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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2326
Lodestone Wealth Management
Washington
$33.3K – – –
AWM
2327
Activest Wealth Management
Florida
$33.1K +$23.8K +190 +302%
WAS
2328
Winch Advisory Services
Wisconsin
$33.1K +$250 +2 +0.8%
CBT
2329
CoreFirst Bank & Trust
Kansas
$33K – – –
FFL
2330
Financial Freedom LLC
Ohio
$32.4K +$6.88K +55 +29%
LD
2331
Lipe & Dalton
New York
$32K – – –
WG
2332
Wellington Group
Indiana
$30.6K -$2.25K -18 -7%
NWMP
2333
Noble Wealth Management PBC
Colorado
$30.5K – – –
JFA
2334
JNBA Financial Advisors
Minnesota
$29.2K – – –
BCPWM
2335
Bradley & Co Private Wealth Management
Florida
$29.1K – – –
DCM
2336
Dorato Capital Management
Colorado
$28.4K – – –
KFP
2337
Kerr Financial Planning
California
$28.4K +$250 +2 +0.9%
BIA
2338
Bell Investment Advisors
California
$28.2K -$5.38K -43 -17%
FNWA
2339
Financial Network Wealth Advisors
Utah
$27.9K -$875 -7 -3%
SWA
2340
SOA Wealth Advisors
New York
$27.1K -$125 -1 -0.5%
GA
2341
GoalVest Advisory
New York
$26.8K -$62.5K -500 -71%
NL
2342
NorthAvenue LLC
Ohio
$26.2K -$750 -6 -3%
DF
2343
Dunhill Financial
United Kingdom
$26K +$750 +6 +3%
STB
2344
S&T Bank
Pennsylvania
$25.7K – – –
PWM
2345
Proathlete Wealth Management
Florida
$25.5K – – –
DIP
2346
DT Investment Partners
Pennsylvania
$24.9K – – –
ACA
2347
American Capital Advisory
Idaho
$24.5K +$500 +4 +2%
MAS
2348
MPWM Advisory Solutions
Georgia
$24.5K – – –
MSG
2349
Main Street Group
Virginia
$24.4K +$23.3K +186 New
OWP
2350
ORG Wealth Partners
Texas
$24.3K – – –
92 93
94
95 96