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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1751
Milestone Wealth
New York
$14K +$13.9K +137 New
BC
1752
Burleson & Co
California
$13K +$101 +1 +0.8%
DWA
1753
Delos Wealth Advisors
Texas
$13K +$12.7K +125 New
RWM
1754
Raffa Wealth Management
District of Columbia
$12K – – –
SWA
1755
SOA Wealth Advisors
New York
$11K -$10.4K -103 -48%
SC
1756
Sierra Capital
Florida
$11K +$11.1K +109 New
DFCM
1757
Dark Forest Capital Management
Puerto Rico
$10K -$21.1K -208 -70%
BIA
1758
Bell Investment Advisors
California
$10K -$13.3K -131 -58%
ACM
1759
AUA Capital Management
Pennsylvania
$10K – – –
CCM
1760
Cribstone Capital Management
Maine
$10K – – –
TI
1761
Truehand Inc
New Hampshire
$10K – – –
BA
1762
Bivin & Associates
Oklahoma
$10K +$10.1K +100 New
ODG
1763
O'Dell Group
Ohio
$9K -$1.01K -10 -11%
AW
1764
Avion Wealth
Texas
$8K – – –
IFA
1765
Interactive Financial Advisors
Illinois
$8K – – –
RAM
1766
Riggs Asset Management
Pennsylvania
$8K – – –
SGAM
1767
Smith Group Asset Management
Texas
$8K – – –
BBPWM
1768
Blue Bell Private Wealth Management
Pennsylvania
$8K +$7.6K +75 New
ZIG
1769
Zullo Investment Group
Pennsylvania
$8K +$7.81K +77 New
CMA
1770
Cedar Mountain Advisors
Oregon
$7K – – –
ZC
1771
Zeit Capital
Colorado
$7K – – –
WAS
1772
Winch Advisory Services
Wisconsin
$7K +$101 +1 +2%
NIC
1773
Northwest Investment Counselors
Oregon
$7K +$6.49K +64 New
CFRPA
1774
Castle Financial & Retirement Planning Associates
New Jersey
$6K +$6.18K +61 New
TCWA
1775
Ten Capital Wealth Advisors
Washington
$5K -$8.21K -81 -62%
69 70
71
72 73