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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Smithfield Trust
1626
Smithfield Trust
Pennsylvania
$145K – – –
NMG
1627
New Millennium Group
Utah
$143K -$9.31K -97 -7%
DCBT
1628
Dakota Community Bank & Trust
North Dakota
$143K +$5.76K +60 +5%
AP
1629
Atwood & Palmer
Missouri
$142K – – –
FMTCOCP
1630
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K -$12.4K -129 -9%
AWM
1631
Activest Wealth Management
Florida
$142K – – –
PMFA
1632
Plante Moran Financial Advisors
Michigan
$136K +$288 +3 +0.2%
TFA
1633
Toth Financial Advisory
Virginia
$136K -$2.98K -31 -2%
IRC
1634
Investors Research Corp
Georgia
$135K – – –
NECFA
1635
New England Capital Financial Advisors
Connecticut
$133K +$125K +1,306 New
HCM
1636
Hollencrest Capital Management
California
$132K +$123K +1,286 New
DGAM
1637
Desjardins Global Asset Management
Quebec, Canada
$130K -$171K -1,778 -59%
Compagnie Lombard Odier SCmA
1638
Compagnie Lombard Odier SCmA
Switzerland
$129K – – –
GMA
1639
Glassy Mountain Advisors
Maryland
$128K +$120K +1,247 New
MCM
1640
Manchester Capital Management
Vermont
$128K +$41.6K +433 +53%
Farther Finance Advisors
1641
Farther Finance Advisors
California
$128K +$119K +1,240 New
AWM
1642
Atticus Wealth Management
Florida
$128K +$1.25K +13 +1%
TSWM
1643
Tyler-Stone Wealth Management
Ohio
$127K – – –
CSB
1644
City State Bank
Iowa
$125K – – –
RWM
1645
Ruedi Wealth Management
Illinois
$124K +$116K +1,207 New
AWM
1646
AllSquare Wealth Management
New York
$122K – – –
WPWM
1647
Western Pacific Wealth Management
Illinois
$122K +$27.4K +285 +32%
WOSD
1648
WFA of San Diego
California
$121K +$113K +1,174 New
BAM
1649
Byrne Asset Management
New Jersey
$120K -$14.4K -150 -11%
KFI
1650
Key Financial Inc
Pennsylvania
$119K – – –