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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AAB
1426
ABN AMRO Bank
Netherlands
$562K -$164K -1,300 -23%
CWM
1427
Calamos Wealth Management
Illinois
$559K -$65.3K -518 -10%
MWM
1428
Meadowbrook Wealth Management
New York
$558K +$125K +990 +29%
ZIM
1429
Zacks Investment Management
Illinois
$558K -$32.9K -261 -6%
TC
1430
Truvestments Capital
Florida
$556K -$7.44K -59 -1%
NF
1431
Nikulski Financial
Iowa
$556K -$3.15K -25 -0.6%
FWM
1432
Focused Wealth Management
New York
$555K +$13.9K +110 +3%
KAS
1433
KPP Advisory Services
Kentucky
$554K -$4.16K -33 -0.7%
QWP
1434
Quotient Wealth Partners
Texas
$553K +$62.8K +498 +13%
TDB
1435
Thompson David Blair
$553K +$11.2K +89 +2%
VCM
1436
Versant Capital Management
Arizona
$549K +$87.3K +692 +19%
SGK
1437
Steigerwald Gordon & Koch
Virginia
$548K +$11.5K +91 +2%
AGA
1438
Arkos Global Advisors
Texas
$548K +$7.19K +57 +1%
JFGIW
1439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K +$335K +2,652 +158%
AAIM
1440
Asset Advisors Investment Management
Georgia
$548K -$43.6K -346 -7%
AWM
1441
Adams Wealth Management
Utah
$547K +$96.1K +762 +21%
OA
1442
Oxbow Advisors
Texas
$544K +$199K +1,578 +58%
NB
1443
NBT Bank
New York
$542K -$69.3K -549 -11%
WA
1444
Waddell & Associates
Tennessee
$541K
MA
1445
MJP Associates
Connecticut
$538K -$65.6K -520 -11%
BF
1446
Brucke Financial
Indiana
$538K +$151K +1,199 +39%
AA
1447
Acorns Advisers
California
$537K +$40.2K +319 +8%
MAG
1448
Mayfair Advisory Group
Alabama
$536K +$45.4K +360 +10%
ALAM
1449
Asahi Life Asset Management
Japan
$536K +$54K +428 +11%
MFGM
1450
Marshall Financial Group (Maryland)
Maryland
$536K -$80.1K -635 -13%