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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1276
Silverlake Wealth Management
Vermont
$744K +$625 +5 +0.1%
FFG
1277
Fortem Financial Group
California
$742K +$284K +2,270 +67%
JWA
1278
JFS Wealth Advisors
Pennsylvania
$742K -$21.1K -169 -3%
SAG
1279
SageView Advisory Group
California
$742K -$1.69M -13,533 -70%
EB
1280
Eastern Bank
Massachusetts
$742K -$7.63K -61 -1%
BHWM
1281
Bar Harbor Wealth Management
New Hampshire
$740K
VCP
1282
Verus Capital Partners
Arizona
$740K +$18.4K +147 +3%
GIA
1283
Guyasuta Investment Advisors
Pennsylvania
$732K
CC
1284
Corsicana & Co
Texas
$732K -$10.5K -84 -1%
IBOK
1285
Independence Bank of Kentucky
Kentucky
$728K -$13.8K -110 -2%
MA
1286
MBA Advisors
Pennsylvania
$727K +$15.6K +125 +2%
PVM
1287
Palogic Value Management
Texas
$725K
HPWM
1288
High Point Wealth Management
New Jersey
$722K +$21.8K +174 +3%
EGA
1289
E&G Advisors
Texas
$721K +$500 +4 +0.1%
PE
1290
PCM Encore
Colorado
$719K +$40.9K +327 +6%
DWML
1291
Decker Wealth Management LLC
Tennessee
$717K
CFO
1292
CVA Family Office
Colorado
$716K +$48.3K +386 +8%
OWA
1293
Octavia Wealth Advisors
Ohio
$716K +$55.9K +447 +9%
Members Trust
1294
Members Trust
Florida
$714K
TA
1295
TrueWealth Advisors
Alabama
$713K +$156K +1,246 +30%
VWM
1296
Venturi Wealth Management
Texas
$712K +$60.8K +486 +10%
WC
1297
Waterloo Capital
Texas
$711K +$679K +5,428 New
RPCONE
1298
Retirement Planning Company of New England
Rhode Island
$708K -$1.38K -11 -0.2%
TF
1299
Tudor Financial
Ohio
$708K +$625 +5 +0.1%
PCM
1300
Palisade Capital Management
New Jersey
$704K +$312K +2,493 +86%