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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2201
West Financial Advisors
Iowa
$13.2K – – –
CFP
2202
Comprehensive Financial Planning
Pennsylvania
$12.7K – – –
GPI
2203
General Partner Inc
Pennsylvania
$12.3K – – –
GK
2204
Graney & King
New York
$12.2K – – –
LC
2205
Lavaca Capital
Texas
$12.2K – – –
MWA
2206
Miller Wealth Advisors
Colorado
$12.2K – – –
BGC
2207
Beutel, Goodman & Co
Ontario, Canada
$12K +$11.4K +100 New
W
2208
WealthCollab
Washington
$11.2K +$7.18K +63 +217%
DCM
2209
Davis Capital Management
Florida
$11.1K – – –
TWD
2210
True Wealth Design
Ohio
$10.5K +$6.61K +58 +207%
AWM
2211
Accredited Wealth Management
Kentucky
$10.2K +$9.57K +84 New
OAJ
2212
Ogorek Anthony Joseph
New York
$10K +$10.1K +89 New
RS
2213
Rakuten Securities
Japan
$9.64K -$23.8K -209 -73%
UWM
2214
USAdvisors Wealth Management
Minnesota
$9K – – –
HHGA
2215
Halbert Hargrove Global Advisors
California
$8.17K +$7.64K +67 New
DPW
2216
DiNuzzo Private Wealth
Pennsylvania
$8.05K -$1.71K -15 -19%
EA
2217
Evolution Advisers
Virginia
$8K +$3.08K +27 +61%
MCI
2218
MRP Capital Investments
Georgia
$7.68K – – –
AP
2219
Aspect Partners
Virginia
$7.68K – – –
CWA
2220
Carolina Wealth Advisors
South Carolina
$7.68K – – –
PWM
2221
Parkworth Wealth Management
California
$7.45K -$22.8K -200 -77%
MSWA
2222
Marshall & Sterling Wealth Advisors
New York
$7.44K +$6.95K +61 New
RF
2223
Robinswood Financial
Washington
$6.58K – – –
GFL
2224
Granite FO LLC
New Hampshire
$6.1K – – –
MDA
2225
Minot DeBlois Advisors
Massachusetts
$6.1K – – –
87 88
89
90 91