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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1801
Acima Private Wealth
Virginia
$35.6K – – –
VCM
1802
Versant Capital Management
Arizona
$35.6K +$11.1K +117 +47%
PCWA
1803
Pacific Capital Wealth Advisors
California
$35.2K +$4.46K +47 +15%
TFM
1804
TFC Financial Management
Massachusetts
$34.1K +$379 +4 +1%
FCT
1805
First Community Trust
Iowa
$33.7K – – –
WAM
1806
WFA Asset Management
Wisconsin
$33.2K +$190 +2 +0.6%
LD
1807
Lipe & Dalton
New York
$33K – – –
AWM
1808
Abound Wealth Management
Tennessee
$32.7K -$23.3K -246 -42%
CWM
1809
Cedar Wealth Management
California
$32.5K +$16K +169 +101%
TIM
1810
Tortoise Investment Management
New York
$32.3K – – –
FWA
1811
FSC Wealth Advisors
New York
$31.1K -$95 -1 -0.3%
C
1812
Covestor
United Kingdom
$31K -$1.23K -13 -4%
GWSA
1813
Global Wealth Strategies & Associates
Colorado
$30.7K – – –
RTC
1814
Riverview Trust Company
Washington
$30.4K +$29.8K +314 New
WOC
1815
West Oak Capital
California
$30K – – –
PP
1816
Pacifica Partners
Canada
$29.6K +$95 +1 +0.3%
NF
1817
Norwood Financial
Pennsylvania
$29.3K – – –
GKIM
1818
GW&K Investment Management
Massachusetts
$29K -$1.04K -11 -4%
LWA
1819
Lowe Wealth Advisors
Maryland
$28.9K – – –
BIA
1820
Bell Investment Advisors
California
$28.1K +$949 +10 +4%
CWM
1821
Compass Wealth Management
Connecticut
$28K -$10.4K -110 -28%
CFG
1822
CKW Financial Group
Hawaii
$28K – – –
IPW
1823
Impact Partnership Wealth
Georgia
$26.7K -$14.8K -156 -36%
JFA
1824
JNBA Financial Advisors
Minnesota
$26.7K – – –
PWMG
1825
Private Wealth Management Group
New Jersey
$26.2K – – –
71 72
73
74 75