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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
1526
Redwood Financial Network
Ohio
$224K -$11.7K -106 -5%
CCA
1527
Column Capital Advisors
Indiana
$224K – – –
HWA
1528
HHM Wealth Advisors
Tennessee
$223K – – –
LIG
1529
Lokken Investment Group
Delaware
$223K +$1.32K +12 +0.6%
VCM
1530
Virtue Capital Management
Tennessee
$222K +$29.9K +272 +15%
CWG
1531
Crown Wealth Group
North Carolina
$221K -$5.17K -47 -2%
LCM
1532
Liberty Capital Management
Michigan
$220K – – –
Calamos Wealth Management
1533
Calamos Wealth Management
Illinois
$220K +$9.9K +90 +5%
PP
1534
PDS Planning
Ohio
$219K +$5.28K +48 +2%
NIMI
1535
Natixis Investment Managers International
France
$219K +$225K +2,046 New
M
1536
MOTCO
Texas
$218K -$1.09M -9,905 -83%
OFG
1537
Oxford Financial Group
Indiana
$218K +$11.1K +101 +5%
W
1538
WealthOne
New York
$218K +$15K +136 +7%
AFS
1539
Axiom Financial Strategies
Indiana
$217K – – –
HWM
1540
HFR Wealth Management
New York
$217K – – –
B
1541
Brightworth
Georgia
$216K – – –
XWM
1542
Xcel Wealth Management
Florida
$216K +$220 +2 +0.1%
MAM
1543
McLean Asset Management
Virginia
$216K +$990 +9 +0.4%
IC
1544
Inverness Counsel
New York
$216K +$222K +2,017 New
H6H
1545
Hightower 6M Holding
Kansas
$215K -$220 -2 -0.1%
NCMW
1546
Northern Capital Management (Washington)
Washington
$215K – – –
PB
1547
Pinnacle Bancorp
Nebraska
$215K – – –
AA
1548
Auxano Advisors
Washington
$214K – – –
LIA
1549
LS Investment Advisors
Michigan
$214K – – –
SBL
1550
Sargent Bickham Lagudis
Colorado
$214K +$21.1K +192 +11%