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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ETS
1926
ESL Trust Services
New York
$13.1K – – –
JWA
1927
JFS Wealth Advisors
Pennsylvania
$12.6K +$700 +7 +6%
PO
1928
Private Ocean
California
$12.3K -$8.8K -88 -42%
HF
1929
Halpern Financial
Virginia
$12.3K – – –
CCM
1930
Chilton Capital Management
Texas
$12.1K -$12K -120 -50%
CJL
1931
Cyrus J. Lawrence
New York
$12K – – –
RTL
1932
Red Tortoise LLC
Georgia
$10.9K – – –
WFA
1933
West Financial Advisors
Iowa
$10.8K – – –
CPG
1934
Cornerstone Planning Group
New Jersey
$10.4K +$700 +7 +8%
GPI
1935
General Partner Inc
Pennsylvania
$10.1K – – –
DPW
1936
DiNuzzo Private Wealth
Pennsylvania
$10K +$600 +6 +6%
AAG
1937
Accordant Advisory Group
Maryland
$10K +$10K +100 New
MWA
1938
Miller Wealth Advisors
Colorado
$10K +$10K +100 New
HH
1939
HWG Holdings
Texas
$9.8K +$9.8K +98 New
BWP
1940
Baldwin Wealth Partners
Massachusetts
$9.32K -$7.7K -77 -45%
GLR
1941
Great Lakes Retirement
Ohio
$8.85K +$8.8K +88 New
FW
1942
Fairway Wealth
Ohio
$8.72K +$8.7K +87 New
PIS
1943
POM Investment Strategies
North Carolina
$8.47K – – –
TFGT
1944
TS Financial Group (TSFG)
Illinois
$8K -$5.8K -58 -43%
UWM
1945
USAdvisors Wealth Management
Minnesota
$8K – – –
DI
1946
DAGCO Inc
Ohio
$7.82K – – –
QL
1947
Quarry LP
New York
$7.72K +$7.7K +77 New
MWM
1948
Mascoma Wealth Management
New Hampshire
$7.52K -$18.7K -187 -71%
CAM
1949
Chesapeake Asset Management
New York
$7.52K – – –
DF
1950
Dunhill Financial
United Kingdom
$7.44K +$1.5K +15 +25%