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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
UAS
1526
United Asset Strategies
New York
$327K +$68K +611 +27%
QWP
1527
Quotient Wealth Partners
Texas
$326K +$2K +18 +0.6%
EAM
1528
Everstar Asset Management
North Carolina
$326K +$315K +2,830 New
BFA
1529
Buttonwood Financial Advisors
Maryland
$325K -$24.7K -222 -7%
KI
1530
Kapitalo Investimentos
Brazil
$324K +$313K +2,812 New
RMAM
1531
Raab & Moskowitz Asset Management
New Jersey
$322K +$34.2K +307 +12%
BW
1532
BIP Wealth
Georgia
$321K +$4.12K +37 +1%
BIA
1533
Beacon Investment Advisors
Maryland
$321K +$1.45K +13 +0.5%
CNBTD
1534
Citizens National Bank Trust Department
Mississippi
$321K
WI
1535
WrapManager Inc
California
$319K -$211K -1,897 -41%
LAS
1536
Lloyd Advisory Services
Georgia
$319K -$102K -918 -25%
SL
1537
Sentinus LLC
Illinois
$318K +$19.5K +175 +7%
BWM
1538
Blossom Wealth Management
California
$318K
VCAM
1539
Van Cleef Asset Management
Ohio
$317K
VAS
1540
Vestmark Advisory Solutions
Massachusetts
$316K +$305K +2,741 New
PCMF
1541
Private Capital Management (Florida)
Florida
$316K -$172K -1,547 -36%
FH
1542
FWG Holdings
Florida
$315K -$39.5K -355 -12%
MSFP
1543
Mark Sheptoff Financial Planning
Connecticut
$315K -$5.57K -50 -2%
BWM
1544
Baron Wealth Management
Michigan
$315K +$10.2K +92 +3%
CPSC
1545
Carl P. Sherr & Co
Massachusetts
$314K
CBT
1546
Central Bank & Trust
Kentucky
$313K
OBWG
1547
Onyx Bridge Wealth Group
New York
$313K +$779 +7 +0.3%
EWM
1548
Elmwood Wealth Management
California
$313K -$11.9K -107 -4%
CCC
1549
Chelsea Counsel Company
California
$311K +$39K +350 +15%
PIP
1550
Peachtree Investment Partners
Florida
$310K +$6.23K +56 +2%