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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1876
Compass Wealth Management
Connecticut
$29.1K – – –
FFO
1877
Fortitude Family Office
Arizona
$29.1K +$11.9K +119 +70%
CFG
1878
CKW Financial Group
Hawaii
$29K – – –
SFC
1879
Strategic Financial Concepts
Texas
$28.4K +$28.3K +283 New
JFA
1880
JNBA Financial Advisors
Minnesota
$27.7K – – –
PWMG
1881
Private Wealth Management Group
New Jersey
$27.2K – – –
TFA
1882
Toth Financial Advisory
Virginia
$26.3K -$91.6K -916 -78%
SWP
1883
SIMA Wealth Partners
Virginia
$25.8K +$25.8K +258 New
LWCFA
1884
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.6K – – –
CAC
1885
Core Alternative Capital
Georgia
$25.1K – – –
OA
1886
Operose Advisors
Wisconsin
$24.9K – – –
CAM
1887
Creekmur Asset Management
Illinois
$24.7K +$1.4K +14 +6%
RWPA
1888
Richard W. Paul & Associates
Michigan
$24.4K +$100 +1 +0.4%
PWMG
1889
Prestige Wealth Management Group
New Jersey
$23.6K -$21.4K -214 -48%
FPF
1890
First Pacific Financial
Washington
$23.5K -$3.5K -35 -13%
SJIM
1891
St. Johns Investment Management
Florida
$22.7K – – –
BCPWM
1892
Bradley & Co Private Wealth Management
Florida
$22.3K – – –
FFA
1893
Frazier Financial Advisors
Ohio
$22K – – –
TWD
1894
True Wealth Design
Ohio
$21.9K +$8.8K +88 +67%
PCM
1895
Perritt Capital Management
Illinois
$20.6K +$200 +2 +1%
SWA
1896
SOA Wealth Advisors
New York
$20.3K +$100 +1 +0.5%
FCMT
1897
Founders Capital Management (Texas)
Texas
$20.2K +$20.2K +202 New
CFM
1898
Catalyst Funds Management
Australia
$20K +$20K +200 New
PCC
1899
Park Circle Company
Maryland
$20K +$20K +200 New
AS
1900
Altshuler Shaham
Israel
$19.9K -$5.8K -58 -23%
74 75
76
77 78