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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
2376
Team Financial Group
California
$3.59K +$122 +1 +3%
IWM
2377
Inlight Wealth Management
Georgia
$3.52K – – –
JFG
2378
JDM Financial Group
Texas
$3.52K +$3.66K +30 New
DPW
2379
DiNuzzo Private Wealth
Pennsylvania
$3.05K -$3.66K -30 -54%
CFG
2380
Clayton Financial Group
Missouri
$3.05K +$3.17K +26 New
HFM
2381
Harvest Fund Management
China
$3K – – –
WW
2382
Winnow Wealth
Texas
$2.95K – – –
MDA
2383
Minot DeBlois Advisors
Massachusetts
$2.93K – – –
FW
2384
Fairway Wealth
Ohio
$2.93K +$3.05K +25 New
RWM
2385
Rialto Wealth Management
New York
$2.81K -$366 -3 -11%
1CP
2386
1015 Capital Partners
Pennsylvania
$2.58K +$2.69K +22 New
SFCL
2387
Strengthening Families & Communities LLC
Massachusetts
$2.12K +$611 +5 +38%
CW
2388
Curio Wealth
Maryland
$2K +$2.08K +17 New
OCM
2389
Osbon Capital Management
Massachusetts
$1.88K +$1.95K +16 New
MHIP
2390
Mountain Hill Investment Partners
New Jersey
$1.82K +$122 +1 +7%
MW
2391
Merited Wealth
Florida
$1.76K +$1.83K +15 New
VWA
2392
Valued Wealth Advisors
Utah
$1.45K +$244 +2 +20%
PMAM
2393
Picton Mahoney Asset Management
Ontario, Canada
$1.17K – – –
SFG
2394
Strive Financial Group
Indiana
$1.17K +$1.22K +10 New
ACA
2395
Atlas Capital Advisors
Wyoming
$820 +$855 +7 New
GCM
2396
Gunpowder Capital Management
Maryland
$820 +$855 +7 New
QA
2397
Quattro Advisors
Pennsylvania
$712 +$733 +6 New
YDMI
2398
Y.D. More Investments
Israel
$676 +$100K +822 +81%
APW
2399
Atlantic Private Wealth
North Carolina
$591 +$611 +5 New
HIA
2400
HFM Investment Advisors
New Jersey
$587 -$244 -2 -29%
94 95
96
97 98