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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1876
Provence Wealth Management Group
California
$10.4K – – –
CWAF
1877
Core Wealth Advisors (Florida)
Florida
$9.8K +$9.19K +101 New
Chilton Capital Management
1878
Chilton Capital Management
Texas
$9.8K -$15.8K -174 -63%
CYG
1879
Clean Yield Group
Vermont
$9.7K +$9.1K +100 New
BCM
1880
Bourgeon Capital Management
Connecticut
$9.03K – – –
GA
1881
GoalVest Advisory
New York
$8.73K +$6.37K +70 +350%
PCMC
1882
Planning Capital Management Corporation
Pennsylvania
$8.15K +$7.64K +84 New
PIS
1883
POM Investment Strategies
North Carolina
$8.03K +$7.55K +83 New
LIWM
1884
Long Island Wealth Management
New York
$8K +$7.73K +85 New
MFA
1885
McClarren Financial Advisors
Pennsylvania
$8K +$7.91K +87 New
UWM
1886
USAdvisors Wealth Management
Minnesota
$8K +$910K +10,000 New
CI
1887
Cordant Inc
Oregon
$7.47K +$7K +77 New
WAS
1888
Winch Advisory Services
Wisconsin
$6.88K +$91 +1 +1%
AI
1889
AXS Investments
New York
$6.79K -$1.64K -18 -20%
CFS
1890
CGC Financial Services
Oregon
$6.41K – – –
AP
1891
Aspect Partners
Virginia
$6.11K +$5.73K +63 New
POIA
1892
Pin Oak Investment Advisors
Texas
$6K – – –
CJ
1893
Caitlin John
Michigan
$5.92K +$5.55K +61 New
GPI
1894
General Partner Inc
Pennsylvania
$4.95K – – –
GFL
1895
Granite FO LLC
New Hampshire
$4.85K – – –
DF
1896
Dunhill Financial
United Kingdom
$4.78K +$4.46K +49 New
AWM
1897
Able Wealth Management
New Jersey
$4.12K +$3.82K +42 New
TVWM
1898
Tower View Wealth Management
Wisconsin
$4K +$3.37K +37 New
W
1899
WealthCollab
Washington
$3.01K +$2.82K +31 New
TFG
1900
Team Financial Group
California
$2.76K – – –