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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FW
1926
FullCircle Wealth
Texas
$217K +$1.18K +10 +0.6%
WBC
1927
West Branch Capital
Massachusetts
$217K -$16.5K -140 -7%
PFM
1928
Patton Fund Management
Texas
$217K +$217K +1,837 New
LWM
1929
Liberty Wealth Management
California
$217K -$11.4K -97 -5%
TP
1930
Tranquility Partners
Tennessee
$216K
SL
1931
Sentry LLC
Tennessee
$216K +$10.1K +86 +5%
Financial Engines Advisors
1932
Financial Engines Advisors
California
$216K +$216K +1,828 New
OWP
1933
Obermeyer Wealth Partners
Colorado
$215K
NFGCM
1934
Norman Fields Gottscho Capital Management
New York
$215K -$5.9K -50 -3%
LS
1935
Leelyn Smith
Illinois
$215K +$826 +7 +0.4%
RFA
1936
Reyes Financial Architecture
California
$215K -$590 -5 -0.3%
SC
1937
Stephens Consulting
Michigan
$214K +$3.3K +28 +2%
BFA
1938
Beacon Financial Advisory
Ohio
$214K -$868K -7,354 -80%
RWMG
1939
Redwood Wealth Management Group
New Jersey
$214K +$354 +3 +0.2%
JPMIA
1940
J.P. Marvel Investment Advisors
Massachusetts
$214K
TCM
1941
Tradewinds Capital Management
Washington
$213K
1WA
1942
180 Wealth Advisors
Washington
$213K -$4.96K -42 -2%
OAM
1943
Ostrum Asset Management
France
$213K -$6.14K -52 -3%
RAM
1944
Revere Asset Management
Texas
$212K -$70.8K -600 -25%
SIAG
1945
Safeguard Investment Advisory Group
California
$212K +$2.24K +19 +1%
JWM
1946
Jessup Wealth Management
Ohio
$212K +$236 +2 +0.1%
LA
1947
Lifeworks Advisors
Michigan
$211K -$236 -2 -0.1%
WAM
1948
WealthTrust Asset Management
Florida
$211K -$36.6K -310 -15%
TWA
1949
TCI Wealth Advisors
Arizona
$211K
FAG
1950
Fortitude Advisory Group
Washington
$211K