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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1301
Essex Investment Management
Massachusetts
$233K
FWCM
1302
Ferguson Wellman Capital Management
Oregon
$233K
HWA
1303
Hilltop Wealth Advisors
North Carolina
$232K +$233K +2,544 New
Kayne Anderson Rudnick Investment Management
1304
Kayne Anderson Rudnick Investment Management
California
$231K +$232K +2,530 New
AP
1305
Appleton Partners
Massachusetts
$231K +$232K +2,534 New
SWA
1306
Sutton Wealth Advisors
Florida
$231K +$275 +3 +0.1%
LBC
1307
Lowe Brockenbrough & Co
Virginia
$230K +$10.2K +111 +5%
EHC
1308
Everett Harris & Co
California
$230K +$231K +2,523 New
SB
1309
Strategic Blueprint
Georgia
$229K
SJL
1310
Shayne & Jacobs LLC
Tennessee
$228K
NJBEST
1311
New Jersey Better Educational Savings Trust
New Jersey
$228K +$229K +2,500 New
AHC
1312
Adell Harriman & Carpenter
Texas
$227K +$36.5K +398 +19%
MFG
1313
Magnus Financial Group
New York
$227K +$3.02K +33 +1%
WFMPM
1314
Woodley Farra Manion Portfolio Management
Indiana
$227K +$12.2K +133 +6%
AIM
1315
AIA Investment Management
Singapore
$224K +$13.1K +143 +6%
SMFS
1316
Squar Milner Financial Services
California
$223K -$159K -1,730 -41%
CAM
1317
Cubic Asset Management
Massachusetts
$223K
SCI
1318
S&CO Inc
Massachusetts
$222K
MC
1319
Middleton & Co
Massachusetts
$221K -$18.8K -205 -8%
WP
1320
WMS Partners
Maryland
$220K -$45.8K -500 -17%
MWM
1321
Mission Wealth Management
California
$220K +$2.93K +32 +1%
VCP
1322
Verus Capital Partners
Arizona
$220K +$221K +2,416 New
AF
1323
Advisornet Financial
Minnesota
$217K -$107K -1,166 -33%
PWMAG
1324
Pinnacle Wealth Management Advisory Group
New Jersey
$217K +$218K +2,382 New
MW
1325
Marcum Wealth
Ohio
$216K +$217K +2,365 New