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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1326
Sterling Investment Counsel
New York
$333K -$44.5K -450 -12%
CWM
1327
CarsonAllaria Wealth Management
Illinois
$333K +$1.78K +18 +0.5%
FBT
1328
First Bankers Trust
Kentucky
$331K +$7.01K +71 +2%
MAG
1329
Mayfair Advisory Group
Alabama
$330K
PP
1330
PDS Planning
Ohio
$328K +$130K +1,321 +64%
LI
1331
Lafayette Investments
Maryland
$328K -$98.8K -1,000 -23%
AL
1332
Aspiriant LLC
California
$327K -$6.32K -64 -2%
PL
1333
Perpetual Ltd
Australia
$327K +$335K +3,389 New
SFG
1334
StrategIQ Financial Group
Indiana
$324K
MSWMA
1335
Market Street Wealth Management Advisors
Indiana
$322K
SLT
1336
St Louis Trust
Missouri
$322K
CI Investments Inc
1337
CI Investments Inc
Ontario, Canada
$321K +$115K +1,160 +53%
CWS
1338
Cypress Wealth Services
California
$320K -$54.5K -552 -14%
GL
1339
Graypoint LLC
New York
$319K +$58.5K +592 +22%
IAMOG
1340
Investors Asset Management of Georgia
Georgia
$318K +$3.65K +37 +1%
CBFP
1341
Cedar Brook Financial Partners
Ohio
$317K +$58.2K +589 +22%
SIA
1342
Strategic Investment Advisors
Michigan
$316K -$101K -1,026 -24%
EWA
1343
EverSource Wealth Advisors
Alabama
$316K -$81.8K -828 -20%
BHWM
1344
Bar Harbor Wealth Management
New Hampshire
$315K -$296 -3 -0.1%
FWM
1345
ForthRight Wealth Management
Georgia
$315K +$1.88K +19 +0.6%
AIC
1346
Argus Investors Counsel
New York
$314K +$322K +3,259 New
MWP
1347
Meridian Wealth Partners
Pennsylvania
$314K +$11.6K +117 +4%
SCA
1348
Stokes Capital Advisors
South Carolina
$313K +$13.6K +138 +4%
EFG
1349
Everhart Financial Group
Ohio
$313K +$320K +3,242 New
BBNB
1350
Baker Boyer National Bank
Washington
$310K