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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1251
Cypress Wealth Services
California
$388K +$77.2K +702 +24%
IPW
1252
IronBridge Private Wealth
Texas
$387K – – –
FVWA
1253
Foster Victor Wealth Advisors
South Carolina
$387K +$43.7K +397 +12%
WCA
1254
Westover Capital Advisors
Delaware
$386K -$10.3K -94 -3%
Aspiriant LLC
1255
Aspiriant LLC
California
$385K -$8.36K -76 -2%
UAS
1256
United Asset Strategies
New York
$385K +$5.17K +47 +1%
CA
1257
Claro Advisors
Massachusetts
$384K +$220 +2 +0.1%
Centiva Capital
1258
Centiva Capital
New York
$380K +$389K +3,541 New
CWM
1259
CarsonAllaria Wealth Management
Illinois
$377K +$2.97K +27 +0.8%
CFS
1260
CRA Financial Services
New Jersey
$375K -$29.7K -270 -7%
MCF Advisors
1261
MCF Advisors
Kentucky
$375K -$4.84K -44 -1%
HCP
1262
Hexagon Capital Partners
Arkansas
$374K +$25.2K +229 +7%
AIS
1263
AM Investment Strategies
Tennessee
$373K -$6.38K -58 -2%
TC
1264
Telemus Capital
Michigan
$373K – – –
MAG
1265
Mayfair Advisory Group
Alabama
$371K – – –
AA
1266
Apriem Advisors
California
$370K – – –
CA
1267
Calton & Associates
Florida
$368K -$109K -987 -22%
RWI
1268
Red Wave Investments
Pennsylvania
$368K -$37.3K -339 -9%
BHWM
1269
Bar Harbor Wealth Management
New Hampshire
$368K +$8.03K +73 +2%
FBT
1270
First Bankers Trust
Kentucky
$367K -$5.94K -54 -2%
MA
1271
MONECO Advisors
Connecticut
$367K -$110 -1 -0%
Vident Investment Advisory
1272
Vident Investment Advisory
Georgia
$366K -$370K -3,367 -50%
H
1273
HoyleCohen
California
$366K +$220 +2 +0.1%
MSWMA
1274
Market Street Wealth Management Advisors
Indiana
$366K +$3.74K +34 +1%
RCA
1275
Reitz Capital Advisors
Michigan
$364K -$111K -1,007 -23%