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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1551
Advisornet Financial
Minnesota
$214K +$24.8K +251 +13%
RZH
1552
Relyea Zuckerberg Hanson
Connecticut
$213K +$218K +2,211 New
RPWA
1553
Regent Peak Wealth Advisors
Georgia
$213K +$11.1K +112 +5%
TCM
1554
True Capital Management
California
$213K +$24.8K +251 +13%
ERIM
1555
Eagle Ridge Investment Management
Connecticut
$212K +$217K +2,201 New
CA
1556
Cornerstone Advisors
North Carolina
$212K – – –
BSB
1557
Bangor Savings Bank
Maine
$212K – – –
AC
1558
Avestar Capital
New York
$212K +$17K +172 +9%
COCM
1559
Charter Oak Capital Management
New Hampshire
$211K – – –
HWA
1560
HHM Wealth Advisors
Tennessee
$210K +$9.88K +100 +5%
Accredited Investors
1561
Accredited Investors
Minnesota
$210K +$215K +2,178 New
Plancorp LLC
1562
Plancorp LLC
Missouri
$210K +$215K +2,177 New
RFN
1563
Redwood Financial Network
Ohio
$209K +$593 +6 +0.3%
LNB
1564
Ledyard National Bank
$209K -$14.8K -150 -6%
IFAM
1565
Institutional & Family Asset Management
Colorado
$209K – – –
TWM
1566
Tradition Wealth Management
Minnesota
$209K +$8K +81 +4%
VBCG
1567
Valley Brook Capital Group
Pennsylvania
$209K – – –
Robertson Stephens Wealth Management
1568
Robertson Stephens Wealth Management
California
$208K +$213K +2,161 New
TFS
1569
Thoroughbred Financial Services
Tennessee
$208K +$9.29K +94 +5%
LRPA
1570
L. Roy Papp & Associates
Arizona
$206K – – –
KWM
1571
Keebeck Wealth Management
Illinois
$205K -$119K -1,200 -36%
SIMG
1572
Sonora Investment Management Group
Arizona
$205K +$210K +2,124 New
MSFS
1573
Main Street Financial Solutions
Pennsylvania
$204K +$209K +2,117 New
OAM
1574
Ostrum Asset Management
France
$204K +$209K +2,115 New
VCM
1575
Virtue Capital Management
Tennessee
$204K +$3.26K +33 +2%