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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2201
Prestige Wealth Management Group
New Jersey
$29.5K +$121 +1 +0.4%
PSFG
2202
Park Square Financial Group
Georgia
$29.2K -$47.2K -389 -62%
NWMP
2203
Noble Wealth Management PBC
Colorado
$28.8K +$28.3K +233 New
JFA
2204
JNBA Financial Advisors
Minnesota
$27.6K – – –
NEWAS
2205
N.E.W. Advisory Services
Wisconsin
$27.6K – – –
BCPWM
2206
Bradley & Co Private Wealth Management
Florida
$27.5K – – –
AWM
2207
Activest Wealth Management
Florida
$27.5K +$1.46K +12 +6%
KFP
2208
Kerr Financial Planning
California
$27.4K +$26.8K +221 New
MSG
2209
Main Street Group
Virginia
$27.4K +$121 +1 +0.5%
PCM
2210
Perritt Capital Management
Illinois
$25.9K – – –
SWA
2211
SOA Wealth Advisors
New York
$25.6K +$121 +1 +0.5%
TTIC
2212
Tower Trust & Investment Company
Iowa
$25.6K – – –
KSWA
2213
Kathleen S. Wright Associates
Pennsylvania
$25.5K – – –
STB
2214
S&T Bank
Pennsylvania
$24.8K – – –
DRS
2215
Deane Retirement Strategies
Louisiana
$24.4K +$23.9K +197 New
SA
2216
Strategic Advocates
Utah
$24.4K +$23.9K +197 New
MEG
2217
Millstone Evans Group
Colorado
$24K – – –
FFL
2218
Financial Freedom LLC
Ohio
$23.8K – – –
CTC
2219
Corundum Trust Company
South Dakota
$23.6K +$23.2K +191 New
DIP
2220
DT Investment Partners
Pennsylvania
$23.5K – – –
SC
2221
Solstein Capital
California
$23.5K – – –
MAS
2222
MPWM Advisory Solutions
Georgia
$23.1K – – –
HWP
2223
Highline Wealth Partners
California
$23K +$6.92K +57 +44%
FCG
2224
Financial Connections Group
California
$23K – – –
1NWS
2225
1 North Wealth Services
Maryland
$22.6K – – –
87 88
89
90 91