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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
1526
CI Investments Inc
Ontario, Canada
$223K +$109K +1,134 +110%
VBCG
1527
Valley Brook Capital Group
Pennsylvania
$223K +$208K +2,164 New
SMA
1528
Sage Mountain Advisors
Georgia
$223K +$207K +2,161 New
FW
1529
FirstPurpose Wealth
Utah
$222K +$207K +2,159 New
KCM
1530
KRS Capital Management
Michigan
$221K +$206K +2,147 New
LRPA
1531
L. Roy Papp & Associates
Arizona
$220K +$205K +2,135 New
BCM
1532
Becker Capital Management
Oregon
$219K -$42.7K -445 -17%
IAG
1533
Investmark Advisory Group
Connecticut
$219K +$204K +2,128 New
AC
1534
AXQ Capital
New Jersey
$218K +$204K +2,120 New
CCA
1535
Column Capital Advisors
Indiana
$217K
VIA
1536
Virtus Investment Advisers
Connecticut
$217K
BWM
1537
Blossom Wealth Management
California
$217K +$202K +2,103 New
RPWA
1538
Regent Peak Wealth Advisors
Georgia
$216K -$119K -1,240 -37%
STA
1539
Summit Trail Advisors
New York
$216K -$120K -1,246 -37%
GPA
1540
Guerra Pan Advisors
New Jersey
$216K +$201K +2,093 New
AAS
1541
Annex Advisory Services
Wisconsin
$215K -$106K -1,100 -34%
TWM
1542
Tradition Wealth Management
Minnesota
$215K +$2.69K +28 +1%
PWPS
1543
Pinnacle Wealth Planning Services
Ohio
$215K -$82.7K -861 -29%
BFG
1544
Barber Financial Group
Kansas
$215K +$200K +2,084 New
PP
1545
PDS Planning
Ohio
$214K -$10.1K -105 -5%
HWA
1546
HHM Wealth Advisors
Tennessee
$214K
CWP
1547
CFM Wealth Partners
Texas
$214K -$10.5K -109 -5%
HCA
1548
Horan Capital Advisors
Ohio
$214K +$199K +2,078 New
PFM
1549
Patton Fund Management
Texas
$214K +$199K +2,078 New
SIG
1550
Sargent Investment Group
Maryland
$213K +$199K +2,069 New