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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IF
1626
Ironwood Financial
Arizona
$6K
SFPG
1627
Stonebridge Financial Planning Group
Florida
$6K
ZC
1628
Zeit Capital
Colorado
$6K
WAS
1629
Winch Advisory Services
Wisconsin
$6K +$91 +1 +2%
TCM
1630
TD Capital Management
Tennessee
$6K +$5.57K +61 New
NIC
1631
Northwest Investment Counselors
Oregon
$6K +$5.84K +64 New
AW
1632
Avion Wealth
Texas
$6K +$6.12K +67 New
MAWCM
1633
Mine & Arao Wealth Creation & Management
California
$5K
DAM
1634
Delta Asset Management
Tennessee
$4K -$25.8K -283 -88%
SFO
1635
Standard Family Office
South Dakota
$4K +$1.37K +15 +58%
Nisa Investment Advisors
1636
Nisa Investment Advisors
Missouri
$3.62K -$543K -5,950 -14%
BWP
1637
Baldwin Wealth Partners
Massachusetts
$3K
CPFP
1638
Clear Perspectives Financial Planning
Ohio
$3K
TFA
1639
Transamerica Financial Advisors
Florida
$3K +$183 +2 +9%
JAM
1640
JCIC Asset Management
Ontario, Canada
$2K
RIA
1641
RPG Investment Advisory
California
$2K
YAL
1642
Your Advocates Ltd
Texas
$2K
BBHC
1643
Brown Brothers Harriman & Co
New York
$1.63K +$183 +2 +0%
KFP
1644
KB Financial Partners
New Jersey
$1K +$1.37K +15 New
MA
1645
MBA Advisors
Pennsylvania
$570 +$539K +5,910 New
SWM
1646
Sugarloaf Wealth Management
Georgia
$450 -$20.4K -223 -5%
MGIM
1647
M&G Investment Management
United Kingdom
$213 -$17.4K -191 -8%
WIM
1648
Westside Investment Management
California
$61
Cohen & Steers
1649
Cohen & Steers
New York
-$140M -1,528,767 Closed
Lord, Abbett & Co
1650
Lord, Abbett & Co
New Jersey
-$34.7M -379,520 Closed