
$826K +$262K +2,097 +50%
UBV
1218
United Bank (Virginia)
Virginia
$826K -$30K -240 -4%
Edgewood Management
1219
Edgewood Management
Connecticut
$825K
GWAG
1220
Garrett Wealth Advisory Group
Texas
$824K +$66.5K +532 +9%
WBCM
1221
Wilson & Boucher Capital Management
California
$824K
GIA
1222
Gateway Investment Advisers
Ohio
$824K +$207K +1,655 +36%
SIG
1223
Spinnaker Investment Group
California
$824K -$875 -7 -0.1%
TPA
1224
Trivium Point Advisory
Connecticut
$821K -$629K -5,033 -45%
AAG
1225
Armstrong Advisory Group
Massachusetts
$820K -$13K -104 -2%