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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1476
Wealth Management Associates
New Jersey
$236K
MPCG
1477
Matrix Private Capital Group
New York
$235K -$1.93K -19 -0.8%
LCM
1478
LCM Capital Management
Illinois
$234K +$226K +2,226 New
SBF
1479
Sara-Bay Financial
Florida
$234K +$226K +2,227 New
NL
1480
NWAM LLC
Washington
$234K +$226K +2,230 New
TCOO
1481
Trust Company of Oklahoma
Oklahoma
$233K +$226K +2,225 New
WAG
1482
Winthrop Advisory Group
Massachusetts
$233K -$4.26K -42 -2%
KTC
1483
Kistler-Tiffany Companies
Pennsylvania
$233K +$608 +6 +0.3%
Bank Julius Baer & Co
1484
Bank Julius Baer & Co
Switzerland
$233K +$64.7K +638 +40%
AWE
1485
Avidian Wealth Enterprises
Texas
$233K +$225K +2,217 New
OTL
1486
Oak Thistle LLC
New York
$233K +$225K +2,223 New
PCG
1487
Private Capital Group
Connecticut
$231K -$86.6K -854 -28%
CAM
1488
Cubic Asset Management
Massachusetts
$231K
LRPA
1489
L. Roy Papp & Associates
Arizona
$231K
CCC
1490
Chelsea Counsel Company
California
$230K -$31.5K -311 -12%
HWM
1491
HFR Wealth Management
New York
$230K
LWP
1492
Lumature Wealth Partners
Georgia
$230K
VBCG
1493
Valley Brook Capital Group
Pennsylvania
$230K
MKC
1494
M. Kraus & Co
Vermont
$229K -$11.8K -116 -5%
IFAM
1495
Institutional & Family Asset Management
Colorado
$228K
RWA
1496
Redmont Wealth Advisors
Illinois
$228K +$220K +2,170 New
WMA
1497
West Michigan Advisors
Michigan
$228K +$221K +2,178 New
AAS
1498
Annex Advisory Services
Wisconsin
$227K +$8.41K +83 +4%
PWM
1499
Provident Wealth Management
Tennessee
$226K -$5.07K -50 -2%
GAM
1500
Griffin Asset Management
New York
$226K +$218K +2,151 New