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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
2301
Clean Yield Group
Vermont
$5.2K +$5.1K +42 New
CWA
2302
Carolina Wealth Advisors
South Carolina
$4.95K -$2.79K -23 -37%
NC
2303
North Capital
Utah
$4.83K +$2.79K +23 +144%
HWM
2304
HighMark Wealth Management
Minnesota
$4.58K +$3.88K +32 +640%
PWA
2305
Principia Wealth Advisory
Texas
$4.46K +$607 +5 +16%
PS
2306
PayPay Securities
Japan
$4.24K +$4.13K +34 New
CWM
2307
Consultiva Wealth Management
Puerto Rico
$4.21K – – –
RS
2308
Rakuten Securities
Japan
$4.08K +$243 +2 +6%
BHWM
2309
Bay Harbor Wealth Management
Maryland
$4.08K +$849 +7 +27%
TFG
2310
Team Financial Group
California
$3.75K – – –
IWM
2311
Inlight Wealth Management
Georgia
$3.71K +$3.64K +30 New
EAM
2312
Eukles Asset Management
Ohio
$3.46K – – –
RWM
2313
Rialto Wealth Management
New York
$3.34K +$121 +1 +4%
WW
2314
Winnow Wealth
Texas
$3.1K -$9.1K -75 -75%
MDA
2315
Minot DeBlois Advisors
Massachusetts
$3.09K -$3.03K -25 -50%
HFM
2316
Harvest Fund Management
China
$3K – – –
TCB
2317
Texas Capital Bancshares
Texas
$2.6K +$2.55K +21 New
APM
2318
Advanced Portfolio Management
New York
$2.48K +$2.43K +20 New
EWM
2319
Evolution Wealth Management
Florida
$2.23K +$2.18K +18 New
QWM
2320
Quaker Wealth Management
New Jersey
$1.98K – – –
CAM
2321
Clarity Asset Management
Iowa
$1.98K +$1.94K +16 New
MHIP
2322
Mountain Hill Investment Partners
New Jersey
$1.9K – – –
AT
2323
Avalon Trust
New Mexico
$1.73K +$1.7K +14 New
DF
2324
DecisionPoint Financial
Arizona
$1.71K – – –
SFCL
2325
Strengthening Families & Communities LLC
Massachusetts
$1.61K – – –
91 92
93
94 95