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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
1901
James J. Burns & Company
New York
$219K +$205K +1,796 New
LA
1902
Lifeworks Advisors
Michigan
$219K +$204K +1,794 New
JWM
1903
Jessup Wealth Management
Ohio
$219K +$204K +1,793 New
TWA
1904
TCI Wealth Advisors
Arizona
$218K -$28.5K -250 -12%
CWG
1905
Crown Wealth Group
North Carolina
$218K +$204K +1,788 New
AA
1906
Acorns Advisers
California
$218K +$203K +1,785 New
SC
1907
Stephens Consulting
Michigan
$218K -$5.93K -52 -3%
CRIG
1908
Charter Research & Investment Group
Connecticut
$217K +$203K +1,781 New
MWM
1909
Mattern Wealth Management
Kansas
$217K +$203K +1,780 New
SIAG
1910
Safeguard Investment Advisory Group
California
$217K +$203K +1,780 New
CFSG
1911
Clark Financial Services Group
Missouri
$216K +$202K +1,770 New
FAT
1912
First American Trust
California
$215K +$201K +1,766 New
FAG
1913
Fortitude Advisory Group
Washington
$215K +$204K +1,789 New
CWM
1914
Chesapeake Wealth Management
Virginia
$215K +$201K +1,763 New
Acadian Asset Management
1915
Acadian Asset Management
Massachusetts
$215K -$25.2K -221 -11%
BWM
1916
BCS Wealth Management
Tennessee
$215K +$201K +1,762 New
IAA
1917
Ironsides Asset Advisors
North Carolina
$215K -$90.6K -795 -31%
SA
1918
Sovran Advisors
California
$214K +$200K +1,757 New
CFP
1919
Curran Financial Partners
South Carolina
$214K -$34K -298 -15%
PBF
1920
Petix & Botte Financial
California
$214K +$200K +1,752 New
KG
1921
Kieckhefer Group
Wisconsin
$213K
CIA
1922
Compass Ion Advisors
Pennsylvania
$213K -$20.4K -179 -9%
SL
1923
Sentry LLC
Tennessee
$213K +$199K +1,745 New
SWA
1924
Sax Wealth Advisors
New Jersey
$213K +$199K +1,744 New
MIM
1925
Moseley Investment Management
Florida
$213K +$199K +1,743 New