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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
2076
Private Wealth Asset Management
Iowa
$173K +$19K +156 +12%
CFFP
2077
Center for Financial Planning
Michigan
$173K +$12.6K +103 +8%
HIMS
2078
Hager Investment Management Services
New Hampshire
$172K -$1.83K -15 -1%
MIA
2079
MeadowBrook Investment Advisors
Michigan
$171K
VNA
2080
Valley National Advisers
Pennsylvania
$171K
DMBA
2081
Deseret Mutual Benefit Administrators
Utah
$170K
NRG
2082
Nemes Rush Group
Michigan
$170K +$33.2K +272 +23%
BFS
2083
Beacon Financial Strategies
North Carolina
$164K +$171K +1,402 New
OCM
2084
Osterweis Capital Management
California
$164K
VFM
2085
Vision Financial Markets
Connecticut
$164K
VC
2086
Vestor Capital
Illinois
$162K +$6.16M +50,444 +3,642%
WPA
2087
Wealth Preservation Advisors
Tennessee
$162K
PB
2088
Prosperity Bancshares
Texas
$160K +$167K +1,366 New
RF
2089
Rossby Financial
Florida
$160K +$7.45K +61 +5%
PGAM
2090
Princeton Global Asset Management
New Jersey
$158K +$19.4K +159 +13%
AP
2091
Atwood & Palmer
Missouri
$158K
RWA
2092
Redmont Wealth Advisors
Illinois
$158K
AA
2093
Addison Advisors
Vermont
$156K +$6.96K +57 +4%
KB
2094
Kimelman & Baird
New York
$156K
GFA
2095
Godfrey Financial Associates
New York
$156K +$162K +1,327 New
FFO
2096
Fortitude Family Office
Arizona
$155K -$244 -2 -0.2%
HCM
2097
Hollencrest Capital Management
California
$154K +$8.18K +67 +5%
OAM
2098
Ostrum Asset Management
France
$154K -$53.1K -435 -25%
HIW
2099
Holos Integrated Wealth
Pennsylvania
$149K +$51.3K +420 +49%
NECFA
2100
New England Capital Financial Advisors
Connecticut
$149K +$122 +1 +0.1%