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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
6M
1526
6 Meridian
Kansas
$214K -$6.39K -63 -3%
RDFA
1527
Ritter Daniher Financial Advisory
Ohio
$213K +$203 +2 +0.1%
CX Institutional
1528
CX Institutional
Indiana
$213K +$15.9K +157 +8%
XWM
1529
Xcel Wealth Management
Florida
$212K +$204K +2,017 New
PTCG
1530
Pring Turner Capital Group
California
$212K +$205K +2,018 New
AFS
1531
Axiom Financial Strategies
Indiana
$212K +$205K +2,023 New
NCMW
1532
Northern Capital Management (Washington)
Washington
$211K +$204K +2,009 New
ST
1533
Spinnaker Trust
Maine
$211K +$205K +2,019 New
CAAS
1534
Capital Asset Advisory Services
Michigan
$210K -$7.71K -76 -4%
HSA
1535
Hussman Strategic Advisors
Maryland
$210K – – –
AA
1536
Auxano Advisors
Washington
$210K +$203K +2,000 New
LIA
1537
LS Investment Advisors
Michigan
$210K +$203K +2,000 New
HCA
1538
Horan Capital Advisors
Ohio
$210K +$203K +2,005 New
FUBT
1539
First United Bank & Trust
Maryland
$210K +$203K +2,006 New
AWM
1540
Absher Wealth Management
North Carolina
$209K -$84.5K -834 -30%
RCA
1541
Ranch Capital Advisors
Florida
$209K -$10.1K -100 -5%
SWK
1542
Stephen W. Kidder
$209K +$202K +1,991 New
VFPW
1543
Vantage Financial Partners (Wisconsin)
Wisconsin
$209K +$202K +1,992 New
GPA
1544
Guerra Pan Advisors
New Jersey
$209K +$202K +1,993 New
EHAM
1545
Eagle Harbor Asset Management
Washington
$209K +$202K +1,988 New
ALAM
1546
Asahi Life Asset Management
Japan
$208K -$205K -2,020 -51%
RFA
1547
Reilly Financial Advisors
California
$208K +$69.3K +684 +53%
LWM
1548
Liberty Wealth Management
California
$207K -$278K -2,746 Closed
M&G Investment Management
1549
M&G Investment Management
United Kingdom
$207K -$29.7K -293 -13%
WP
1550
WMS Partners
Maryland
$207K +$200K +1,970 New