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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2301
Raffa Wealth Management
District of Columbia
$17.8K +$1.71K +14 +10%
PIS
2302
POM Investment Strategies
North Carolina
$17.6K +$5.01K +41 +38%
OC
2303
Optima Capital
Oregon
$17.5K +$18.2K +149 New
RWPA
2304
Richard W. Paul & Associates
Michigan
$17.5K +$244 +2 +1%
RAM
2305
Ramirez Asset Management
New York
$16.9K – – –
KG
2306
Kilter Group
New York
$16.6K +$5.25K +43 +43%
PSFG
2307
Park Square Financial Group
Georgia
$16.5K -$10.1K -83 -35%
HNW
2308
High Note Wealth
Minnesota
$16.2K +$1.95K +16 +13%
FFA
2309
Frazier Financial Advisors
Ohio
$16.1K – – –
ETS
2310
ESL Trust Services
New York
$15.4K -$4.03K -33 -20%
CIAS
2311
CBIZ Investment Advisory Services
Ohio
$15.2K +$1.47K +12 +10%
SFAM
2312
Sawyer Falduto Asset Management
Illinois
$15.1K +$15.8K +129 New
SG
2313
Sankala Group
Colorado
$14.7K +$13.7K +112 New
ECA
2314
Elevated Capital Advisors
Utah
$14.1K +$14.7K +120 New
CAM
2315
Chesapeake Asset Management
New York
$13.9K – – –
TWD
2316
True Wealth Design
Ohio
$13.8K -$1.95K -16 -12%
CJ
2317
Caitlin John
Michigan
$13.6K +$6.23K +51 +78%
APW
2318
Acima Private Wealth
Virginia
$12.9K – – –
JSAM
2319
J. Safra Asset Management
New York
$12.9K – – –
RTL
2320
Red Tortoise LLC
Georgia
$12.8K – – –
IWP
2321
IAG Wealth Partners
Wisconsin
$12.7K – – –
IW
2322
Imprint Wealth
South Carolina
$12.5K -$25.8K -211 -66%
CAC
2323
Core Alternative Capital
Georgia
$12.2K -$3.91K -32 -24%
CFP
2324
Comprehensive Financial Planning
Pennsylvania
$12.2K – – –
W
2325
WealthCollab
Washington
$12K +$1.22K +10 +11%
91 92
93
94 95