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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2151
Access Investment Management
Georgia
$30.9K +$30.9K +262 New
DF
2152
Dunhill Financial
United Kingdom
$30.7K +$9.44K +80 +44%
SWP
2153
SIMA Wealth Partners
Virginia
$30.4K – – –
FNWA
2154
Financial Network Wealth Advisors
Utah
$29.9K – – –
VWM
2155
Vermillion Wealth Management
Minnesota
$29.5K – – –
LAM
2156
Lynch Asset Management
Pennsylvania
$29.5K +$29.5K +250 New
MWM
2157
Mascoma Wealth Management
New Hampshire
$29.4K +$10.3K +87 +54%
LD
2158
Lipe & Dalton
New York
$29K -$11.8K -100 -29%
LWMI
2159
Legacy Wealth Management (Idaho)
Idaho
$28.3K – – –
LWCFA
2160
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.3K – – –
LIS
2161
Legacy Investment Solutions
Idaho
$28.3K +$28.3K +240 New
PWMG
2162
Prestige Wealth Management Group
New Jersey
$28K – – –
BFP
2163
Briaud Financial Planning
Texas
$27K +$6.49K +55 +31%
SJIM
2164
St. Johns Investment Management
Florida
$26.7K – – –
JFA
2165
JNBA Financial Advisors
Minnesota
$26.3K – – –
NEWAS
2166
N.E.W. Advisory Services
Wisconsin
$26.3K – – –
BCPWM
2167
Bradley & Co Private Wealth Management
Florida
$26.2K – – –
AWM
2168
Atticus Wealth Management
Florida
$26.1K – – –
MSG
2169
Main Street Group
Virginia
$25.9K -$13.5K -114 -34%
MF
2170
Magnetar Financial
Illinois
$25.7K -$1.09M -9,279 -98%
AWM
2171
Activest Wealth Management
Florida
$24.8K -$236 -2 -0.9%
PCM
2172
Perritt Capital Management
Illinois
$24.7K – – –
TTIC
2173
Tower Trust & Investment Company
Iowa
$24.4K – – –
SWA
2174
SOA Wealth Advisors
New York
$24.3K +$118 +1 +0.5%
KSWA
2175
Kathleen S. Wright Associates
Pennsylvania
$24.3K – – –
85 86
87
88 89