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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1801
AUA Capital Management
Pennsylvania
$10.3K – – –
NIC
1802
Northwest Investment Counselors
Oregon
$9.99K +$3.17K +33 +52%
BCM
1803
Bourgeon Capital Management
Connecticut
$9.58K +$8.93K +93 New
FWA
1804
Freedom Wealth Alliance
Wisconsin
$9.37K +$8.73K +91 New
ZIG
1805
Zullo Investment Group
Pennsylvania
$8.06K +$96 +1 +1%
AW
1806
Avion Wealth
Texas
$8K – – –
SC
1807
Sierra Capital
Florida
$8K – – –
IFA
1808
Interactive Financial Advisors
Illinois
$7.72K – – –
WAM
1809
Worth Asset Management
Texas
$7.42K -$9.31K -97 -57%
FIM
1810
FWL Investment Management
Texas
$7.11K +$6.62K +69 New
WAS
1811
Winch Advisory Services
Wisconsin
$7K +$96 +1 +1%
CMA
1812
Cedar Mountain Advisors
Oregon
$6.9K – – –
DWP
1813
Destiny Wealth Partners
Florida
$6.8K – – –
MPCL
1814
My Personal CFO LLC
Washington
$6.59K +$6.14K +64 New
MCI
1815
MRP Capital Investments
Georgia
$6.49K +$6.05K +63 New
TCWA
1816
Ten Capital Wealth Advisors
Washington
$6.38K -$5.18K -54 -47%
RCC
1817
Red Cedar Capital
Nebraska
$6K – – –
POIA
1818
Pin Oak Investment Advisors
Texas
$6K +$6.05K +63 New
SFG
1819
Steward Financial Group
Texas
$5K +$4.7K +49 New
GFL
1820
Granite FO LLC
New Hampshire
$5K +$4.8K +50 New
GI
1821
GS Investments
Minnesota
$3.3K – – –
RAM
1822
Riggs Asset Management
Pennsylvania
$3.09K – – –
TCA
1823
Trifecta Capital Advisors
Illinois
$2.99K +$2.78K +29 New
YAL
1824
Your Advocates Ltd
Texas
$2.47K – – –
CA
1825
Corrado Advisors
New Jersey
$2.36K +$2.21K +23 New