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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1701
Clearview Wealth Advisors
Oregon
$39.6K -$18.3K -194 -31%
HCM
1702
Horrell Capital Management
Arkansas
$38K – – –
TCM
1703
TD Capital Management
Tennessee
$36.3K +$378 +4 +1%
GIA
1704
GHP Investment Advisors
Colorado
$35.9K -$186K -1,971 -84%
CWM
1705
Compass Wealth Management
Connecticut
$35.9K – – –
Altshuler Shaham
1706
Altshuler Shaham
Israel
$35.7K -$3.77K -40 -9%
BFPW
1707
BOK Financial Private Wealth
Colorado
$35.2K +$4.06K +43 +12%
ME
1708
McIlrath & Eck
Washington
$35.2K – – –
PP
1709
PrairieView Partners
Minnesota
$35K – – –
APW
1710
Acima Private Wealth
Virginia
$33K -$4.72K -50 -12%
TFM
1711
TFC Financial Management
Massachusetts
$31.9K -$23.2K -246 -41%
AWM
1712
Ameliora Wealth Management
Switzerland
$31.4K – – –
FCT
1713
First Community Trust
Iowa
$31.2K -$18.9K -200 -36%
LD
1714
Lipe & Dalton
New York
$31K – – –
BIA
1715
Bell Investment Advisors
California
$30.4K -$20.9K -221 -39%
C
1716
Covestor
United Kingdom
$30K -$472 -5 -1%
TIM
1717
Tortoise Investment Management
New York
$30K – – –
LF
1718
Lee Financial
Texas
$29.9K -$11.8K -125 -27%
RWPA
1719
Richard W. Paul & Associates
Michigan
$28.6K +$2.55K +27 +9%
PP
1720
Pacifica Partners
Canada
$28.5K +$94 +1 +0.3%
GWSA
1721
Global Wealth Strategies & Associates
Colorado
$28.4K – – –
WOC
1722
West Oak Capital
California
$28.1K – – –
HB
1723
Horizon Bancorp
Indiana
$28K +$19.6K +208 +200%
IPW
1724
Impact Partnership Wealth
Georgia
$28K +$29.4K +312 New
AI
1725
AXS Investments
New York
$27.6K -$16.7K -177 -36%