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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2176
Consultiva Wealth Management
Puerto Rico
$3.66K +$3.85K +34 New
NS
2177
NBC Securities
Alabama
$3.31K -$3.71M -32,753 -100%
W
2178
WealthCollab
Washington
$3.13K – – –
TWD
2179
True Wealth Design
Ohio
$3.02K +$1.25K +11 +65%
EAM
2180
Eukles Asset Management
Ohio
$3.02K – – –
CB
2181
Community Bank
New York
$2.91K -$136K -1,200 -98%
PP
2182
Pingora Partners
Wyoming
$2.69K – – –
RI
2183
Ridgewood Investments
New Jersey
$2.69K – – –
IMC
2184
Investment Management Corporation
Virginia
$2.59K +$2.72K +24 New
HWP
2185
Highline Wealth Partners
California
$2.48K +$1.59K +14 +156%
PWA
2186
Principia Wealth Advisory
Texas
$2.48K +$2.61K +23 New
GWMI
2187
Guardian Wealth Management (Illinois)
Illinois
$2.28K – – –
FLP
2188
Financial Life Planners
Arizona
$2.15K +$2.27K +20 New
TFA
2189
Transamerica Financial Advisors
Florida
$2K -$453 -4 -24%
EBA
2190
Eagle Bay Advisors
New York
$1.83K – – –
WW
2191
Winnow Wealth
Texas
$1.69K +$1.81K +16 New
SIC
2192
SJS Investment Consulting
Ohio
$1.62K – – –
MHIP
2193
Mountain Hill Investment Partners
New Jersey
$1.61K +$1.7K +15 New
TCA
2194
Trifecta Capital Advisors
Illinois
$1.4K – – –
ACM
2195
Anfield Capital Management
California
$1.29K -$8.5K -75 -86%
SFCL
2196
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
VWA
2197
Valued Wealth Advisors
Utah
$970 – – –
SAM
2198
Sherman Asset Management
California
$862 +$906 +8 New
CAIM
2199
Catherine Avery Investment Management
Florida
$646 +$680 +6 New
HWM
2200
HighMark Wealth Management
Minnesota
$539 – – –
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