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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1376
Cozad Asset Management
Illinois
$309K +$132K +1,269 +85%
EWM
1377
Empirical Wealth Management
Washington
$308K -$170K -1,634 -37%
HWMG
1378
Hurlow Wealth Management Group
Indiana
$308K
PWPS
1379
Pinnacle Wealth Planning Services
Ohio
$307K +$48.6K +468 +21%
RWA
1380
Redhawk Wealth Advisors
Minnesota
$305K -$97.8K -942 -26%
SMF
1381
Sterling Manor Financial
New York
$305K
VFPW
1382
Vantage Financial Partners (Wisconsin)
Wisconsin
$305K +$76.8K +739 +37%
MWP
1383
Meridian Wealth Partners
Pennsylvania
$305K +$285K +2,740 New
TW
1384
Towerpoint Wealth
California
$304K
MIA
1385
MainStreet Investment Advisors
Illinois
$304K +$8.72K +84 +3%
NL
1386
NWAM LLC
Washington
$304K +$50.8K +489 +22%
JFGIW
1387
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$302K -$43.3K -417 -13%
CCT
1388
Capital City Trust
Florida
$300K
FAIM
1389
Financial Advocates Investment Management
Washington
$299K -$1.32M -12,753 -83%
BAS
1390
Brown Advisory Securities
Maryland
$298K
TI
1391
tru Independence
Oregon
$298K +$8K +77 +3%
SFO
1392
Stokes Family Office
Louisiana
$298K +$14.7K +142 +6%
Kayne Anderson Rudnick Investment Management
1393
Kayne Anderson Rudnick Investment Management
California
$298K +$25.4K +245 +10%
AW
1394
Alaethes Wealth
Nevada
$297K
COCM
1395
Charter Oak Capital Management
New Hampshire
$297K
KA
1396
Klingman & Associates
New York
$297K +$26.9K +259 +11%
SMH
1397
Sanders Morris Harris
Texas
$296K
TA
1398
TFG Advisers
Michigan
$295K +$1.45K +14 +0.5%
CAAS
1399
Capital Asset Advisory Services
Michigan
$295K +$66.4K +639 +32%
CI
1400
CX Institutional
Indiana
$294K +$63.3K +609 +30%