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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1876
JFS Wealth Advisors
Pennsylvania
$11.5K -$2.47K -26 -18%
MAM
1877
MMA Asset Management
Pennsylvania
$11K +$10.8K +114 New
CJL
1878
Cyrus J. Lawrence
New York
$11K +$11.5K +121 New
SHIM
1879
Stone House Investment Management
Pennsylvania
$10.8K +$10.6K +112 New
RG
1880
Retirement Group
California
$10.7K – – –
RTL
1881
Red Tortoise LLC
Georgia
$10.5K – – –
WFA
1882
West Financial Advisors
Iowa
$10.4K – – –
EC
1883
Elequin Capital
New York
$10.3K +$10.1K +106 New
CWAF
1884
Core Wealth Advisors (Florida)
Florida
$9.88K +$95 +1 +1%
GPI
1885
General Partner Inc
Pennsylvania
$9.77K +$4.74K +50 +98%
DPW
1886
DiNuzzo Private Wealth
Pennsylvania
$9.09K -$1.8K -19 -17%
UWM
1887
USAdvisors Wealth Management
Minnesota
$9K – – –
CPG
1888
Cornerstone Planning Group
New Jersey
$8.7K -$5.79K -61 -41%
PIS
1889
POM Investment Strategies
North Carolina
$8.09K +$95 +1 +1%
DI
1890
DAGCO Inc
Ohio
$7.54K +$7.4K +78 New
CAM
1891
Chesapeake Asset Management
New York
$7.25K -$17.9K -189 -72%
HB
1892
Horizon Bancorp
Indiana
$7K -$19.7K -208 -73%
WAS
1893
Winch Advisory Services
Wisconsin
$6.93K +$95 +1 +1%
CFS
1894
CGC Financial Services
Oregon
$6.38K – – –
AP
1895
Aspect Partners
Virginia
$6.09K – – –
POIA
1896
Pin Oak Investment Advisors
Texas
$6K – – –
CJ
1897
Caitlin John
Michigan
$5.96K +$95 +1 +2%
BFPW
1898
BOK Financial Private Wealth
Colorado
$5.9K -$47.6K -502 -89%
DF
1899
Dunhill Financial
United Kingdom
$5.72K +$949 +10 +20%
GFL
1900
Granite FO LLC
New Hampshire
$5.63K – – –
74 75
76
77 78