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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
1401
Eads & Heald Wealth Management
Georgia
$258K +$8.25K +90 +3%
FAG
1402
Fortitude Advisory Group
Washington
$258K +$3.02K +33 +1%
BTW
1403
Boston Trust Walden
Massachusetts
$258K
AAS
1404
Annex Advisory Services
Wisconsin
$257K -$61K -665 -19%
WP
1405
WealthSource Partners
California
$257K -$47.3K -516 -15%
CA
1406
CapWealth Advisors
Tennessee
$256K +$47.9K +522 +22%
MFWP
1407
Mosaic Family Wealth Partners
Missouri
$256K +$550 +6 +0.2%
VCAM
1408
Van Cleef Asset Management
Ohio
$256K -$18K -196 -6%
AWE
1409
Avidian Wealth Enterprises
Texas
$256K +$1.1K +12 +0.4%
WMA
1410
West Michigan Advisors
Michigan
$255K -$34.8K -380 -12%
Kayne Anderson Rudnick Investment Management
1411
Kayne Anderson Rudnick Investment Management
California
$254K
CWM
1412
Centurion Wealth Management
Virginia
$253K +$4.31K +47 +2%
CAM
1413
CenterStar Asset Management
Illinois
$253K +$263K +2,864 New
1IA
1414
1834 Investment Advisors
Wisconsin
$252K -$46.4K -506 -15%
GHAM
1415
Gilman Hill Asset Management
Connecticut
$252K +$12.7K +138 +5%
NSG
1416
Nalls Sherbakoff Group
Tennessee
$251K +$12K +131 +5%
EWM
1417
Elmwood Wealth Management
California
$251K +$92 +1 +0%
WBC
1418
West Branch Capital
Massachusetts
$251K
SIG
1419
Spinnaker Investment Group
California
$250K +$275 +3 +0.1%
AWAU
1420
Alliance Wealth Advisors (Utah)
Utah
$250K +$26.3K +287 +11%
FCA
1421
FLC Capital Advisors
California
$250K +$260K +2,831 New
DBT
1422
Dubuque Bank & Trust
Iowa
$250K +$39.5K +431 +18%
OPPS
1423
Obsidian Personal Planning Solutions
Maryland
$249K
FC
1424
FCA Corp
Texas
$247K +$6.88K +75 +3%
SAM
1425
Summit Asset Management
Tennessee
$246K