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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1401
Jackson Wealth Management
Florida
$273K -$44.5K -471 -13%
FEM
1402
Fulcrum Equity Management
Texas
$273K +$3.21K +34 +1%
CPSC
1403
Carl P. Sherr & Co
Massachusetts
$270K -$1.04K -11 -0.4%
AT
1404
Arden Trust
Delaware
$269K -$124K -1,317 -31%
CC
1405
Cadinha & Co
Hawaii
$269K +$1.6K +17 +0.6%
HWMG
1406
Hurlow Wealth Management Group
Indiana
$268K -$378 -4 -0.1%
FA
1407
Fagan Associates
New York
$267K
AT
1408
American Trust
Kentucky
$267K -$14.2K -150 -5%
CA
1409
Clearstead Advisors
Ohio
$265K +$15.8K +167 +6%
PCA
1410
Prosperity Capital Advisors
Ohio
$265K +$11.2K +119 +4%
EWA
1411
EverSource Wealth Advisors
Alabama
$263K -$31.9K -338 -10%
NDSI
1412
Newman Dignan & Sheerar Inc
Rhode Island
$263K
MCM
1413
McDonough Capital Management
Florida
$262K +$283 +3 +0.1%
BTW
1414
Boston Trust Walden
Massachusetts
$262K
CT
1415
Cambridge Trust
Massachusetts
$261K -$26K -275 -9%
MFWP
1416
Mosaic Family Wealth Partners
Missouri
$260K -$472 -5 -0.2%
PCP
1417
Proficio Capital Partners
Massachusetts
$260K -$132K -1,398 -33%
FAG
1418
Fortitude Advisory Group
Washington
$259K -$11.1K -118 -4%
VFP
1419
Verus Financial Partners
Virginia
$259K +$378 +4 +0.1%
AWE
1420
Avidian Wealth Enterprises
Texas
$259K -$159K -1,680 -37%
Kayne Anderson Rudnick Investment Management
1421
Kayne Anderson Rudnick Investment Management
California
$258K
EFG
1422
Everhart Financial Group
Ohio
$257K -$35.2K -373 -12%
EWM
1423
Elmwood Wealth Management
California
$255K
EWM
1424
Empirical Wealth Management
Washington
$255K +$268K +2,843 New
GFP
1425
Gryphon Financial Partners
Ohio
$255K +$2.93K +31 +1%