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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2076
Global Financial Private Client
Florida
$32K +$566 +5 +2%
SO
2077
Sierra Ocean
California
$31.3K +$32.9K +290 New
CWM
2078
Compass Wealth Management
Connecticut
$31.2K – – –
RS
2079
Rakuten Securities
Japan
$31K +$30.6K +270 +1,500%
CFG
2080
CKW Financial Group
Hawaii
$31K – – –
NWM
2081
Nova Wealth Management
Florida
$30.4K +$31.9K +282 New
OW
2082
Olistico Wealth
Oklahoma
$30.2K – – –
JFA
2083
JNBA Financial Advisors
Minnesota
$29.7K – – –
WCM
2084
WealthTrak Capital Management
Virginia
$29.7K +$31.3K +276 New
BIA
2085
Bell Investment Advisors
California
$28.9K -$3.74K -33 -11%
TFA
2086
Toth Financial Advisory
Virginia
$28.4K – – –
MFS
2087
Mattson Financial Services
Michigan
$28.1K +$27.6K +244 New
PWM
2088
Parkworth Wealth Management
California
$28.1K +$29.6K +261 New
CAM
2089
Chesapeake Asset Management
New York
$27.8K +$5.55K +49 +23%
SWP
2090
SIMA Wealth Partners
Virginia
$27.8K – – –
LIS
2091
Legacy Investment Solutions
Idaho
$27.6K -$1.93K -17 -7%
LWMI
2092
Legacy Wealth Management (Idaho)
Idaho
$27.6K -$1.93K -17 -7%
SWA
2093
SOA Wealth Advisors
New York
$27.4K +$5.66K +50 +25%
LWCFA
2094
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K – – –
CAC
2095
Core Alternative Capital
Georgia
$26.9K – – –
VWM
2096
Vermillion Wealth Management
Minnesota
$26.9K +$28.3K +250 New
PCM
2097
Perritt Capital Management
Illinois
$26.1K +$3.96K +35 +17%
PWMG
2098
Prestige Wealth Management Group
New Jersey
$25.3K – – –
FPF
2099
First Pacific Financial
Washington
$25.2K – – –
SJIM
2100
St. Johns Investment Management
Florida
$24.4K – – –
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