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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Cedar Wealth Management
California
$16.2K – – –
ACA
1852
American Capital Advisory
Idaho
$16.1K +$15.1K +166 New
SRCM
1853
Signature Resources Capital Management
California
$16.1K +$15.1K +166 New
LWCFA
1854
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.1K -$10.5K -115 -41%
HT
1855
Headlands Technologies
Illinois
$15.6K -$25.4K -279 -63%
OCM
1856
Orion Capital Management
California
$15.4K – – –
MCM
1857
MidAtlantic Capital Management
Virginia
$15K +$14.1K +155 New
FSWA
1858
Financial Synergies Wealth Advisors
Texas
$14.6K – – –
VFM
1859
Viking Fund Management
North Dakota
$14.6K -$4.37M -48,000 -100%
CPG
1860
Cornerstone Planning Group
New Jersey
$14.3K -$3.37K -37 -20%
JWA
1861
JFS Wealth Advisors
Pennsylvania
$14.1K -$1.64K -18 -11%
RAM
1862
Ramirez Asset Management
New York
$14K – – –
FFA
1863
Frazier Financial Advisors
Ohio
$13.3K +$12.5K +137 New
TFGT
1864
TS Financial Group (TSFG)
Illinois
$13K -$13.3K -146 -52%
AW
1865
Avion Wealth
Texas
$13K -$9.91K -109 -45%
TCG
1866
Transcendent Capital Group
Oklahoma
$12.6K +$11.8K +130 New
CG
1867
Cutler Group
California
$12K -$219K -2,413 -95%
BEI
1868
Benjamin Edwards Inc
Missouri
$12K +$2.91K +32 +35%
PO
1869
Private Ocean
California
$11.9K – – –
RWM
1870
Raffa Wealth Management
District of Columbia
$11.1K – – –
DPW
1871
DiNuzzo Private Wealth
Pennsylvania
$11K +$10.3K +113 New
RG
1872
Retirement Group
California
$10.8K – – –
RTL
1873
Red Tortoise LLC
Georgia
$10.6K -$4.73K -52 -32%
WFA
1874
West Financial Advisors
Iowa
$10.5K -$4.64K -51 -32%
PWMG
1875
Provence Wealth Management Group
California
$10.4K – – –
73 74
75
76 77