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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1226
Boston Financial Management
Massachusetts
$378K +$46.8K +510 +14%
HAIM
1227
Hunter Associates Investment Management
Pennsylvania
$377K +$5.41K +59 +1%
AWAP
1228
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$376K
LA
1229
LVW Advisors
New York
$375K +$390K +4,253 New
PP
1230
Paloma Partners
Connecticut
$375K +$390K +4,252 New
CI
1231
CX Institutional
Indiana
$374K +$25.1K +274 +7%
AWA
1232
AmeriServ Wealth Advisors
Pennsylvania
$371K -$34.3K -374 -8%
BCA
1233
Bray Capital Advisors
Florida
$371K
LA
1234
Latitude Advisors
Florida
$371K +$3.3K +36 +0.9%
HW
1235
Hancock Whitney
Mississippi
$368K -$184K -2,007 -33%
WLIM
1236
White Lighthouse Investment Management
Massachusetts
$367K
DJSG
1237
D.J. St. Germain
Massachusetts
$366K +$27K +294 +8%
CGH
1238
CMG Global Holdings
Texas
$366K
PWAM
1239
Pinnacle West Asset Management
Wyoming
$366K +$11.5K +125 +3%
CWS
1240
Cypress Wealth Services
California
$365K
KS
1241
Karpas Strategies
Connecticut
$365K +$917 +10 +0.2%
NFG
1242
Nations Financial Group
Iowa
$364K +$49.4K +539 +15%
WIC
1243
Wilkins Investment Counsel
Massachusetts
$364K
TIMH
1244
Tilt Investment Management Holdings
New York
$363K
Man Group
1245
Man Group
United Kingdom
$362K -$966K -10,536 Closed
EFG
1246
Everhart Financial Group
Ohio
$361K +$112K +1,219 +42%
OBWG
1247
Onyx Bridge Wealth Group
New York
$361K +$375K +4,088 New
AF
1248
Aldebaran Financial
$360K -$27.5K -300 -7%
LCM
1249
LVM Capital Management
Michigan
$359K
OCG
1250
Opus Capital Group
Ohio
$358K