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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BOM
1301
Bank of Marin
California
$339K -$4.84K -44 -1%
MIC
1302
Meridian Investment Counsel
California
$337K – – –
OWA
1303
Octavia Wealth Advisors
Ohio
$337K +$7.37K +67 +2%
EFG
1304
Everhart Financial Group
Ohio
$337K +$122K +1,105 +54%
PTP
1305
Platform Technology Partners
New York
$336K +$57.6K +524 +20%
AAIM
1306
Asset Advisors Investment Management
Georgia
$335K – – –
FWTB
1307
First Western Trust Bank
Colorado
$335K – – –
CIA
1308
Cladis Investment Advisory
Montana
$335K – – –
AMM
1309
American Money Management
California
$334K -$48.9K -445 -13%
Gotham Asset Management
1310
Gotham Asset Management
New York
$334K -$3.96K -36 -1%
MWP
1311
Meridian Wealth Partners
Pennsylvania
$334K +$40.9K +372 +14%
BI Asset Management Fondsmaeglerselskab
1312
BI Asset Management Fondsmaeglerselskab
Denmark
$334K +$342K +3,112 New
CCT
1313
Capital City Trust
Florida
$333K +$45.1K +410 +15%
NSIM
1314
North Star Investment Management
Illinois
$332K -$16.5K -150 -5%
JWBC
1315
J.W. Burns & Co
New York
$332K – – –
Letko, Brosseau & Associates
1316
Letko, Brosseau & Associates
Quebec, Canada
$332K – – –
SFG
1317
StrategIQ Financial Group
Indiana
$332K +$5.5K +50 +2%
AF
1318
Advisornet Financial
Minnesota
$331K -$220 -2 -0.1%
Empirical Wealth Management
1319
Empirical Wealth Management
Washington
$331K +$36.2K +329 +12%
P
1320
Pitcairn
Pennsylvania
$330K +$8.03K +73 +2%
LIA
1321
LSP Investment Advisors
New York
$328K – – –
RPWA
1322
Regent Peak Wealth Advisors
Georgia
$328K +$4.73K +43 +1%
MP
1323
McDonald Partners
Ohio
$328K +$337K +3,062 New
C
1324
CEDRUS
Colorado
$328K +$68.2K +620 +25%
NAS
1325
Nicolet Advisory Services
Wisconsin
$327K -$990 -9 -0.3%