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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ACI
1801
Alpha Cubed Investments
California
$203K -$147K -1,325 -43%
CWM
1802
Chesapeake Wealth Management
Virginia
$203K +$196K +1,763 New
PWPS
1803
Pinnacle Wealth Planning Services
Ohio
$203K +$196K +1,762 New
Acadian Asset Management
1804
Acadian Asset Management
Massachusetts
$203K -$2.68M -24,057 -93%
BWM
1805
BCS Wealth Management
Tennessee
$203K +$196K +1,758 New
MIM
1806
Moseley Investment Management
Florida
$202K +$195K +1,755 New
PBF
1807
Petix & Botte Financial
California
$202K +$195K +1,752 New
SL
1808
Sentry LLC
Tennessee
$201K +$194K +1,744 New
1IA
1809
1834 Investment Advisors
Wisconsin
$201K -$63.8K -573 -25%
BFA
1810
Beaumont Financial Advisors
Massachusetts
$200K +$194K +1,739 New
OSNBOA
1811
Old Second National Bank of Aurora
Illinois
$200K
RB
1812
Renasant Bank
Mississippi
$200K -$68.2K -613 -26%
HIA
1813
Harbor Investment Advisory
Maryland
$200K -$779 -7 -0.4%
EWP
1814
Elevation Wealth Partners
California
$197K
FFO
1815
Fortitude Family Office
Arizona
$192K +$153K +1,379 +476%
A
1816
Allianz
Germany
$192K
GJIA
1817
Glass Jacobson Investment Advisors
Maryland
$192K
BC
1818
Barrett & Company
Rhode Island
$190K +$111 +1 +0.1%
WWP
1819
WR Wealth Planners
Missouri
$190K +$10.4K +93 +6%
FUBT
1820
First United Bank & Trust
Maryland
$190K -$2.23K -20 -1%
SIS
1821
Sound Income Strategies
Florida
$184K -$12.4K -111 -7%
DMBA
1822
Deseret Mutual Benefit Administrators
Utah
$182K
DCBT
1823
Dakota Community Bank & Trust
North Dakota
$178K -$1.34K -12 -0.8%
SHF
1824
Safe Harbor Fiduciary
Florida
$175K +$169K +1,518 New
SAM
1825
Shell Asset Management
Netherlands
$173K +$167K +1,499 New