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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1726
Horrell Capital Management
Arkansas
$44K – – –
CAL
1727
Capital Advisors Ltd
Ohio
$42K +$49K +510 +171%
CWM
1728
Compass Wealth Management
Connecticut
$41.2K +$38.4K +400 New
PP
1729
PrairieView Partners
Minnesota
$41K – – –
TCM
1730
TD Capital Management
Tennessee
$40.7K +$384 +4 +1%
OWA
1731
One Wealth Advisors
California
$40.7K +$37.9K +395 New
ME
1732
McIlrath & Eck
Washington
$40.4K -$672 -7 -2%
AAMA
1733
Advanced Asset Management Advisors
Ohio
$39.8K +$37.1K +387 New
RFS
1734
Retirement Financial Solutions
Tennessee
$38.2K +$35.6K +371 New
APW
1735
Acima Private Wealth
Virginia
$37.9K – – –
WWP
1736
WR Wealth Planners
Missouri
$37.7K -$4.22K -44 -11%
MWM
1737
Mascoma Wealth Management
New Hampshire
$37.3K – – –
ANBT
1738
American National Bank & Trust
Texas
$37K -$2.21K -23 -6%
AWM
1739
Ameliora Wealth Management
Switzerland
$36K – – –
C
1740
Covestor
United Kingdom
$35K -$288 -3 -0.9%
LD
1741
Lipe & Dalton
New York
$35K +$9.6K +100 +41%
BFPW
1742
BOK Financial Private Wealth
Colorado
$34.6K -$5.86K -61 -15%
TIM
1743
Tortoise Investment Management
New York
$34.4K – – –
AP
1744
Arlington Partners
Alabama
$34.2K – – –
Westwood Holdings Group
1745
Westwood Holdings Group
Texas
$34K +$32K +333 New
CPFP
1746
Clear Perspectives Financial Planning
Ohio
$32.9K -$288 -3 -0.9%
GWSA
1747
Global Wealth Strategies & Associates
Colorado
$32.6K +$30.4K +317 New
LWA
1748
Lowe Wealth Advisors
Maryland
$30.8K – – –
PP
1749
PFS Partners
New Jersey
$30.7K – – –
RTC
1750
Riverview Trust Company
Washington
$30K -$81.5K -849 -74%