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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1701
TD Capital Management
Tennessee
$36.3K +$378 +4 +1%
GIA
1702
GHP Investment Advisors
Colorado
$35.9K -$186K -1,971 -84%
CWM
1703
Compass Wealth Management
Connecticut
$35.9K – – –
AS
1704
Altshuler Shaham
Israel
$35.7K -$3.77K -40 -9%
BFPW
1705
BOK Financial Private Wealth
Colorado
$35.2K +$4.06K +43 +12%
ME
1706
McIlrath & Eck
Washington
$35.2K – – –
PP
1707
PrairieView Partners
Minnesota
$35K – – –
APW
1708
Acima Private Wealth
Virginia
$33K -$4.72K -50 -12%
TFM
1709
TFC Financial Management
Massachusetts
$31.9K -$23.2K -246 -41%
AWM
1710
Ameliora Wealth Management
Switzerland
$31.4K – – –
FCT
1711
First Community Trust
Iowa
$31.2K -$18.9K -200 -36%
LD
1712
Lipe & Dalton
New York
$31K – – –
BIA
1713
Bell Investment Advisors
California
$30.4K -$20.9K -221 -39%
C
1714
Covestor
United Kingdom
$30K -$472 -5 -1%
TIM
1715
Tortoise Investment Management
New York
$30K – – –
LF
1716
Lee Financial
Texas
$29.9K -$11.8K -125 -27%
RWPA
1717
Richard W. Paul & Associates
Michigan
$28.6K +$2.55K +27 +9%
PP
1718
Pacifica Partners
Canada
$28.5K +$94 +1 +0.3%
GWSA
1719
Global Wealth Strategies & Associates
Colorado
$28.4K – – –
WOC
1720
West Oak Capital
California
$28.1K – – –
HB
1721
Horizon Bancorp
Indiana
$28K +$19.6K +208 +200%
IPW
1722
Impact Partnership Wealth
Georgia
$28K +$29.4K +312 New
AI
1723
AXS Investments
New York
$27.6K -$16.7K -177 -36%
GFPC
1724
Global Financial Private Client
Florida
$27.2K -$31K -328 -52%
NF
1725
Norwood Financial
Pennsylvania
$27.2K +$28.6K +303 New
67 68
69
70 71