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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2326
Fountainhead AM
New Jersey
$29.5K -$18.7K -148 -39%
NWMP
2327
Noble Wealth Management PBC
Colorado
$29.5K – – –
HWP
2328
Highline Wealth Partners
California
$29.4K -$3.03K -24 -9%
KFP
2329
Kerr Financial Planning
California
$28.2K – – –
BCPWM
2330
Bradley & Co Private Wealth Management
Florida
$28.1K – – –
MMCM
2331
Murphy & Mullick Capital Management
New York
$27.8K -$43.3K -343 -61%
AWM
2332
Abound Wealth Management
Tennessee
$27.4K -$19.7K -156 -42%
DCM
2333
Dorato Capital Management
Colorado
$27.1K – – –
RWM
2334
Raffa Wealth Management
District of Columbia
$26.7K +$4.42K +35 +20%
SWA
2335
SOA Wealth Advisors
New York
$26.3K +$126 +1 +0.5%
TCM
2336
Triumph Capital Management
Colorado
$26.2K +$3.15K +25 +14%
ACA
2337
American Capital Advisory
Idaho
$26.1K +$2.4K +19 +10%
TLA
2338
Tanglewood Legacy Advisors
Texas
$26.1K +$26K +206 New
GA
2339
GoalVest Advisory
New York
$25.9K – – –
FNWA
2340
Financial Network Wealth Advisors
Utah
$25.6K -$1.39K -11 -5%
HNW
2341
High Note Wealth
Minnesota
$25.6K +$5.17K +41 +25%
NL
2342
NorthAvenue LLC
Ohio
$25.3K – – –
PWM
2343
Proathlete Wealth Management
Florida
$24.7K – – –
DIP
2344
DT Investment Partners
Pennsylvania
$24.1K – – –
MSG
2345
Main Street Group
Virginia
$23.8K +$252 +2 +1%
OWP
2346
ORG Wealth Partners
Texas
$23.5K – – –
VERPA
2347
Virginia Estate & Retirement Planning Advisors
Virginia
$23.4K +$23.3K +185 New
APW
2348
Allied Private Wealth
Florida
$23.3K +$23.2K +184 New
1NWS
2349
1 North Wealth Services
Maryland
$23.2K – – –
PWMA
2350
Pension & Wealth Management Advisors
Massachusetts
$23.2K – – –
92 93
94
95 96