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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
1501
Stonebridge Financial Planning Group
Florida
$8K
CCM
1502
Cribstone Capital Management
Maine
$8K +$3.89K +46 +92%
EWA
1503
Evolution Wealth Advisors
Florida
$8K +$8.53K +101 New
FWM
1504
Filbrandt Wealth Management
Wisconsin
$7K -$6.42K -76 -45%
SGAM
1505
Smith Group Asset Management
Texas
$7K
TI
1506
Truehand Inc
New Hampshire
$7K
LWA
1507
Lenox Wealth Advisors
New York
$7K +$7.86K +93 New
BAMG
1508
Brand Asset Management Group
Missouri
$6K
PG
1509
Proffitt & Goodson
Tennessee
$6K
BEI
1510
Benjamin Edwards Inc
Missouri
$6K +$84 +1 +1%
IF
1511
Ironwood Financial
Arizona
$5K
WAS
1512
Winch Advisory Services
Wisconsin
$5K +$84 +1 +2%
MAWCM
1513
Mine & Arao Wealth Creation & Management
California
$4K -$8.45K -100 -67%
JSC
1514
Jackson Square Capital
California
$4K -$3.13K -37 -42%
BWP
1515
Baldwin Wealth Partners
Massachusetts
$3K
CAGAS
1516
Capital Advisory Group Advisory Services
Minnesota
$2K
RIA
1517
RPG Investment Advisory
California
$2K
EI
1518
Ellevest Inc
New York
$2K +$1.77K +21 New
YAL
1519
Your Advocates Ltd
Texas
$1K
RG
1520
Retirement Group
California
$1K +$1.01K +12 New
TI
1521
tru Independence
Oregon
$314 +$45.9K +543 +16%
WIM
1522
Westside Investment Management
California
$50
ECP
1523
Electron Capital Partners
New York
-$59.1M -731,267 Closed
CC
1524
Carlson Capital
Texas
-$14.1M -174,826 Closed
Capital Fund Management (CFM)
1525
Capital Fund Management (CFM)
France
-$13.2M -163,548 Closed