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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
1326
Live Oak Investment Partners
Texas
$686K +$23.1K +183 +3%
FCH
1327
Freestone Capital Holdings
Washington
$683K -$60.9K -483 -8%
CA
1328
Crewe Advisors
Utah
$682K +$3.78K +30 +0.6%
VH
1329
Visionary Horizons
Tennessee
$682K -$56.4K -447 -8%
CWM
1330
Cordatus Wealth Management
Pennsylvania
$678K +$3.15K +25 +0.5%
Members Trust
1331
Members Trust
Florida
$678K -$12.6K -100 -2%
GIA
1332
Guyasuta Investment Advisors
Pennsylvania
$677K -$30.4K -241 -4%
GIA
1333
Gladstone Institutional Advisory
Florida
$675K +$65.1K +516 +11%
Q1WB
1334
Quest 10 Wealth Builders
Virginia
$675K +$10.2K +81 +2%
SS
1335
STG Securities
New York
$674K +$672K +5,325 New
WIC
1336
Wilkins Investment Counsel
Massachusetts
$672K – – –
MFWP
1337
Mosaic Family Wealth Partners
Missouri
$671K +$93.3K +740 +16%
ATS
1338
Ashton Thomas Securities
New York
$670K +$68.9K +546 +11%
TF
1339
Tudor Financial
Ohio
$668K -$16.3K -129 -2%
AWMM
1340
Aegis Wealth Management (Maryland)
Maryland
$665K +$32.5K +258 +5%
BC
1341
Burney Company
Virginia
$662K +$343K +2,719 +108%
AIM
1342
Aspen Investment Management
Michigan
$661K +$4.29K +34 +0.7%
IAP
1343
Indie Asset Partners
Indiana
$660K – – –
RPCONE
1344
Retirement Planning Company of New England
Rhode Island
$660K -$23.8K -189 -3%
CWS
1345
Cypress Wealth Services
California
$659K -$72.5K -575 -10%
FWP
1346
Firethorn Wealth Partners
Georgia
$659K +$4.16K +33 +0.6%
CAM
1347
Costello Asset Management
Pennsylvania
$658K -$1.77K -14 -0.3%
HWA
1348
HHM Wealth Advisors
Tennessee
$655K -$3.78K -30 -0.6%
DWM
1349
Destination Wealth Management
California
$654K +$48.1K +381 +8%
OAM
1350
Ostrum Asset Management
France
$654K – – –