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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2226
Advocate Investing Services
Maryland
$35.9K +$37.4K +306 New
MAM
2227
Meeder Asset Management
Ohio
$35.6K -$1.83K -15 -5%
PWM
2228
Peck Wealth Management
New York
$35.2K – – –
MCA
2229
McGuire Capital Advisors
Oklahoma
$34K +$35.4K +290 New
BFS
2230
Bare Financial Services
Pennsylvania
$33.9K +$1.1K +9 +3%
PWMG
2231
Prestige Wealth Management Group
New Jersey
$33.6K +$5.98K +49 +21%
PWMG
2232
Private Wealth Management Group
New Jersey
$33.5K – – –
CPG
2233
Cornerstone Planning Group
New Jersey
$33.3K +$33.6K +275 +13,750%
KFG
2234
Kingdom Financial Group
Arizona
$33.2K +$34.6K +283 New
AWM
2235
Abound Wealth Management
Tennessee
$32.9K – – –
MSWM
2236
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K +$25.6K +210 +300%
FA
2237
Fountainhead AM
New Jersey
$32.5K -$269K -2,204 -89%
AIM
2238
Access Investment Management
Georgia
$32.4K – – –
BIA
2239
Bell Investment Advisors
California
$30.2K -$6.11K -50 -16%
SWP
2240
SIMA Wealth Partners
Virginia
$30.2K – – –
LWM
2241
Lodestone Wealth Management
Washington
$29.8K +$31K +254 New
CBT
2242
CoreFirst Bank & Trust
Kansas
$29.5K -$35.4K -290 -54%
WG
2243
Wellington Group
Indiana
$29.5K +$30.8K +252 New
WAS
2244
Winch Advisory Services
Wisconsin
$29.4K +$366 +3 +1%
VWM
2245
Vermillion Wealth Management
Minnesota
$29.3K – – –
NEWAS
2246
N.E.W. Advisory Services
Wisconsin
$29.3K +$3.3K +27 +12%
AW
2247
Avion Wealth
Texas
$29K -$53K -434 -63%
CFM
2248
Cornerstone Financial Management
Massachusetts
$28K +$29.2K +239 New
LD
2249
Lipe & Dalton
New York
$28K – – –
KFP
2250
Kerr Financial Planning
California
$27.3K – – –
88 89
90
91 92