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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1801
Milestone Wealth
New York
$14K – – –
BC
1802
Burleson & Co
California
$14K +$104 +1 +0.8%
HF
1803
Halpern Financial
Virginia
$13.7K -$58.9K -567 -82%
RWM
1804
Raffa Wealth Management
District of Columbia
$12.7K – – –
SC
1805
Sierra Capital
Florida
$12K – – –
RAM
1806
Riggs Asset Management
Pennsylvania
$12K +$3.12K +30 +40%
SC
1807
Schubert & Co
Texas
$12K +$9.66K +93 +664%
GA
1808
GoalVest Advisory
New York
$12K +$11.5K +111 New
PineBridge Investments
1809
PineBridge Investments
New York
$11K -$145K -1,400 -93%
CI Investments Inc
1810
CI Investments Inc
Ontario, Canada
$11K -$105K -1,013 -91%
ACM
1811
AUA Capital Management
Pennsylvania
$11K – – –
BA
1812
Bivin & Associates
Oklahoma
$11K – – –
DFCM
1813
Dark Forest Capital Management
Puerto Rico
$11K +$1.04K +10 +11%
JPLA
1814
Joseph P. Lucia & Associates
New York
$11K +$10.4K +100 New
ODG
1815
O'Dell Group
Ohio
$9K – – –
SGAM
1816
Smith Group Asset Management
Texas
$9K – – –
ZIG
1817
Zullo Investment Group
Pennsylvania
$9K – – –
OLVIG
1818
Oliver Lagore Vanvalin Investment Group
Michigan
$9K +$8.52K +82 New
AW
1819
Avion Wealth
Texas
$8K – – –
BBPWM
1820
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
IFA
1821
Interactive Financial Advisors
Illinois
$8K – – –
PWP
1822
Pursue Wealth Partners
California
$7.81K +$7.06K +68 New
WAS
1823
Winch Advisory Services
Wisconsin
$7K -$104 -1 -1%
CMA
1824
Cedar Mountain Advisors
Oregon
$7K – – –
NIC
1825
Northwest Investment Counselors
Oregon
$7K – – –