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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EFA
1251
Edge Financial Advisors
Illinois
$646K +$67.8K +575 +12%
AWM
1252
Aprio Wealth Management
Georgia
$645K +$118K +1,001 +22%
SWM
1253
Spire Wealth Management
Virginia
$645K -$200K -1,699 -24%
VCP
1254
Verus Capital Partners
Arizona
$643K +$38.8K +329 +6%
TF
1255
Tudor Financial
Ohio
$642K +$10K +85 +2%
HI
1256
Hendershot Investments
Virginia
$642K +$74.3K +630 +13%
Connor, Clark & Lunn Investment Management (CC&L)
1257
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$641K +$307K +2,600 +92%
PCS
1258
Personal CFO Solutions
New Jersey
$638K -$72.8K -617 -10%
CF
1259
Claris Financial
Virginia
$637K -$152K -1,287 -19%
AF
1260
Apexium Financial
Texas
$633K +$15.3K +130 +2%
GL
1261
Graypoint LLC
New York
$631K +$33.6K +285 +6%
BWM
1262
BCGM Wealth Management
Indiana
$629K +$1.42K +12 +0.2%
CAL
1263
Capital Analysts LLC
Pennsylvania
$629K -$20.3K -172 -3%
AIM
1264
Aspen Investment Management
Michigan
$628K +$53.1K +450 +9%
HCM
1265
Howard Capital Management
Georgia
$627K +$69.6K +590 +12%
RFA
1266
Register Financial Advisors
Georgia
$627K -$17.5K -148 -3%
NB
1267
NBT Bank
New York
$626K -$85.4K -724 -12%
IF
1268
Intrua Financial
Texas
$625K -$20.5K -174 -3%
APIM
1269
Agate Pass Investment Management
Washington
$625K -$11.8K -100 -2%
CFP
1270
Catalyst Financial Partners
Massachusetts
$624K +$23K +195 +4%
HL
1271
HeadInvest LLC
Maine
$623K -$117K -992 -16%
MA
1272
MBA Advisors
Pennsylvania
$620K +$6.49K +55 +1%
PWM
1273
PBMares Wealth Management
Virginia
$616K
SLT
1274
St Louis Trust
Missouri
$614K
CA
1275
Crewe Advisors
Utah
$614K +$6.61K +56 +1%