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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1226
Octavia Wealth Advisors
Ohio
$304K +$308K +3,325 New
WFG
1227
Wills Financial Group
Virginia
$303K +$306K +3,311 New
BIM
1228
Bridges Investment Management
Nebraska
$302K -$9.25K -100 -3%
AFP
1229
Ausdal Financial Partners
Iowa
$302K +$10.2K +110 +3%
VFP
1230
Verus Financial Partners
Virginia
$301K -$500K -5,401 -62%
RT
1231
Rockland Trust
Massachusetts
$301K -$37.5K -405 -11%
BCA
1232
Biltmore Capital Advisors
New Jersey
$301K +$29.1K +315 +11%
MIA
1233
MainStreet Investment Advisors
Illinois
$300K -$410K -4,427 -57%
PIP
1234
Peachtree Investment Partners
Florida
$299K +$1.94K +21 +0.6%
AA
1235
Apriem Advisors
California
$299K +$8.32K +90 +3%
XF
1236
XML Financial
Maryland
$296K +$1.29K +14 +0.4%
PI
1237
Putnam Investments
Massachusetts
$294K -$1.87M -20,254 -86%
ET
1238
Equitable Trust
Tennessee
$293K -$93 -1 -0%
BONST
1239
Bank of Nova Scotia Trust
Ontario, Canada
$293K +$370 +4 +0.1%
CIA
1240
ClearBridge Investments (Australia)
Australia
$291K -$63.5M -686,121 -100%
PFGIA
1241
Patriot Financial Group Insurance Agency
Massachusetts
$289K +$93.8K +1,014 +47%
MIC
1242
Meridian Investment Counsel
California
$288K
WDA
1243
Wendell David Associates
New Hampshire
$287K -$145K -1,567 -33%
IC
1244
Intersect Capital
California
$287K +$3.33K +36 +1%
JWBC
1245
J.W. Burns & Co
New York
$284K
BMC
1246
Beaton Management Company
Massachusetts
$284K +$370 +4 +0.1%
WBC
1247
West Branch Capital
Massachusetts
$284K +$12.7K +137 +5%
AC
1248
Abbrea Capital
California
$283K -$45.1K -488 -14%
HWMG
1249
Hurlow Wealth Management Group
Indiana
$283K +$30.8K +333 +12%
Voloridge Investment Management
1250
Voloridge Investment Management
Florida
$282K -$677K -7,316 -70%