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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1426
Provident Wealth Management
Tennessee
$218K – – –
CAM
1427
Cubic Asset Management
Massachusetts
$217K – – –
LRPA
1428
L. Roy Papp & Associates
Arizona
$217K – – –
LWP
1429
Lumature Wealth Partners
Georgia
$217K – – –
VBCG
1430
Valley Brook Capital Group
Pennsylvania
$217K +$20.1K +200 +10%
HWM
1431
HFR Wealth Management
New York
$216K +$220K +2,189 New
WTB
1432
Washington Trust Bank
Washington
$215K -$7.94K -79 -3%
Ritholtz Wealth Management
1433
Ritholtz Wealth Management
New York
$215K +$219K +2,180 New
IFAM
1434
Institutional & Family Asset Management
Colorado
$214K – – –
BCA
1435
Berman Capital Advisors
Georgia
$213K +$83.3K +829 +62%
PCAP
1436
Pratt Collard Advisory Partners
New York
$212K -$8.34K -83 -4%
PCP
1437
Proficio Capital Partners
Massachusetts
$210K -$30.3K -302 -12%
WP
1438
WMS Partners
Maryland
$209K -$8.54K -85 -4%
DAC
1439
Dividend Assets Capital
South Carolina
$209K -$5.02K -50 -2%
CCA
1440
Childress Capital Advisors
Texas
$207K -$63.8K -635 -23%
W
1441
Wealthquest
Ohio
$207K -$1.51K -15 -0.7%
Country Trust Bank
1442
Country Trust Bank
Illinois
$207K – – –
NFG
1443
Nations Financial Group
Iowa
$207K +$210K +2,092 New
MFGM
1444
Marshall Financial Group (Maryland)
Maryland
$207K +$210K +2,094 New
CCA
1445
Column Capital Advisors
Indiana
$206K -$10K -100 -5%
Pathstone Family Office
1446
Pathstone Family Office
New Jersey
$205K -$1.41K -14 -0.7%
KTC
1447
Kistler-Tiffany Companies
Pennsylvania
$204K +$11.8K +117 +6%
LIG
1448
Lokken Investment Group
Delaware
$203K -$4.72K -47 -2%
MCA
1449
Mercer Capital Advisers
New Jersey
$203K – – –
LCM
1450
Liberty Capital Management
Michigan
$202K -$18.8K -187 -8%