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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1776
Bestgate Wealth Advisors
Maryland
$340K -$7.7K -61 -2%
TWM
1777
Tradition Wealth Management
Minnesota
$339K +$18.9K +150 +6%
BAM
1778
Belleair Asset Management
Florida
$339K – – –
MAV
1779
Mason & Associates (Virginia)
Virginia
$338K – – –
GF
1780
GGM Financials
Ohio
$338K +$110K +873 +49%
AFGAS
1781
Allegiance Financial Group Advisory Services
Virginia
$337K -$145K -1,146 -30%
CC
1782
Clearwave Capital
California
$336K +$6.69K +53 +2%
VHAM
1783
Van Hulzen Asset Management
California
$335K +$252 +2 +0.1%
HWA
1784
Heartwood Wealth Advisors
Virginia
$334K -$47.9K -380 -13%
CB
1785
CNB Bank
Pennsylvania
$334K -$27.8K -220 -8%
CB
1786
Centennial Bank
Arkansas
$334K – – –
CIA
1787
Choate Investment Advisors
Massachusetts
$334K -$16K -127 -5%
AG
1788
AlTi Global
New York
$333K +$8.07K +64 +2%
BWMG
1789
Barnes Wealth Management Group
California
$333K -$1.64K -13 -0.5%
MAM
1790
Mainsail Asset Management
Alabama
$333K +$45.9K +364 +16%
SWM
1791
Sandro Wealth Management
New Jersey
$333K +$2.14K +17 +0.7%
LCM
1792
LCM Capital Management
Illinois
$333K +$3.66K +29 +1%
GBFG
1793
Gerald Baker Financial Group
Texas
$332K – – –
CCM
1794
Chiron Capital Management
Florida
$332K -$44.7K -354 -12%
RPC
1795
Rossmore Private Capital
Connecticut
$332K – – –
SAM
1796
Smith Asset Management
Florida
$332K -$4.42K -35 -1%
KA
1797
Kozak & Associates
Colorado
$331K +$883 +7 +0.3%
Kayne Anderson Rudnick Investment Management
1798
Kayne Anderson Rudnick Investment Management
California
$331K +$1.89K +15 +0.6%
AWA
1799
A4 Wealth Advisors
North Carolina
$331K +$1.77K +14 +0.5%
WAG
1800
Winthrop Advisory Group
Massachusetts
$331K +$46.7K +370 +16%