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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Impact Partnership Wealth
1576
Impact Partnership Wealth
Georgia
$152K +$129K +1,410 +452%
Community Bank
1577
Community Bank
New York
$152K -$6.88K -75 -4%
RFG
1578
RFP Financial Group
Georgia
$150K – – –
Valley National Advisers
1579
Valley National Advisers
Pennsylvania
$148K -$9.26K -101 -6%
WPWM
1580
Western Pacific Wealth Management
Illinois
$147K +$19.3K +211 +14%
Johnson Financial Group Inc (Wisconsin)
1581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$147K -$43.9K -479 -22%
Country Trust Bank
1582
Country Trust Bank
Illinois
$146K – – –
HBW
1583
Hazlett, Burt & Watson
West Virginia
$145K +$8.25K +90 +6%
Beaird Harris Wealth Management
1584
Beaird Harris Wealth Management
Texas
$144K – – –
Shell Asset Management
1585
Shell Asset Management
Netherlands
$144K – – –
Glassman Wealth Services
1586
Glassman Wealth Services
Virginia
$142K -$9.5K -104 -6%
BWM
1587
Bullock Wealth Management
Indiana
$142K +$7.15K +78 +5%
Arrow Financial
1588
Arrow Financial
New York
$140K -$5.23K -57 -3%
KC
1589
Knuff & Co
California
$138K – – –
TCTC Holdings
1590
TCTC Holdings
Texas
$130K – – –
Vestor Capital
1591
Vestor Capital
Illinois
$124K -$5.5K -60 -4%
DCBT
1592
Dakota Community Bank & Trust
North Dakota
$124K -$1.01K -11 -0.8%
Atwood & Palmer
1593
Atwood & Palmer
Missouri
$122K – – –
Center for Financial Planning
1594
Center for Financial Planning
Michigan
$121K – – –
Icon Wealth Partners
1595
Icon Wealth Partners
Texas
$121K -$20.8K -227 -14%
IRC
1596
Investors Research Corp
Georgia
$116K – – –
NECFA
1597
New England Capital Financial Advisors
Connecticut
$115K – – –
LFA
1598
LGT Financial Advisors
Texas
$115K -$682K -7,434 -85%
RCA
1599
Reitz Capital Advisors
Michigan
$112K +$116K +1,265 New
Sound Income Strategies
1600
Sound Income Strategies
Florida
$110K +$7.79K +85 +7%