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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1901
Carolina Wealth Advisors
South Carolina
$19.7K – – –
FFL
1902
Financial Freedom LLC
Ohio
$19.2K – – –
DIP
1903
DT Investment Partners
Pennsylvania
$19K – – –
FCG
1904
Financial Connections Group
California
$18K -$100 -1 -0.5%
SA
1905
SRH Advisors
Kansas
$17.5K – – –
BFP
1906
Briaud Financial Planning
Texas
$17K – – –
CWM
1907
Cedar Wealth Management
California
$16.9K -$16.7K -167 -50%
FP
1908
Financial Perspectives
Minnesota
$16.8K – – –
CCA
1909
Catalyst Capital Advisors
New York
$16.7K -$3.9K -39 -19%
MRC
1910
Millburn Ridgefield Corp
New York
$16.7K -$3.9K -39 -19%
SRCM
1911
Signature Resources Capital Management
California
$16.6K – – –
SIC
1912
SJS Investment Consulting
Ohio
$16.5K – – –
DFA
1913
DHJJ Financial Advisors
Illinois
$16.5K – – –
RTC
1914
Riverview Trust Company
Washington
$16.4K -$15K -150 -48%
ACA
1915
American Capital Advisory
Idaho
$16.1K -$700 -7 -4%
AW
1916
Avion Wealth
Texas
$16K -$8.5K -85 -34%
OCM
1917
Orion Capital Management
California
$15.9K – – –
TFF
1918
The Family Firm
Maryland
$15.9K +$15.9K +159 New
MCM
1919
MidAtlantic Capital Management
Virginia
$15.5K – – –
LIA
1920
Lynx Investment Advisory
District of Columbia
$15.4K +$15.3K +153 New
FIM
1921
FWL Investment Management
Texas
$15K +$3K +30 +25%
RAM
1922
Ramirez Asset Management
New York
$14.4K – – –
TCG
1923
Transcendent Capital Group
Oklahoma
$14.1K +$1.1K +11 +8%
SC
1924
Swan Capital
Florida
$13.4K +$13.4K +134 New
LFA
1925
Legend Financial Advisors
Pennsylvania
$13.3K – – –
75 76
77
78 79