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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1876
Stone House Investment Management
Pennsylvania
$10.8K +$10.6K +112 New
RG
1877
Retirement Group
California
$10.7K – – –
RTL
1878
Red Tortoise LLC
Georgia
$10.5K – – –
WFA
1879
West Financial Advisors
Iowa
$10.4K – – –
EC
1880
Elequin Capital
New York
$10.3K +$10.1K +106 New
CWAF
1881
Core Wealth Advisors (Florida)
Florida
$9.88K +$95 +1 +1%
GPI
1882
General Partner Inc
Pennsylvania
$9.77K +$4.74K +50 +98%
DPW
1883
DiNuzzo Private Wealth
Pennsylvania
$9.09K -$1.8K -19 -17%
UWM
1884
USAdvisors Wealth Management
Minnesota
$9K – – –
CPG
1885
Cornerstone Planning Group
New Jersey
$8.7K -$5.79K -61 -41%
PIS
1886
POM Investment Strategies
North Carolina
$8.09K +$95 +1 +1%
DI
1887
DAGCO Inc
Ohio
$7.54K +$7.4K +78 New
CAM
1888
Chesapeake Asset Management
New York
$7.25K -$17.9K -189 -72%
HB
1889
Horizon Bancorp
Indiana
$7K -$19.7K -208 -73%
WAS
1890
Winch Advisory Services
Wisconsin
$6.93K +$95 +1 +1%
CFS
1891
CGC Financial Services
Oregon
$6.38K – – –
AP
1892
Aspect Partners
Virginia
$6.09K – – –
POIA
1893
Pin Oak Investment Advisors
Texas
$6K – – –
CJ
1894
Caitlin John
Michigan
$5.96K +$95 +1 +2%
BFPW
1895
BOK Financial Private Wealth
Colorado
$5.9K -$47.6K -502 -89%
DF
1896
Dunhill Financial
United Kingdom
$5.72K +$949 +10 +20%
GFL
1897
Granite FO LLC
New Hampshire
$5.63K – – –
PCMC
1898
Planning Capital Management Corporation
Pennsylvania
$5.03K -$3.04K -32 -38%
TCM
1899
Tributary Capital Management
Nebraska
$4.83K +$4.74K +50 New
ECM
1900
Everence Capital Management
Indiana
$2.84K – – –
74 75
76
77 78