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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HF
1726
Holcombe Financial
Georgia
$361K – – –
MAM
1727
MWA Asset Management
Massachusetts
$361K -$1.26K -10 -0.3%
SFG
1728
Southern Financial Group
Alabama
$361K -$5.05K -40 -1%
AWS
1729
Alliance Wealth Strategies
Virginia
$360K – – –
RFS
1730
Richardson Financial Services
Massachusetts
$360K -$7.32K -58 -2%
UWP
1731
Uniting Wealth Partners
Kansas
$359K +$11.4K +90 +3%
OFG
1732
Oxford Financial Group
Indiana
$359K +$757 +6 +0.2%
BFAG
1733
Blackston Financial Advisory Group
Florida
$359K -$13K -103 -4%
PF
1734
PlanVest Financial
Maryland
$358K -$16.8K -133 -4%
BWM
1735
BKM Wealth Management
Wisconsin
$356K -$252 -2 -0.1%
GA
1736
Goldstein Advisors
Wisconsin
$355K +$73.7K +584 +26%
PTB
1737
Pioneer Trust Bank
Oregon
$354K +$100K +796 +40%
USB
1738
Union Savings Bank
Connecticut
$354K -$1.14K -9 -0.3%
AWAP
1739
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$353K -$84.3K -668 -19%
FFA
1740
First Foundation Advisors
California
$353K +$352K +2,790 New
FCFC
1741
First Citizens Financial Corp
Iowa
$353K – – –
ABWM
1742
Alpine Bank Wealth Management
Colorado
$353K -$126 -1 -0%
TIAA Trust, National Association
1743
TIAA Trust, National Association
North Carolina
$353K -$715K -5,665 -67%
GCM
1744
Generation Capital Management
New York
$353K – – –
RWA
1745
Redhawk Wealth Advisors
Minnesota
$352K +$3.41K +27 +1%
HAM
1746
Harmony Asset Management
Arizona
$352K -$38.3K -304 -10%
NAMNJ
1747
NorthStar Asset Management (New Jersey)
New Jersey
$351K -$28.1K -223 -7%
RC
1748
Rexford Capital
Texas
$351K +$16.1K +128 +5%
CL
1749
CPWA LLC
Oregon
$351K +$19.6K +155 +6%
4WM
1750
44 Wealth Management
Oregon
$350K -$50.3K -399 -13%