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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2176
Anfield Capital Management
California
$40.2K – – –
HFS
2177
Hopwood Financial Services
Virginia
$40.2K – – –
WAM
2178
WFA Asset Management
Wisconsin
$40K +$243 +2 +0.6%
NWM
2179
Nova Wealth Management
Florida
$39.6K -$2.79K -23 -7%
MAM
2180
Meeder Asset Management
Ohio
$39.5K +$38.7K +319 New
IW
2181
Imprint Wealth
South Carolina
$39.4K +$38.6K +318 New
BIA
2182
Bell Investment Advisors
California
$38.1K -$1.46K -12 -4%
CFS
2183
CGC Financial Services
Oregon
$38.1K – – –
PWM
2184
Peck Wealth Management
New York
$37.1K +$36.4K +300 New
PWMG
2185
Private Wealth Management Group
New Jersey
$35.4K – – –
CFG
2186
CKW Financial Group
Hawaii
$35K – – –
AWM
2187
Abound Wealth Management
Tennessee
$34.7K -$1.21K -10 -3%
BFS
2188
Bare Financial Services
Pennsylvania
$34.6K +$23.1K +190 +211%
WAG
2189
Wiser Advisor Group
Arizona
$34K +$33.4K +275 New
MPW
2190
MASECO Private Wealth
$32.9K +$32.3K +266 New
S
2191
Sachetta
Massachusetts
$32.5K – – –
AIM
2192
Access Investment Management
Georgia
$32.4K – – –
DF
2193
Dunhill Financial
United Kingdom
$32.3K +$121 +1 +0.4%
SWP
2194
SIMA Wealth Partners
Virginia
$31.9K – – –
FNWA
2195
Financial Network Wealth Advisors
Utah
$31.3K – – –
LAM
2196
Lynch Asset Management
Pennsylvania
$30.9K – – –
VWM
2197
Vermillion Wealth Management
Minnesota
$30.9K – – –
WAS
2198
Winch Advisory Services
Wisconsin
$30.7K -$8.86K -73 -23%
LD
2199
Lipe & Dalton
New York
$30K – – –
LWMI
2200
Legacy Wealth Management (Idaho)
Idaho
$29.7K – – –
86 87
88
89 90