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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2126
MidAtlantic Capital Management
Virginia
$16.7K – – –
SPF
2127
South Plains Financial
Texas
$16.1K +$16.9K +149 New
RWPA
2128
Richard W. Paul & Associates
Michigan
$15.9K -$113 -1 -0.7%
RAM
2129
Ramirez Asset Management
New York
$15.5K – – –
TCG
2130
Transcendent Capital Group
Oklahoma
$15.2K – – –
FFA
2131
Frazier Financial Advisors
Ohio
$14.8K – – –
SC
2132
Swan Capital
Florida
$14.4K – – –
FGC
2133
Financial Gravity Companies
Texas
$14.4K +$15.2K +134 New
STB
2134
S&T Bank
Pennsylvania
$14.3K +$15.1K +133 New
ETS
2135
ESL Trust Services
New York
$14.1K – – –
PIS
2136
POM Investment Strategies
North Carolina
$14K +$5.1K +45 +53%
CPG
2137
Cornerstone Planning Group
New Jersey
$13.2K +$2.27K +20 +21%
HNW
2138
High Note Wealth
Minnesota
$13K +$13.7K +121 New
CJL
2139
Cyrus J. Lawrence
New York
$13K – – –
WTFG
2140
Wood Tarver Financial Group
Idaho
$13K +$13.8K +122 New
PC
2141
Promus Capital
Illinois
$12.6K +$13.3K +117 New
RWM
2142
Raffa Wealth Management
District of Columbia
$12.3K – – –
AAG
2143
Accordant Advisory Group
Maryland
$12.1K – – –
RTL
2144
Red Tortoise LLC
Georgia
$11.7K – – –
WFA
2145
West Financial Advisors
Iowa
$11.6K – – –
AWM
2146
Activest Wealth Management
Florida
$11.5K +$793 +7 +7%
CFP
2147
Comprehensive Financial Planning
Pennsylvania
$11.2K +$11.8K +104 New
GPI
2148
General Partner Inc
Pennsylvania
$10.9K – – –
MWA
2149
Miller Wealth Advisors
Colorado
$10.8K – – –
GK
2150
Graney & King
New York
$10.8K +$11.3K +100 New
84 85
86
87 88