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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2226
Robinswood Financial
Washington
$6.58K – – –
GFL
2227
Granite FO LLC
New Hampshire
$6.1K – – –
MDA
2228
Minot DeBlois Advisors
Massachusetts
$6.1K – – –
CIAS
2229
CBIZ Investment Advisory Services
Ohio
$6.1K +$5.7K +50 New
AWM
2230
Ameliora Wealth Management
Switzerland
$6.1K – – –
IHWM
2231
Iron Horse Wealth Management
Iowa
$5.98K +$5.58K +49 New
SHIM
2232
Stone House Investment Management
Pennsylvania
$5.49K +$5.13K +45 New
CWP
2233
Clark Wealth Partners
Illinois
$4.76K +$4.45K +39 New
BWM
2234
Bernard Wealth Management
Michigan
$4.51K +$4.22K +37 New
CWM
2235
Consultiva Wealth Management
Puerto Rico
$4.15K – – –
SIM
2236
Synergy Investment Management
Florida
$4.15K – – –
PWA
2237
Principia Wealth Advisory
Texas
$4.07K +$1.37K +12 +52%
UIC
2238
Uniplan Investment Counsel
Wisconsin
$3.96K +$3.65K +32 New
EAM
2239
Eukles Asset Management
Ohio
$3.42K – – –
CB
2240
Community Bank
New York
$3.29K – – –
WW
2241
Winnow Wealth
Texas
$2.95K +$1.03K +9 +56%
IMC
2242
Investment Management Corporation
Virginia
$2.93K – – –
GC
2243
Garde Capital
Washington
$2.81K +$2.62K +23 New
CAM
2244
Creekmur Asset Management
Illinois
$2.68K -$1.82K -16 -42%
GWMI
2245
Guardian Wealth Management (Illinois)
Illinois
$2.58K – – –
SPF
2246
South Plains Financial
Texas
$2.32K -$14.8K -130 -87%
TFA
2247
Transamerica Financial Advisors
Florida
$2K -$114 -1 -8%
SIC
2248
SJS Investment Consulting
Ohio
$1.95K +$114 +1 +7%
NC
2249
North Capital
Utah
$1.95K +$1.82K +16 New
MHIP
2250
Mountain Hill Investment Partners
New Jersey
$1.84K – – –
88 89
90
91 92