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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GL
1226
Graypoint LLC
New York
$579K +$23.3K +209 +4%
MA
1227
MBA Advisors
Pennsylvania
$578K +$58.5K +526 +12%
GWAG
1228
Garrett Wealth Advisory Group
Texas
$577K -$12.6K -113 -2%
FHC
1229
First Heartland Consultants
Missouri
$577K -$252K -2,267 -31%
CCA
1230
Clearwater Capital Advisors
Illinois
$576K +$556K +4,997 New
CI
1231
Conning Inc
Connecticut
$575K -$7.35K -66 -1%
XF
1232
XML Financial
Maryland
$572K -$22K -198 -4%
WAM
1233
Walker Asset Management
Missouri
$569K +$3.78K +34 +0.7%
PA
1234
Probity Advisors
Texas
$568K -$78.6K -706 -13%
CB
1235
CNB Bank
Pennsylvania
$565K -$67.4K -606 -11%
FFBTD
1236
First Financial Bank - Trust Division
Ohio
$564K -$6.68K -60 -1%
DWM
1237
Destination Wealth Management
California
$564K +$119K +1,067 +28%
PWMAG
1238
Pinnacle Wealth Management Advisory Group
New Jersey
$564K -$7.57K -68 -1%
SCM
1239
Saxony Capital Management
Missouri
$564K -$35.2K -316 -6%
PWM
1240
PBMares Wealth Management
Virginia
$563K +$9.57K +86 +2%
OWA
1241
Octavia Wealth Advisors
Ohio
$563K -$25.6K -230 -4%
ABC
1242
Associated Banc-Corp
Wisconsin
$562K -$89.9K -808 -14%
TIA
1243
Traphagen Investment Advisors
New Jersey
$561K +$12.6K +113 +2%
CAL
1244
Capital Analysts LLC
Pennsylvania
$561K +$255K +2,295 +89%
FSA
1245
Financial Security Advisor
Virginia
$560K -$5.9K -53 -1%
BFS
1246
Bard Financial Services
Connecticut
$560K -$124K -1,115 -19%
ST
1247
Spinnaker Trust
Maine
$559K
VWM
1248
Venturi Wealth Management
Texas
$559K -$59.8K -537 -10%
RGC
1249
Roberts, Glore & Co
Illinois
$558K +$111 +1 +0%
TWP
1250
Tyche Wealth Partners
Texas
$555K +$668 +6 +0.1%