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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2301
Wiser Advisor Group
Arizona
$18.7K -$14.2K -116 -42%
OCM
2302
Orion Capital Management
California
$18.6K – – –
RF
2303
Robinswood Financial
Washington
$18.2K +$122 +1 +0.6%
SA
2304
SRH Advisors
Kansas
$18.2K +$6.72K +55 +55%
MCM
2305
MidAtlantic Capital Management
Virginia
$18.2K +$18.9K +155 New
RWM
2306
Raffa Wealth Management
District of Columbia
$17.8K +$1.71K +14 +10%
PIS
2307
POM Investment Strategies
North Carolina
$17.6K +$5.01K +41 +38%
OC
2308
Optima Capital
Oregon
$17.5K +$18.2K +149 New
RWPA
2309
Richard W. Paul & Associates
Michigan
$17.5K +$244 +2 +1%
RAM
2310
Ramirez Asset Management
New York
$16.9K – – –
KG
2311
Kilter Group
New York
$16.6K +$5.25K +43 +43%
PSFG
2312
Park Square Financial Group
Georgia
$16.5K -$10.1K -83 -35%
HNW
2313
High Note Wealth
Minnesota
$16.2K +$1.95K +16 +13%
FFA
2314
Frazier Financial Advisors
Ohio
$16.1K – – –
ETS
2315
ESL Trust Services
New York
$15.4K -$4.03K -33 -20%
CIAS
2316
CBIZ Investment Advisory Services
Ohio
$15.2K +$1.47K +12 +10%
SFAM
2317
Sawyer Falduto Asset Management
Illinois
$15.1K +$15.8K +129 New
SG
2318
Sankala Group
Colorado
$14.7K +$13.7K +112 New
ECA
2319
Elevated Capital Advisors
Utah
$14.1K +$14.7K +120 New
CAM
2320
Chesapeake Asset Management
New York
$13.9K – – –
TWD
2321
True Wealth Design
Ohio
$13.8K -$1.95K -16 -12%
CJ
2322
Caitlin John
Michigan
$13.6K +$6.23K +51 +78%
APW
2323
Acima Private Wealth
Virginia
$12.9K – – –
JSAM
2324
J. Safra Asset Management
New York
$12.9K – – –
RTL
2325
Red Tortoise LLC
Georgia
$12.8K – – –
91 92
93
94 95