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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1751
Financial Perspectives
Minnesota
$18K – – –
CWM
1752
Cedar Wealth Management
California
$18K – – –
OCM
1753
Orion Capital Management
California
$16K – – –
SSC
1754
Syverson Strege & Co
Iowa
$16K +$220 +2 +1%
HWM
1755
Horizons Wealth Management
North Carolina
$16K +$15.8K +144 New
CDIA
1756
Capital Directions Investment Advisors
Georgia
$15K – – –
MW
1757
Milestone Wealth
New York
$15K – – –
SMG
1758
Spectrum Management Group
Indiana
$15K – – –
SC
1759
Schubert & Co
Texas
$15K +$3.63K +33 +31%
LWA
1760
Lowe Wealth Advisors
Maryland
$14K – – –
MIM
1761
Macroview Investment Management
Maryland
$14K +$110 +1 +0.8%
HF
1762
Halpern Financial
Virginia
$13.2K – – –
RA
1763
Rise Advisors
New York
$13K -$3.08K -28 -18%
DWA
1764
Delos Wealth Advisors
Texas
$13K – – –
BC
1765
Burleson & Co
California
$13K +$110 +1 +0.8%
RWM
1766
Raffa Wealth Management
District of Columbia
$12.2K – – –
RG
1767
Retirement Group
California
$12K -$16.5K -150 -57%
GKIM
1768
GW&K Investment Management
Massachusetts
$12K -$8.47K -77 -41%
ACM
1769
AUA Capital Management
Pennsylvania
$11K – – –
BA
1770
Bivin & Associates
Oklahoma
$11K – – –
JPLA
1771
Joseph P. Lucia & Associates
New York
$11K – – –
CI Investments Inc
1772
CI Investments Inc
Ontario, Canada
$10K -$110 -1 -1%
AW
1773
Avion Wealth
Texas
$10K +$2.2K +20 +28%
WA
1774
Win Advisors
Florida
$10K +$7.81K +71 +296%
SC
1775
Sierra Capital
Florida
$9K -$3.19K -29 -27%