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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1901
Tradewinds Capital Management
Washington
$195K
AGWCA
1902
Annis Gardner Whiting Capital Advisors
Florida
$194K -$149K -1,318 -42%
WAG
1903
Wiser Advisor Group
Arizona
$194K -$12.9K -114 -6%
HIMS
1904
Hager Investment Management Services
New Hampshire
$192K +$202K +1,781 New
AA
1905
AlphaMark Advisors
Kentucky
$189K +$34.4K +304 +21%
KG
1906
Kieckhefer Group
Wisconsin
$188K +$198K +1,748 New
RFA
1907
Reyes Financial Architecture
California
$188K +$198K +1,744 New
HIA
1908
Harbor Investment Advisory
Maryland
$187K +$113 +1 +0.1%
SWM
1909
Sugarloaf Wealth Management
Georgia
$184K -$15K -132 -7%
EWP
1910
Elevation Wealth Partners
California
$184K
WWP
1911
WR Wealth Planners
Missouri
$184K +$6.46K +57 +3%
A
1912
Allianz
Germany
$179K
GJIA
1913
Glass Jacobson Investment Advisors
Maryland
$179K
FFO
1914
Fortitude Family Office
Arizona
$178K -$1.93K -17 -1%
BC
1915
Barrett & Company
Rhode Island
$178K
WA
1916
Whipplewood Advisors
Colorado
$176K +$185K +1,636 New
FUBT
1917
First United Bank & Trust
Maryland
$174K -$3.51K -31 -2%
CSPIA
1918
Cary Street Partners Investment Advisory
Virginia
$174K -$3.29M -28,998 -95%
AT
1919
Arlington Trust
Alabama
$172K +$143K +1,263 +380%
DMBA
1920
Deseret Mutual Benefit Administrators
Utah
$167K -$3.29K -29 -2%
PMFA
1921
Plante Moran Financial Advisors
Michigan
$165K +$35.5K +313 +26%
SIS
1922
Sound Income Strategies
Florida
$164K -$8.16K -72 -5%
SHF
1923
Safe Harbor Fiduciary
Florida
$164K
SAM
1924
Shell Asset Management
Netherlands
$162K
MAM
1925
Morse Asset Management
Connecticut
$162K