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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
2101
Key Financial Inc
Pennsylvania
$101K -$13.8K -114 -12%
HIIFS
2102
Harel Insurance Investments & Financial Services
Israel
$100K +$98.1K +808 New
LI
2103
Louisbourg Investments
New Brunswick, Canada
$99K – – –
WA
2104
WPG Advisers
Maryland
$98.1K -$121 -1 -0.1%
EP
2105
Essential Partners
California
$97K +$10.4K +86 +12%
RA
2106
Rise Advisors
New York
$97K -$243 -2 -0.3%
CFG
2107
Chapman Financial Group
Hawaii
$96.5K -$14.1K -116 -13%
NMG
2108
New Millennium Group
Utah
$96.2K -$30.5K -251 -24%
SIC
2109
SJS Investment Consulting
Ohio
$95.9K +$93K +766 +8,511%
GA
2110
GoalVest Advisory
New York
$95.4K – – –
AEPWM
2111
Atlantic Edge Private Wealth Management
Florida
$94.9K – – –
FDCP
2112
Foster Dykema Cabot & Partners
Massachusetts
$94.5K +$20.1K +166 +28%
MFT
2113
Moisand Fitzgerald Tamayo
Florida
$94.4K – – –
GFWA
2114
Grey Fox Wealth Advisors
Delaware
$92.8K +$91K +750 New
OP
2115
ORG Partners
Indiana
$92.2K +$8.49K +70 +10%
GWSA
2116
Global Wealth Strategies & Associates
Colorado
$91.8K +$51.6K +425 +134%
PPA
2117
Painted Porch Advisors
California
$91.5K – – –
LFA
2118
LGT Financial Advisors
Texas
$90.7K +$849 +7 +1%
LIA
2119
Luken Investment Analytics
Tennessee
$89.2K – – –
KFA
2120
Kelleher Financial Advisors
New York
$88.2K +$86.5K +713 New
BHWM
2121
Beaird Harris Wealth Management
Texas
$85.4K +$364 +3 +0.4%
AW
2122
Avion Wealth
Texas
$85K -$10.4K -86 -11%
FF
2123
Friedenthal Financial
New Jersey
$82.9K +$81.3K +670 New
PP
2124
PFS Partners
New Jersey
$82.8K +$4.37K +36 +6%
EDRH
2125
Edmond de Rothschild Holding
Switzerland
$82.5K – – –
83 84
85
86 87