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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1626
Bourgeon Capital Management
Connecticut
$12K +$12.1K +120 New
ACM
1627
Anfield Capital Management
California
$12K +$12.2K +121 New
RWM
1628
Raffa Wealth Management
District of Columbia
$11.3K – – –
ACM
1629
AUA Capital Management
Pennsylvania
$10K – – –
CCM
1630
Cribstone Capital Management
Maine
$10K – – –
TI
1631
Truehand Inc
New Hampshire
$9K – – –
PWP
1632
Personal Wealth Partners
Minnesota
$9K +$8.74K +87 New
PG
1633
Proffitt & Goodson
Tennessee
$8K – – –
SGAM
1634
Smith Group Asset Management
Texas
$8K – – –
BEI
1635
Benjamin Edwards Inc
Missouri
$8K +$100 +1 +1%
ZC
1636
Zeit Capital
Colorado
$7K – – –
AW
1637
Avion Wealth
Texas
$7K +$502 +5 +7%
RAM
1638
Riggs Asset Management
Pennsylvania
$7K +$7.54K +75 New
FWM
1639
Filbrandt Wealth Management
Wisconsin
$6K -$2.51K -25 -30%
IF
1640
Ironwood Financial
Arizona
$6K – – –
TCM
1641
TD Capital Management
Tennessee
$6K – – –
WAS
1642
Winch Advisory Services
Wisconsin
$6K – – –
MAWCM
1643
Mine & Arao Wealth Creation & Management
California
$5K – – –
WIA
1644
Wealthstreet Investment Advisors
Texas
$4K -$1.68M -16,739 -100%
SFO
1645
Standard Family Office
South Dakota
$4K – – –
BWP
1646
Baldwin Wealth Partners
Massachusetts
$3K – – –
CPFP
1647
Clear Perspectives Financial Planning
Ohio
$3K – – –
JAM
1648
JCIC Asset Management
Ontario, Canada
$3K – – –
TLFA
1649
True Link Financial Advisors
California
$3K +$2.81K +28 New
EBSAM
1650
Eubel Brady & Suttman Asset Management
Ohio
$3K +$3.31K +33 New
64 65
66
67 68