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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CL
1226
CVFG LLC
Indiana
$806K -$130K -1,030 -14%
JIC
1227
Joel Isaacson & Co
New York
$806K +$505 +4 +0.1%
HBT
1228
Hills Bank & Trust
Iowa
$806K -$45.2K -358 -5%
SKK
1229
Shepherd Kaplan Krochuk
Massachusetts
$805K -$21.3K -169 -3%
PA
1230
Procyon Advisors
Connecticut
$805K -$47.8K -379 -6%
TWM
1231
Thrive Wealth Management
Pennsylvania
$804K -$228K -1,810 -22%
BSTWA
1232
Blake Schutter Theil Wealth Advisors
Ohio
$802K -$883 -7 -0.1%
WF
1233
WealthPoint Financial
North Carolina
$801K -$23K -182 -3%
GWAG
1234
Garrett Wealth Advisory Group
Texas
$798K +$1.51K +12 +0.2%
UBV
1235
United Bank (Virginia)
Virginia
$798K – – –
SIG
1236
Spinnaker Investment Group
California
$798K +$1.77K +14 +0.2%
ZWA
1237
Zinnia Wealth Advisory
Florida
$798K -$123K -972 -13%
Edgewood Management
1238
Edgewood Management
Connecticut
$798K – – –
WBCM
1239
Wilson & Boucher Capital Management
California
$796K – – –
AAG
1240
Armstrong Advisory Group
Massachusetts
$794K +$1.77K +14 +0.2%
TC
1241
Tannin Capital
North Carolina
$787K +$22.8K +181 +3%
MTC
1242
McDaniel Terry & Co
Texas
$786K +$5.68K +45 +0.7%
C
1243
Certuity
Florida
$786K +$162K +1,286 +26%
KMWM
1244
Keudell/Morrison Wealth Management
Oregon
$785K -$19.6K -155 -2%
HP
1245
Holistic Planning
Texas
$785K +$157K +1,242 +25%
FMP
1246
Financial Management Professionals
Texas
$785K +$2.02K +16 +0.3%
LP
1247
LMR Partners
United Kingdom
$784K +$781K +6,195 New
GIA
1248
Gateway Investment Advisers
Ohio
$783K -$12.9K -102 -2%
FCAS
1249
First Command Advisory Services
Texas
$783K -$282K -2,236 -27%
BONH
1250
Bank of New Hampshire
New Hampshire
$782K -$9.59K -76 -1%