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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2251
N.E.W. Advisory Services
Wisconsin
$29.3K +$3.3K +27 +12%
AW
2252
Avion Wealth
Texas
$29K -$53K -434 -63%
CFM
2253
Cornerstone Financial Management
Massachusetts
$28K +$29.2K +239 New
LD
2254
Lipe & Dalton
New York
$28K – – –
KFP
2255
Kerr Financial Planning
California
$27.3K – – –
NWMP
2256
Noble Wealth Management PBC
Colorado
$27.3K – – –
TCM
2257
Triumph Capital Management
Colorado
$27K +$28.2K +231 New
SA
2258
Strategic Advocates
Utah
$26.4K +$3.3K +27 +14%
JFA
2259
JNBA Financial Advisors
Minnesota
$26.1K – – –
BCPWM
2260
Bradley & Co Private Wealth Management
Florida
$26K – – –
FNWA
2261
Financial Network Wealth Advisors
Utah
$25.8K -$4.03K -33 -13%
DCM
2262
Dorato Capital Management
Colorado
$25.6K +$26.4K +216 New
EWM
2263
Evolution Wealth Management
Florida
$25.6K +$24.4K +200 +1,111%
BCM
2264
Basso Capital Management
Connecticut
$24.8K +$25.9K +212 New
SWA
2265
SOA Wealth Advisors
New York
$24.4K +$122 +1 +0.5%
NL
2266
NorthAvenue LLC
Ohio
$24.1K +$25.2K +206 New
MA
2267
Modus Advisors
Minnesota
$24K +$25K +205 New
AFC
2268
Ares Financial Consulting
California
$23.4K +$24.4K +200 New
SC
2269
Swan Capital
Florida
$23.4K +$8.06K +66 +49%
DRS
2270
Deane Retirement Strategies
Louisiana
$23.1K – – –
STB
2271
S&T Bank
Pennsylvania
$23K -$488 -4 -2%
PWM
2272
Proathlete Wealth Management
Florida
$22.9K +$3.3K +27 +16%
MEG
2273
Millstone Evans Group
Colorado
$22.7K – – –
LMR Partners
2274
LMR Partners
United Kingdom
$22.6K +$23.6K +193 New
FFL
2275
Financial Freedom LLC
Ohio
$22.5K – – –