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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2051
IVC Wealth Advisors
Pennsylvania
$202K +$3.05K +25 +1%
NDSI
2052
Newman Dignan & Sheerar Inc
Rhode Island
$201K -$3.05K -25 -1%
AW
2053
Alteri Wealth
California
$201K -$9.65K -79 -4%
SFGM
2054
Stonebridge Financial Group (Missouri)
Missouri
$201K +$209K +1,714 New
WMWM
2055
Wilkins Miller Wealth Management
Alabama
$201K +$733 +6 +0.4%
CFO
2056
Cambient Family Office
Michigan
$201K +$209K +1,712 New
WIM
2057
Walsky Investment Management
Pennsylvania
$200K +$208K +1,707 New
FA
2058
FSA Advisors
Michigan
$198K +$2.46M +20,151 New
FC
2059
Fairscale Capital
New Hampshire
$198K +$128K +1,051 +164%
UFF
2060
USA Financial Formulas
Michigan
$196K -$215K -1,757 -51%
A
2061
Allianz
Germany
$195K
BC
2062
Barrett & Company
Rhode Island
$194K
SA
2063
Scarborough Advisors
Maryland
$193K +$47.3K +387 +31%
IWM
2064
IMG Wealth Management
Florida
$192K +$2.69K +22 +1%
WBC
2065
West Branch Capital
Massachusetts
$190K -$12.2K -100 -6%
VWA
2066
VSM Wealth Advisory
Maryland
$187K -$9.16K -75 -4%
Optiver Holding
2067
Optiver Holding
Netherlands
$186K +$194K +1,591 New
MWA
2068
Medallion Wealth Advisors
Connecticut
$186K +$20.5K +168 +12%
EW
2069
Elyxium Wealth
California
$183K -$33.5K -274 -15%
OP
2070
ORG Partners
Indiana
$182K +$98.8K +809 +109%
RMP
2071
Richards, Merrill & Peterson
Washington
$181K +$189K +1,545 New
ME
2072
McIlrath & Eck
Washington
$180K +$4.4K +36 +2%
TFA
2073
Transamerica Financial Advisors
Florida
$180K +$39.1K +320 +26%
P
2074
Palladiem
Pennsylvania
$178K +$185K +1,514 New
MAM
2075
Morse Asset Management
Connecticut
$176K