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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1826
Impact Partnership Wealth
Georgia
$26.7K -$14.8K -156 -36%
JFA
1827
JNBA Financial Advisors
Minnesota
$26.7K – – –
PWMG
1828
Private Wealth Management Group
New Jersey
$26.2K – – –
FPF
1829
First Pacific Financial
Washington
$26K +$3.32K +35 +15%
NIC
1830
Northwest Investment Counselors
Oregon
$25.4K +$25K +263 New
MWM
1831
Mascoma Wealth Management
New Hampshire
$25.3K – – –
Altshuler Shaham
1832
Altshuler Shaham
Israel
$24.9K -$1.33K -14 -5%
CAC
1833
Core Alternative Capital
Georgia
$24.2K -$27.5K -290 -54%
AW
1834
Avion Wealth
Texas
$24K +$11K +116 +89%
OA
1835
Operose Advisors
Wisconsin
$24K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1836
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.5K +$6.83K +72 +43%
RWPA
1837
Richard W. Paul & Associates
Michigan
$23.4K – – –
Chilton Capital Management
1838
Chilton Capital Management
Texas
$23.3K +$13.3K +140 +139%
CAM
1839
Creekmur Asset Management
Illinois
$22.5K -$15.7K -166 -42%
S
1840
Sachetta
Massachusetts
$22.2K – – –
OP
1841
ORG Partners
Indiana
$22K -$102K -1,071 -82%
SJIM
1842
St. Johns Investment Management
Florida
$21.9K – – –
BCPWM
1843
Bradley & Co Private Wealth Management
Florida
$21.5K +$949 +10 +5%
FFA
1844
Frazier Financial Advisors
Ohio
$21.2K +$7.78K +82 +60%
PO
1845
Private Ocean
California
$20.4K +$8.35K +88 +72%
Catalyst Capital Advisors
1846
Catalyst Capital Advisors
New York
$19.9K +$759 +8 +4%
Millburn Ridgefield Corp
1847
Millburn Ridgefield Corp
New York
$19.9K +$759 +8 +4%
PCM
1848
Perritt Capital Management
Illinois
$19.7K +$190 +2 +1%
SWA
1849
SOA Wealth Advisors
New York
$19.5K +$95 +1 +0.5%
CWA
1850
Carolina Wealth Advisors
South Carolina
$19.1K – – –