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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1776
Baldwin Wealth Partners
Massachusetts
$3K
CPFP
1777
Clear Perspectives Financial Planning
Ohio
$3K
JAM
1778
JCIC Asset Management
Ontario, Canada
$3K
LPWM
1779
Lake Point Wealth Management
Texas
$3K
YAL
1780
Your Advocates Ltd
Texas
$3K
ANBT
1781
American National Bank & Trust
Texas
$3K +$3.35K +33 New
BBHC
1782
Brown Brothers Harriman & Co
New York
$2.12K +$108K +1,064 +6%
CP
1783
Castleview Partners
Texas
$2.1K +$22.3M +220,185 New
KFP
1784
KB Financial Partners
New Jersey
$2K +$1.52K +15 New
BIM
1785
Baldwin Investment Management
Pennsylvania
$1.07K
AWA
1786
Aquire Wealth Advisors
Utah
$1K +$608 +6 New
SC
1787
Schubert & Co
Texas
$1K +$1.42K +14 New
FHC
1788
First Heartland Consultants
Missouri
$482 +$3.85K +38 +0.8%
LWM
1789
Liberty Wealth Management
California
$207 -$278K -2,746 Closed
MGIM
1790
M&G Investment Management
United Kingdom
$207 -$29.7K -293 -13%
WIM
1791
Westside Investment Management
California
$66
FFG
1792
Ford Financial Group
California
$52 +$50.7K +500 New
RTC
1793
Riverview Trust Company
Washington
$17
BC
1794
Brookfield Corp
Ontario, Canada
-$60.6M -620,547 Closed
CA
1795
Claar Advisors
New York
-$9.71M -99,500 Closed
WorldQuant Millennium Advisors
1796
WorldQuant Millennium Advisors
New York
-$6.96M -71,352 Closed
JAM
1797
Jupiter Asset Management
United Kingdom
-$4.1M -41,982 Closed
MF
1798
Magnetar Financial
Illinois
-$2.48M -25,438 Closed
Capstone Investment Advisors
1799
Capstone Investment Advisors
New York
-$2.44M -24,116 Closed
Balyasny Asset Management
1800
Balyasny Asset Management
Illinois
-$1.9M -19,422 Closed