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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CWWM
1951
Clear Wave Wealth Management
New Jersey
$267K +$5.42K +43 +2%
BCI
1952
Blue Capital Inc
Nebraska
$267K +$33.9K +269 +15%
PWM
1953
Provident Wealth Management
Tennessee
$267K – – –
SWASL
1954
Spartan Wealth Advisory Services LLC
Michigan
$266K – – –
VAG
1955
VisionPoint Advisory Group
Texas
$265K -$45.4K -360 -15%
EIM
1956
Essex Investment Management
Massachusetts
$265K -$1.14K -9 -0.4%
CFS
1957
Commonwealth Financial Services
West Virginia
$264K +$13.2K +105 +5%
HR
1958
Howe & Rusling
New York
$264K +$263K +2,083 New
B
1959
Bailard
California
$263K -$9.46K -75 -3%
CP
1960
Canopy Partners
Ohio
$263K +$16.4K +130 +7%
WFS
1961
Walker Financial Services
Kentucky
$263K +$262K +2,076 New
PL
1962
Plancorp LLC
Missouri
$262K +$36.5K +289 +16%
FC
1963
Financial Consulate
Maryland
$261K +$14K +111 +6%
PPG
1964
Peak Planning Group
Colorado
$261K -$30.7K -243 -11%
HAS
1965
HBW Advisory Services
California
$259K +$258K +2,046 New
BFA
1966
Beaumont Financial Advisors
Massachusetts
$259K +$2.52K +20 +1%
MA
1967
MKT Advisors
California
$259K -$25.7K -204 -9%
CRI
1968
Commonwealth Retirement Investments
Virginia
$258K – – –
JWM
1969
Jessup Wealth Management
Ohio
$257K – – –
TCP
1970
TMB Capital Partners
Arkansas
$257K +$252 +2 +0.1%
MIP
1971
Marietta Investment Partners
Wisconsin
$256K – – –
LPT
1972
Legacy Private Trust
Wisconsin
$256K – – –
RIM
1973
Rockbridge Investment Management
New York
$256K +$631 +5 +0.2%
CRI
1974
Colonial River Investments
Virginia
$256K +$1.14K +9 +0.4%
EA
1975
Enclave Advisors
Texas
$256K +$505 +4 +0.2%