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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
2201
Financial Gravity Companies
Texas
$15.8K +$15.8K +134 New
ETS
2202
ESL Trust Services
New York
$15.5K – – –
HWP
2203
Highline Wealth Partners
California
$15.2K +$2.12K +18 +16%
CIAS
2204
CBIZ Investment Advisory Services
Ohio
$15K +$9.09K +77 +154%
HNW
2205
High Note Wealth
Minnesota
$14.3K – – –
TCM
2206
TD Capital Management
Tennessee
$14.3K +$14.3K +121 New
WTFG
2207
Wood Tarver Financial Group
Idaho
$14K – – –
RWM
2208
Raffa Wealth Management
District of Columbia
$13.5K – – –
APW
2209
Acima Private Wealth
Virginia
$13K -$30.4K -258 -70%
RTL
2210
Red Tortoise LLC
Georgia
$12.9K – – –
WFA
2211
West Financial Advisors
Iowa
$12.7K – – –
TWD
2212
True Wealth Design
Ohio
$12.6K +$2.48K +21 +24%
CFP
2213
Comprehensive Financial Planning
Pennsylvania
$12.3K – – –
GPI
2214
General Partner Inc
Pennsylvania
$11.9K – – –
AAG
2215
Accordant Advisory Group
Maryland
$11.8K -$1.42K -12 -11%
GK
2216
Graney & King
New York
$11.8K – – –
LC
2217
Lavaca Capital
Texas
$11.8K – – –
MWA
2218
Miller Wealth Advisors
Colorado
$11.8K – – –
WW
2219
Winnow Wealth
Texas
$11.8K +$8.85K +75 +300%
TC
2220
Trust Company
Kansas
$11.8K +$11.8K +100 New
BGC
2221
Beutel, Goodman & Co
Ontario, Canada
$11K – – –
CFS
2222
Compass Financial Services
Iowa
$11K -$6.73K -57 -38%
W
2223
WealthCollab
Washington
$10.9K – – –
BFS
2224
Bare Financial Services
Pennsylvania
$10.6K +$10.1K +86 +2,150%
OAJ
2225
Ogorek Anthony Joseph
New York
$10K – – –
87 88
89
90 91