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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1826
Provident Wealth Management
Tennessee
$261K +$18.2K +150 +8%
LCM
1827
Liberty Capital Management
Michigan
$260K
LAM
1828
Longboard Asset Management
Arizona
$260K
AF
1829
Abound Financial
California
$260K +$1.82K +15 +0.7%
WAG
1830
Winthrop Advisory Group
Massachusetts
$260K -$2.06K -17 -0.8%
OF
1831
Optimize Financial
California
$259K -$9.34K -77 -4%
TAM
1832
Tucker Asset Management
Colorado
$259K -$8.37K -69 -3%
PMSA
1833
Patrick M. Sweeney & Associates
Illinois
$259K +$19.5K +161 +8%
KIM
1834
Kestra Investment Management
Texas
$258K -$11.7K -96 -4%
BF
1835
bLong Financial
Tennessee
$258K
PCA
1836
Peddock Capital Advisors
Massachusetts
$257K
FC
1837
Financial Consulate
Maryland
$256K +$251K +2,068 New
PTB
1838
Pioneer Trust Bank
Oregon
$256K
Financial Engines Advisors
1839
Financial Engines Advisors
California
$256K +$28.9K +238 +13%
BI
1840
Binnacle Investments
Iowa
$256K +$40.3K +332 +19%
BW
1841
Balance Wealth
Ohio
$256K +$25.1K +207 +11%
WFA
1842
Wellspring Financial Advisors
Ohio
$255K
SA
1843
Shilanski & Associates
Alaska
$254K +$13.5K +111 +6%
PWPS
1844
Pinnacle Wealth Planning Services
Ohio
$253K +$3.52K +29 +1%
SCM
1845
Sunbeam Capital Management
Georgia
$252K +$248K +2,040 New
OWM
1846
OneAscent Wealth Management
Alabama
$252K -$1.94K -16 -0.8%
CCA
1847
Clearwater Capital Advisors
Illinois
$251K
RWM
1848
Riverbend Wealth Management
South Carolina
$251K +$11K +91 +5%
LPT
1849
Legacy Private Trust
Wisconsin
$251K
TW
1850
TritonPoint Wealth
Maryland
$250K +$8.62K +71 +4%