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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1701
Harvest Fund Management
China
$16K +$17.9K +167 New
FP
1702
Financial Perspectives
Minnesota
$15.6K
OCM
1703
Orion Capital Management
California
$14K
SSC
1704
Syverson Strege & Co
Iowa
$14K +$107 +1 +0.7%
AFS
1705
Annapolis Financial Services
Maryland
$14K +$16.6K +155 New
CDIA
1706
Capital Directions Investment Advisors
Georgia
$13K -$15.5K -144 Closed
SC
1707
Schubert & Co
Texas
$13K -$430 -4 -3%
HWM
1708
Horizons Wealth Management
North Carolina
$13K
MW
1709
Milestone Wealth
New York
$13K
SMG
1710
Spectrum Management Group
Indiana
$13K
EC
1711
EdgeRock Capital
Colorado
$13K +$14.7K +137 New
MIM
1712
Macroview Investment Management
Maryland
$12K +$107 +1 +0.8%
RA
1713
Rise Advisors
New York
$12K +$107 +1 +0.8%
BC
1714
Burleson & Co
California
$12K +$215 +2 +2%
DWA
1715
Delos Wealth Advisors
Texas
$12K +$752 +7 +6%
SWM
1716
Stapp Wealth Management
Washington
$12K +$14.3K +133 New
HF
1717
Halpern Financial
Virginia
$11.4K
TCWA
1718
Ten Capital Wealth Advisors
Washington
$11K +$7.09K +66 +132%
RWM
1719
Raffa Wealth Management
District of Columbia
$10.6K
RG
1720
Retirement Group
California
$9K -$1.18K -11 -10%
ACM
1721
AUA Capital Management
Pennsylvania
$9K
AW
1722
Avion Wealth
Texas
$9K
ODG
1723
O'Dell Group
Ohio
$8K
MOS
1724
MGO One Seven
Ohio
$7.63K +$583K +5,424 +26%
ZIG
1725
Zullo Investment Group
Pennsylvania
$7K -$107 -1 -1%