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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1826
Mascoma Wealth Management
New Hampshire
$25.4K – – –
TVAMP
1827
Tennessee Valley Asset Management Partners
Tennessee
$24.4K +$22.8K +251 New
VCM
1828
Versant Capital Management
Arizona
$24.4K -$16.4K -180 -42%
OA
1829
Operose Advisors
Wisconsin
$24.1K -$56.4K -620 -71%
NICM
1830
Neo Ivy Capital Management
New York
$24K +$22.7K +250 New
RWPA
1831
Richard W. Paul & Associates
Michigan
$23.5K -$4.91K -54 -18%
FPF
1832
First Pacific Financial
Washington
$22.7K – – –
S
1833
Sachetta
Massachusetts
$22.2K +$20.8K +229 New
SJIM
1834
St. Johns Investment Management
Florida
$22K – – –
FFO
1835
Fortitude Family Office
Arizona
$21.8K +$20.5K +225 New
HF
1836
Halpern Financial
Virginia
$21.2K +$8.37K +92 +75%
BCPWM
1837
Bradley & Co Private Wealth Management
Florida
$20.6K – – –
PCM
1838
Perritt Capital Management
Illinois
$19.5K +$182 +2 +1%
SWA
1839
SOA Wealth Advisors
New York
$19.5K +$91 +1 +0.5%
AWM
1840
Activest Wealth Management
Florida
$19.4K +$18.2K +200 New
Catalyst Capital Advisors
1841
Catalyst Capital Advisors
New York
$19.2K -$3.27K -36 -15%
Millburn Ridgefield Corp
1842
Millburn Ridgefield Corp
New York
$19.2K -$3.27K -36 -15%
CWA
1843
Carolina Wealth Advisors
South Carolina
$19.1K – – –
FFL
1844
Financial Freedom LLC
Ohio
$18.6K – – –
DIP
1845
DT Investment Partners
Pennsylvania
$18.2K – – –
SIC
1846
SJS Investment Consulting
Ohio
$18.1K -$182 -2 -1%
FCG
1847
Financial Connections Group
California
$18K – – –
TWD
1848
True Wealth Design
Ohio
$17.7K +$5.46K +60 +49%
DFA
1849
DHJJ Financial Advisors
Illinois
$17.5K – – –
UIA
1850
Ulland Investment Advisors
Minnesota
$17K – – –