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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
1876
Core Wealth Advisors (Florida)
Florida
$9.8K +$9.19K +101 New
CCM
1877
Chilton Capital Management
Texas
$9.8K -$15.8K -174 -63%
CYG
1878
Clean Yield Group
Vermont
$9.7K +$9.1K +100 New
BCM
1879
Bourgeon Capital Management
Connecticut
$9.03K – – –
GA
1880
GoalVest Advisory
New York
$8.73K +$6.37K +70 +350%
PCMC
1881
Planning Capital Management Corporation
Pennsylvania
$8.15K +$7.64K +84 New
PIS
1882
POM Investment Strategies
North Carolina
$8.03K +$7.55K +83 New
LIWM
1883
Long Island Wealth Management
New York
$8K +$7.73K +85 New
MFA
1884
McClarren Financial Advisors
Pennsylvania
$8K +$7.91K +87 New
UWM
1885
USAdvisors Wealth Management
Minnesota
$8K +$910K +10,000 New
CI
1886
Cordant Inc
Oregon
$7.47K +$7K +77 New
WAS
1887
Winch Advisory Services
Wisconsin
$6.88K +$91 +1 +1%
AI
1888
AXS Investments
New York
$6.79K -$1.64K -18 -20%
CFS
1889
CGC Financial Services
Oregon
$6.41K – – –
AP
1890
Aspect Partners
Virginia
$6.11K +$5.73K +63 New
POIA
1891
Pin Oak Investment Advisors
Texas
$6K – – –
CJ
1892
Caitlin John
Michigan
$5.92K +$5.55K +61 New
GPI
1893
General Partner Inc
Pennsylvania
$4.95K – – –
GFL
1894
Granite FO LLC
New Hampshire
$4.85K – – –
DF
1895
Dunhill Financial
United Kingdom
$4.78K +$4.46K +49 New
AWM
1896
Able Wealth Management
New Jersey
$4.12K +$3.82K +42 New
TVWM
1897
Tower View Wealth Management
Wisconsin
$4K +$3.37K +37 New
W
1898
WealthCollab
Washington
$3.01K +$2.82K +31 New
TFG
1899
Team Financial Group
California
$2.76K – – –
EAM
1900
Eukles Asset Management
Ohio
$2.72K -$23.6K -260 -90%
74 75
76
77 78