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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
1626
Vantage Financial Partners (Illinois)
Illinois
$232K – – –
CC
1627
Corton Capital
Ontario, Canada
$231K +$6.6K +66 +3%
BCCM
1628
Bridge Creek Capital Management
Massachusetts
$231K – – –
PIA
1629
Pinion Investment Advisors
Kansas
$231K -$57.5K -575 -20%
LWM
1630
Liberty Wealth Management
California
$231K +$562K +5,622 +251%
VFPW
1631
Vantage Financial Partners (Wisconsin)
Wisconsin
$231K -$26.1K -261 -10%
AGM
1632
Alpine Global Management
New York
$231K +$230K +2,300 New
H
1633
HoyleCohen
California
$230K -$87.7K -877 -28%
AWS
1634
Arkfeld Wealth Strategies
Nebraska
$229K +$1.7K +17 +0.8%
1WM
1635
1900 Wealth Management
Texas
$228K – – –
MAM
1636
Mainsail Asset Management
Alabama
$228K – – –
Empirical Wealth Management
1637
Empirical Wealth Management
Washington
$227K -$215K -2,145 -49%
FMTCOCP
1638
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$227K – – –
OL
1639
Optas LLC
Texas
$227K -$215K -2,150 -49%
PCP
1640
Proficio Capital Partners
Massachusetts
$226K -$9.9K -99 -4%
TWM
1641
Tradition Wealth Management
Minnesota
$226K +$2.4K +24 +1%
NB
1642
Nicolet Bankshares
Wisconsin
$226K -$33.6K -336 -13%
AGWCA
1643
Annis Gardner Whiting Capital Advisors
Florida
$226K +$1.9K +19 +0.8%
Callan Family Office
1644
Callan Family Office
Pennsylvania
$225K +$225K +2,249 New
MPCG
1645
Matrix Private Capital Group
New York
$225K +$1.5K +15 +0.7%
TA
1646
TrueWealth Advisors
Alabama
$225K -$18.5K -185 -8%
MKC
1647
M. Kraus & Co
Vermont
$223K +$5K +50 +2%
UAS
1648
United Asset Strategies
New York
$223K -$11.9K -119 -5%
PB
1649
Pinnacle Bancorp
Nebraska
$223K -$69.6K -696 -24%
MF
1650
Meridian Financial
Massachusetts
$221K – – –