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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WF
1226
WealthPoint Financial
North Carolina
$801K -$23K -182 -3%
GWAG
1227
Garrett Wealth Advisory Group
Texas
$798K +$1.51K +12 +0.2%
UBV
1228
United Bank (Virginia)
Virginia
$798K
SIG
1229
Spinnaker Investment Group
California
$798K +$1.77K +14 +0.2%
ZWA
1230
Zinnia Wealth Advisory
Florida
$798K -$123K -972 -13%
Edgewood Management
1231
Edgewood Management
Connecticut
$798K
WBCM
1232
Wilson & Boucher Capital Management
California
$796K
AAG
1233
Armstrong Advisory Group
Massachusetts
$794K +$1.77K +14 +0.2%
TC
1234
Tannin Capital
North Carolina
$787K +$22.8K +181 +3%
MTC
1235
McDaniel Terry & Co
Texas
$786K +$5.68K +45 +0.7%
C
1236
Certuity
Florida
$786K +$162K +1,286 +26%
KMWM
1237
Keudell/Morrison Wealth Management
Oregon
$785K -$19.6K -155 -2%
HP
1238
Holistic Planning
Texas
$785K +$157K +1,242 +25%
FMP
1239
Financial Management Professionals
Texas
$785K +$2.02K +16 +0.3%
LP
1240
LMR Partners
United Kingdom
$784K +$781K +6,195 New
GIA
1241
Gateway Investment Advisers
Ohio
$783K -$12.9K -102 -2%
FCAS
1242
First Command Advisory Services
Texas
$783K -$282K -2,236 -27%
BONH
1243
Bank of New Hampshire
New Hampshire
$782K -$9.59K -76 -1%
QC
1244
Quent Capital
New York
$780K +$342K +2,712 +79%
BPC
1245
Bearing Point Capital
Minnesota
$779K
HPWM
1246
High Point Wealth Management
New Jersey
$776K +$78K +618 +11%
FI
1247
Finivi Inc
Massachusetts
$775K -$36.1K -286 -4%
EB
1248
Eastern Bank
Massachusetts
$774K +$57.1K +453 +8%
MNBTD
1249
Moody National Bank Trust Division
Texas
$774K -$378 -3 -0%
TA
1250
TrueWealth Advisors
Alabama
$773K +$83.9K +665 +12%