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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1476
BXM Wealth
Colorado
$387K +$406K +3,588 New
MIP
1477
Marietta Investment Partners
Wisconsin
$386K
CS
1478
Cannell & Spears
New York
$385K +$405K +3,574 New
FCA
1479
FLC Capital Advisors
California
$385K -$73.4K -648 -15%
FBFS
1480
First Business Financial Services
Wisconsin
$384K +$404K +3,566 New
AWE
1481
Avidian Wealth Enterprises
Texas
$383K +$166K +1,469 +70%
WPW
1482
Waldron Private Wealth
Pennsylvania
$382K +$12.6K +111 +3%
AF
1483
Aldebaran Financial
$382K +$2.61K +23 +0.7%
VAS
1484
Vestmark Advisory Solutions
Massachusetts
$382K +$91.2K +805 +29%
PIAS
1485
PCA Investment Advisory Services
Ohio
$382K +$5.78K +51 +1%
AWAP
1486
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$382K -$55.1K -486 -12%
HS
1487
Horan Securities
United States
$381K -$39.6K -350 -9%
CFG
1488
Clayton Financial Group
Missouri
$381K +$16.5K +146 +4%
RFA
1489
Resurgent Financial Advisors
Georgia
$380K -$106K -934 -21%
FMI
1490
F/M Investments
District of Columbia
$380K -$1.02M -8,963 -72%
KWMG
1491
King Wealth Management Group
Florida
$379K
MIC
1492
Means Investment Company
Maine
$375K +$2.04K +18 +0.5%
KSB
1493
Kennebec Savings Bank
Maine
$374K -$12K -106 -3%
VFP
1494
Verus Financial Partners
Virginia
$373K +$227 +2 +0.1%
PCA
1495
Pallas Capital Advisors
Massachusetts
$372K +$10.8K +95 +3%
FAM
1496
Flaharty Asset Management
Florida
$371K -$24K -212 -6%
LSPW
1497
Lake Street Private Wealth
Illinois
$371K -$105K -925 -21%
SFP
1498
Sandbox Financial Partners
Maryland
$370K -$1.59K -14 -0.4%
BTWM
1499
Brass Tax Wealth Management
Ohio
$370K +$1.93K +17 +0.5%
FBC
1500
Fairfield, Bush & Co
Connecticut
$370K