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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
2226
Pension & Wealth Management Advisors
Massachusetts
$22.6K – – –
ACA
2227
American Capital Advisory
Idaho
$22.4K -$243 -2 -1%
LWCFA
2228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.4K -$8.74K -72 -30%
FWM
2229
FSA Wealth Management
Massachusetts
$21.2K -$32.3K -266 -61%
VWM
2230
Valley Wealth Managers
New Jersey
$21.2K +$20.8K +171 New
SRCM
2231
Signature Resources Capital Management
California
$20.9K – – –
PWM
2232
Proathlete Wealth Management
Florida
$20.8K – – –
HHMI
2233
Howard Hughes Medical Institute
Maryland
$20.7K – – –
DFA
2234
DHJJ Financial Advisors
Illinois
$20.4K – – –
ETS
2235
ESL Trust Services
New York
$20.3K +$4K +33 +25%
GA
2236
Guerra Advisors
Florida
$20.2K +$19.9K +164 New
MWM
2237
Mascoma Wealth Management
New Hampshire
$20K -$10.6K -87 -35%
PG
2238
Proffitt & Goodson
Tennessee
$20K +$243 +2 +1%
OCM
2239
Orion Capital Management
California
$19.7K -$21.1K -174 -52%
ITFISA
2240
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$19.4K +$11.7K +96 +157%
RF
2241
Robinswood Financial
Washington
$19.1K +$12.1K +100 +185%
RWPA
2242
Richard W. Paul & Associates
Michigan
$18.2K – – –
RAM
2243
Ramirez Asset Management
New York
$17.8K – – –
RWM
2244
Raffa Wealth Management
District of Columbia
$17.1K +$2.91K +24 +21%
FFA
2245
Frazier Financial Advisors
Ohio
$17K – – –
DWA
2246
Delos Wealth Advisors
Texas
$17K +$16.6K +137 New
CAC
2247
Core Alternative Capital
Georgia
$16.8K – – –
TWD
2248
True Wealth Design
Ohio
$16.6K +$3.28K +27 +25%
AWM
2249
Accredited Wealth Management
Kentucky
$16.6K -$6.19K -51 -61%
SC
2250
Swan Capital
Florida
$16.6K – – –
88 89
90
91 92