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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
2251
High Note Wealth
Minnesota
$15.1K +$121 +1 +0.8%
TCM
2252
TD Capital Management
Tennessee
$15K – – –
HHGA
2253
Halbert Hargrove Global Advisors
California
$14.7K +$14.4K +119 New
CAM
2254
Chesapeake Asset Management
New York
$14.7K -$9.34K -77 -39%
CIAS
2255
CBIZ Investment Advisory Services
Ohio
$14.6K -$1.09K -9 -7%
JGCM
2256
Joseph Group Capital Management
Ohio
$14.6K +$14.3K +118 New
PC
2257
Promus Capital
Illinois
$14.5K +$14.2K +117 New
MAM
2258
MMA Asset Management
Pennsylvania
$14.1K +$13.8K +114 New
APW
2259
Acima Private Wealth
Virginia
$13.6K – – –
JSAM
2260
J. Safra Asset Management
New York
$13.6K +$13.3K +110 New
RTL
2261
Red Tortoise LLC
Georgia
$13.5K – – –
PIS
2262
POM Investment Strategies
North Carolina
$13.5K +$13.2K +109 New
IWP
2263
IAG Wealth Partners
Wisconsin
$13.4K -$23.3K -192 -64%
MAM
2264
Marquette Asset Management
Minnesota
$13K +$12.7K +105 New
CFP
2265
Comprehensive Financial Planning
Pennsylvania
$12.9K – – –
GPI
2266
General Partner Inc
Pennsylvania
$12.5K – – –
SA
2267
SRH Advisors
Kansas
$12.4K -$9.1K -75 -43%
AAG
2268
Accordant Advisory Group
Maryland
$12.4K – – –
GK
2269
Graney & King
New York
$12.4K – – –
LC
2270
Lavaca Capital
Texas
$12.4K – – –
MWA
2271
Miller Wealth Advisors
Colorado
$12.4K – – –
TC
2272
Trust Company
Kansas
$12.4K – – –
KG
2273
Kilter Group
New York
$12.3K +$2.43K +20 +25%
BGC
2274
Beutel, Goodman & Co
Ontario, Canada
$12K – – –
DCM
2275
Davis Capital Management
Florida
$11.9K +$11.7K +96 New
89 90
91
92 93