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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2176
Synergy Investment Management
Florida
$3.66K +$3.85K +34 New
CWM
2177
Consultiva Wealth Management
Puerto Rico
$3.66K +$3.85K +34 New
NS
2178
NBC Securities
Alabama
$3.31K -$3.71M -32,753 -100%
HCA
2179
Heck Capital Advisors
Wisconsin
$3.23K +$3.4K +30 New
W
2180
WealthCollab
Washington
$3.13K – – –
TWD
2181
True Wealth Design
Ohio
$3.02K +$1.25K +11 +65%
EAM
2182
Eukles Asset Management
Ohio
$3.02K – – –
CB
2183
Community Bank
New York
$2.91K -$136K -1,200 -98%
PP
2184
Pingora Partners
Wyoming
$2.69K – – –
RI
2185
Ridgewood Investments
New Jersey
$2.69K – – –
IMC
2186
Investment Management Corporation
Virginia
$2.59K +$2.72K +24 New
HWP
2187
Highline Wealth Partners
California
$2.48K +$1.59K +14 +156%
PWA
2188
Principia Wealth Advisory
Texas
$2.48K +$2.61K +23 New
GWMI
2189
Guardian Wealth Management (Illinois)
Illinois
$2.28K – – –
FLP
2190
Financial Life Planners
Arizona
$2.15K +$2.27K +20 New
TFA
2191
Transamerica Financial Advisors
Florida
$2K -$453 -4 -24%
EBA
2192
Eagle Bay Advisors
New York
$1.83K – – –
WW
2193
Winnow Wealth
Texas
$1.69K +$1.81K +16 New
SIC
2194
SJS Investment Consulting
Ohio
$1.62K – – –
MHIP
2195
Mountain Hill Investment Partners
New Jersey
$1.61K +$1.7K +15 New
TCA
2196
Trifecta Capital Advisors
Illinois
$1.4K – – –
ACM
2197
Anfield Capital Management
California
$1.29K -$8.5K -75 -86%
SFCL
2198
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
VWA
2199
Valued Wealth Advisors
Utah
$970 – – –
SAM
2200
Sherman Asset Management
California
$862 +$906 +8 New
86 87
88
89 90