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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2151
Beacon Financial Strategies
North Carolina
$177K – – –
SWAG
2152
Spectrum Wealth Advisory Group
California
$176K +$176K +1,392 New
VFM
2153
Vision Financial Markets
Connecticut
$176K – – –
PGAM
2154
Princeton Global Asset Management
New Jersey
$173K +$1.39K +11 +0.8%
IFWM
2155
Institute for Wealth Management
Colorado
$172K +$172K +1,360 New
NRG
2156
Nemes Rush Group
Michigan
$171K -$53.9K -427 -24%
FFO
2157
Fortitude Family Office
Arizona
$171K -$1.14K -9 -0.7%
AP
2158
Atwood & Palmer
Missouri
$171K – – –
KB
2159
Kimelman & Baird
New York
$169K – – –
WBC
2160
West Branch Capital
Massachusetts
$168K -$25.2K -200 -13%
GFA
2161
Godfrey Financial Associates
New York
$168K – – –
HCM
2162
Hollencrest Capital Management
California
$167K +$126 +1 +0.1%
BHWM
2163
Beaird Harris Wealth Management
Texas
$165K +$77.2K +612 +89%
APFP
2164
Action Point Financial Planning
Michigan
$165K +$165K +1,306 New
GTAM
2165
Global Trust Asset Management
Florida
$164K +$5.8K +46 +4%
HIMS
2166
Hager Investment Management Services
New Hampshire
$163K -$10.7K -85 -6%
NECFA
2167
New England Capital Financial Advisors
Connecticut
$161K +$126 +1 +0.1%
CT
2168
Coastline Trust
Rhode Island
$160K – – –
P
2169
Palladiem
Pennsylvania
$160K -$32K -254 -17%
SAM
2170
S.A. Mason
Michigan
$157K +$3.15K +25 +2%
GIA
2171
GHP Investment Advisors
Colorado
$157K +$12.9K +102 +9%
CWM
2172
Cranbrook Wealth Management
Michigan
$156K – – –
FLFS
2173
Family Legacy Financial Solutions
North Carolina
$156K -$70K -555 -31%
RMP
2174
Richards, Merrill & Peterson
Washington
$154K -$26.7K -212 -15%
MWA
2175
Medallion Wealth Advisors
Connecticut
$153K -$51.2K -406 -25%
85 86
87
88 89