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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1426
PDS Planning
Ohio
$573K +$37.6K +298 +7%
Los Angeles Capital Management
1427
Los Angeles Capital Management
California
$573K -$3.06M -24,246 -84%
AL
1428
Aspiriant LLC
California
$570K +$16.9K +134 +3%
AZ
1429
Alpha Zero
Florida
$570K +$298K +2,366 +110%
PWAM
1430
Pinnacle West Asset Management
Wyoming
$569K – – –
CA
1431
Calton & Associates
Florida
$569K -$242K -1,919 -30%
CCA
1432
Childress Capital Advisors
Texas
$568K -$63.3K -502 -10%
HFAS
1433
Hummer Financial Advisory Services
Illinois
$566K – – –
AIC
1434
Argus Investors Counsel
New York
$563K – – –
AAB
1435
ABN AMRO Bank
Netherlands
$562K -$164K -1,300 -23%
CWM
1436
Calamos Wealth Management
Illinois
$559K -$65.3K -518 -10%
MWM
1437
Meadowbrook Wealth Management
New York
$558K +$125K +990 +29%
ZIM
1438
Zacks Investment Management
Illinois
$558K -$32.9K -261 -6%
TC
1439
Truvestments Capital
Florida
$556K -$7.44K -59 -1%
NF
1440
Nikulski Financial
Iowa
$556K -$3.15K -25 -0.6%
FWM
1441
Focused Wealth Management
New York
$555K +$13.9K +110 +3%
KAS
1442
KPP Advisory Services
Kentucky
$554K -$4.16K -33 -0.7%
QWP
1443
Quotient Wealth Partners
Texas
$553K +$62.8K +498 +13%
TDB
1444
Thompson David Blair
$553K +$11.2K +89 +2%
VCM
1445
Versant Capital Management
Arizona
$549K +$87.3K +692 +19%
SGK
1446
Steigerwald Gordon & Koch
Virginia
$548K +$11.5K +91 +2%
AGA
1447
Arkos Global Advisors
Texas
$548K +$7.19K +57 +1%
JFGIW
1448
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K +$335K +2,652 +158%
AAIM
1449
Asset Advisors Investment Management
Georgia
$548K -$43.6K -346 -7%
AWM
1450
Adams Wealth Management
Utah
$547K +$96.1K +762 +21%