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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2301
Abound Financial
California
$42.3K – – –
KAS
2302
Kemnay Advisory Services
New York
$41K -$18K -144 -32%
CFM
2303
Cornerstone Financial Management
Massachusetts
$40.9K +$9.13K +73 +31%
T
2304
Tidemark
California
$40.6K – – –
BFS
2305
Bare Financial Services
Pennsylvania
$40.5K +$2.5K +20 +7%
AIS
2306
Advocate Investing Services
Maryland
$40.4K +$250 +2 +0.7%
CFS
2307
CGC Financial Services
Oregon
$40.3K – – –
JGCM
2308
Joseph Group Capital Management
Ohio
$40.2K +$16.8K +134 +77%
PWMG
2309
Prestige Wealth Management Group
New Jersey
$39.8K +$2.13K +17 +6%
NWM
2310
Nova Wealth Management
Florida
$39.5K -$6K -48 -14%
PWM
2311
Peck Wealth Management
New York
$39.3K – – –
CFG
2312
Chapman Financial Group
Hawaii
$39.2K -$44.4K -355 -54%
MEG
2313
Millstone Evans Group
Colorado
$38.9K +$12.9K +103 +53%
DWS
2314
Dynamic Wealth Strategies
California
$38.5K +$36.8K +294 New
MCA
2315
McGuire Capital Advisors
Oklahoma
$38.4K +$375 +3 +1%
AFC
2316
Ares Financial Consulting
California
$37.8K +$11.1K +89 +45%
VWM
2317
Vermillion Wealth Management
Minnesota
$37.7K +$4.75K +38 +15%
PWMG
2318
Private Wealth Management Group
New Jersey
$37.4K – – –
AW
2319
Avion Wealth
Texas
$37K +$3.63K +29 +11%
IWP
2320
IAG Wealth Partners
Wisconsin
$36K +$20.9K +167 +155%
TGY2IT
2321
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$35.9K +$34.3K +274 New
EA
2322
Evergreen Advisors
Tennessee
$35.6K +$34K +272 New
AIM
2323
Access Investment Management
Georgia
$34.3K – – –
OW
2324
Olistico Wealth
Oklahoma
$34.1K -$8.25K -66 -20%
HWP
2325
Highline Wealth Partners
California
$33.5K +$10.3K +82 +47%
91 92
93
94 95