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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
1776
Barnes Wealth Management Group
California
$333K -$1.64K -13 -0.5%
MAM
1777
Mainsail Asset Management
Alabama
$333K +$45.9K +364 +16%
SWM
1778
Sandro Wealth Management
New Jersey
$333K +$2.14K +17 +0.7%
LCM
1779
LCM Capital Management
Illinois
$333K +$3.66K +29 +1%
GBFG
1780
Gerald Baker Financial Group
Texas
$332K
CCM
1781
Chiron Capital Management
Florida
$332K -$44.7K -354 -12%
RPC
1782
Rossmore Private Capital
Connecticut
$332K
SAM
1783
Smith Asset Management
Florida
$332K -$4.42K -35 -1%
KA
1784
Kozak & Associates
Colorado
$331K +$883 +7 +0.3%
Kayne Anderson Rudnick Investment Management
1785
Kayne Anderson Rudnick Investment Management
California
$331K +$1.89K +15 +0.6%
AWA
1786
A4 Wealth Advisors
North Carolina
$331K +$1.77K +14 +0.5%
WAG
1787
Winthrop Advisory Group
Massachusetts
$331K +$46.7K +370 +16%
PWM
1788
Partnership Wealth Management
Maryland
$331K
CPSC
1789
Carl P. Sherr & Co
Massachusetts
$331K
MWA
1790
Muirfield Wealth Advisors
North Carolina
$330K -$29.9K -237 -8%
GD
1791
Grandfield & Dodd
New York
$329K +$14.6K +116 +5%
SWGC
1792
Summit Wealth Group (Colorado)
Colorado
$329K +$35.3K +280 +12%
CNBTD
1793
Citizens National Bank Trust Department
Mississippi
$328K
CCM
1794
Charter Capital Management
Wisconsin
$328K +$12.5K +99 +4%
CAM
1795
Cozad Asset Management
Illinois
$328K
MSFP
1796
Mark Sheptoff Financial Planning
Connecticut
$327K
WRPWM
1797
Werba Rubin Papier Wealth Management
California
$326K +$55.6K +441 +21%
JMBA
1798
J. M. Brown & Associates
Oklahoma
$326K +$325K +2,575 New
FFG
1799
Frisch Financial Group
New York
$326K +$79K +626 +32%
ATWA
1800
Arbor Trust Wealth Advisors
Michigan
$326K +$126 +1 +0%