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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
2201
Accordant Advisory Group
Maryland
$13.7K – – –
HWP
2202
Highline Wealth Partners
California
$13.5K +$10K +88 +383%
RTL
2203
Red Tortoise LLC
Georgia
$13.3K – – –
WFA
2204
West Financial Advisors
Iowa
$13.2K – – –
CFP
2205
Comprehensive Financial Planning
Pennsylvania
$12.7K – – –
GPI
2206
General Partner Inc
Pennsylvania
$12.3K – – –
GK
2207
Graney & King
New York
$12.2K – – –
LC
2208
Lavaca Capital
Texas
$12.2K – – –
MWA
2209
Miller Wealth Advisors
Colorado
$12.2K – – –
Beutel, Goodman & Co
2210
Beutel, Goodman & Co
Ontario, Canada
$12K +$11.4K +100 New
W
2211
WealthCollab
Washington
$11.2K +$7.18K +63 +217%
DCM
2212
Davis Capital Management
Florida
$11.1K – – –
TWD
2213
True Wealth Design
Ohio
$10.5K +$6.61K +58 +207%
AWM
2214
Accredited Wealth Management
Kentucky
$10.2K +$9.57K +84 New
OAJ
2215
Ogorek Anthony Joseph
New York
$10K +$10.1K +89 New
RS
2216
Rakuten Securities
Japan
$9.64K -$23.8K -209 -73%
UWM
2217
USAdvisors Wealth Management
Minnesota
$9K – – –
HHGA
2218
Halbert Hargrove Global Advisors
California
$8.17K +$7.64K +67 New
DPW
2219
DiNuzzo Private Wealth
Pennsylvania
$8.05K -$1.71K -15 -19%
EA
2220
Evolution Advisers
Virginia
$8K +$3.08K +27 +61%
MCI
2221
MRP Capital Investments
Georgia
$7.68K – – –
AP
2222
Aspect Partners
Virginia
$7.68K – – –
CWA
2223
Carolina Wealth Advisors
South Carolina
$7.68K – – –
PWM
2224
Parkworth Wealth Management
California
$7.45K -$22.8K -200 -77%
MSWA
2225
Marshall & Sterling Wealth Advisors
New York
$7.44K +$6.95K +61 New