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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1751
Milestone Wealth
New York
$15K
SMG
1752
Spectrum Management Group
Indiana
$15K
SC
1753
Schubert & Co
Texas
$15K +$3.63K +33 +31%
LWA
1754
Lowe Wealth Advisors
Maryland
$14K
MIM
1755
Macroview Investment Management
Maryland
$14K +$110 +1 +0.8%
HF
1756
Halpern Financial
Virginia
$13.2K
RA
1757
Rise Advisors
New York
$13K -$3.08K -28 -18%
DWA
1758
Delos Wealth Advisors
Texas
$13K
BC
1759
Burleson & Co
California
$13K +$110 +1 +0.8%
RWM
1760
Raffa Wealth Management
District of Columbia
$12.2K
RG
1761
Retirement Group
California
$12K -$16.5K -150 -57%
GKIM
1762
GW&K Investment Management
Massachusetts
$12K -$8.47K -77 -41%
ACM
1763
AUA Capital Management
Pennsylvania
$11K
BA
1764
Bivin & Associates
Oklahoma
$11K
JPLA
1765
Joseph P. Lucia & Associates
New York
$11K
CI Investments Inc
1766
CI Investments Inc
Ontario, Canada
$10K -$110 -1 -1%
AW
1767
Avion Wealth
Texas
$10K +$2.2K +20 +28%
WA
1768
Win Advisors
Florida
$10K +$7.81K +71 +296%
SC
1769
Sierra Capital
Florida
$9K -$3.19K -29 -27%
ODG
1770
O'Dell Group
Ohio
$9K
MBFW
1771
Morton Brown Family Wealth
Pennsylvania
$9K +$9.46K +86 New
BBPWM
1772
Blue Bell Private Wealth Management
Pennsylvania
$8K
IFA
1773
Interactive Financial Advisors
Illinois
$8K
ZIG
1774
Zullo Investment Group
Pennsylvania
$8K +$110 +1 +1%
DWP
1775
Destiny Wealth Partners
Florida
$7K -$55K -500 -88%