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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2251
Consultiva Wealth Management
Puerto Rico
$4.01K – – –
RS
2252
Rakuten Securities
Japan
$3.66K -$5.66K -48 -61%
PWA
2253
Principia Wealth Advisory
Texas
$3.66K -$472 -4 -11%
TFG
2254
Team Financial Group
California
$3.55K +$3.54K +30 New
EAM
2255
Eukles Asset Management
Ohio
$3.3K – – –
KIG
2256
Kessler Investment Group
Indiana
$3.19K -$30.1K -255 -90%
DRP
2257
Decker Retirement Planning
Utah
$3.19K +$3.19K +27 New
BHWM
2258
Bay Harbor Wealth Management
Maryland
$3.07K +$1.53K +13 +100%
RWM
2259
Rialto Wealth Management
New York
$3.07K +$3.07K +26 New
HFM
2260
Harvest Fund Management
China
$3K -$15.3K -130 -85%
IMC
2261
Investment Management Corporation
Virginia
$2.83K – – –
GC
2262
Garde Capital
Washington
$2.71K – – –
NC
2263
North Capital
Utah
$1.89K – – –
QWM
2264
Quaker Wealth Management
New Jersey
$1.89K +$1.89K +16 New
MHIP
2265
Mountain Hill Investment Partners
New Jersey
$1.8K – – –
DF
2266
DecisionPoint Financial
Arizona
$1.67K +$1.65K +14 New
SFCL
2267
Strengthening Families & Communities LLC
Massachusetts
$1.54K +$354 +3 +30%
EPW
2268
Evergreen Private Wealth
Colorado
$1.53K +$1.53K +13 New
TFA
2269
Transamerica Financial Advisors
Florida
$1.41K – – –
PW
2270
Pandora Wealth
Illinois
$1.18K +$1.18K +10 New
VWA
2271
Valued Wealth Advisors
Utah
$1.08K – – –
SIC
2272
SJS Investment Consulting
Ohio
$1.06K -$826 -7 -44%
PMAM
2273
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
HIA
2274
HFM Investment Advisors
New Jersey
$826 +$472 +4 +133%
IAS
2275
IMA Advisory Services
Colorado
$708 +$708 +6 New
89 90
91
92 93