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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
2201
Core Alternative Capital
Georgia
$16K – – –
SC
2202
Swan Capital
Florida
$15.8K – – –
FGC
2203
Financial Gravity Companies
Texas
$15.8K +$15.8K +134 New
ETS
2204
ESL Trust Services
New York
$15.5K – – –
HWP
2205
Highline Wealth Partners
California
$15.2K +$2.12K +18 +16%
CIAS
2206
CBIZ Investment Advisory Services
Ohio
$15K +$9.09K +77 +154%
HNW
2207
High Note Wealth
Minnesota
$14.3K – – –
TCM
2208
TD Capital Management
Tennessee
$14.3K +$14.3K +121 New
WTFG
2209
Wood Tarver Financial Group
Idaho
$14K – – –
RWM
2210
Raffa Wealth Management
District of Columbia
$13.5K – – –
APW
2211
Acima Private Wealth
Virginia
$13K -$30.4K -258 -70%
RTL
2212
Red Tortoise LLC
Georgia
$12.9K – – –
WFA
2213
West Financial Advisors
Iowa
$12.7K – – –
TWD
2214
True Wealth Design
Ohio
$12.6K +$2.48K +21 +24%
CFP
2215
Comprehensive Financial Planning
Pennsylvania
$12.3K – – –
GPI
2216
General Partner Inc
Pennsylvania
$11.9K – – –
AAG
2217
Accordant Advisory Group
Maryland
$11.8K -$1.42K -12 -11%
GK
2218
Graney & King
New York
$11.8K – – –
LC
2219
Lavaca Capital
Texas
$11.8K – – –
MWA
2220
Miller Wealth Advisors
Colorado
$11.8K – – –
WW
2221
Winnow Wealth
Texas
$11.8K +$8.85K +75 +300%
TC
2222
Trust Company
Kansas
$11.8K +$11.8K +100 New
BGC
2223
Beutel, Goodman & Co
Ontario, Canada
$11K – – –
CFS
2224
Compass Financial Services
Iowa
$11K -$6.73K -57 -38%
W
2225
WealthCollab
Washington
$10.9K – – –