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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2401
EFG International
$16.3K – – –
SWP
2402
SIMA Wealth Partners
Virginia
$16.3K – – –
SFAM
2403
Sawyer Falduto Asset Management
Illinois
$16.3K – – –
WAG
2404
Wilkerson Advisory Group
Missouri
$15.9K -$2.52K -20 -14%
TCM
2405
TD Capital Management
Tennessee
$15.3K – – –
EAM
2406
Erste Asset Management
Austria
$15.2K +$15.1K +120 New
DCM
2407
Davis Capital Management
Florida
$14.9K +$2.02K +16 +16%
DRP
2408
Decker Retirement Planning
Utah
$14.8K +$14.8K +117 New
RS
2409
Rakuten Securities
Japan
$14.6K +$3.66K +29 +34%
SG
2410
Sankala Group
Colorado
$14.2K +$252 +2 +2%
APW
2411
Acima Private Wealth
Virginia
$13.9K – – –
JSAM
2412
J. Safra Asset Management
New York
$13.9K – – –
IW
2413
Imprint Wealth
South Carolina
$13.5K – – –
CFP
2414
Comprehensive Financial Planning
Pennsylvania
$13.2K – – –
CAC
2415
Core Alternative Capital
Georgia
$13.2K – – –
GPI
2416
General Partner Inc
Pennsylvania
$12.8K – – –
GK
2417
Graney & King
New York
$12.7K – – –
MWA
2418
Miller Wealth Advisors
Colorado
$12.7K – – –
SA
2419
SRH Advisors
Kansas
$12.7K – – –
AIA
2420
Aventus Investment Advisors
Florida
$12.7K +$12.6K +100 New
BC
2421
Burnham & Co
Michigan
$12.7K +$12.6K +100 New
CMA
2422
Cedar Mountain Advisors
Oregon
$12.3K +$2.77K +22 +29%
MPW
2423
MASECO Private Wealth
$12.2K +$2.27K +18 +23%
GAAM
2424
Guinness Atkinson Asset Management
California
$11.8K – – –
W
2425
WealthCollab
Washington
$11.6K -$1.26K -10 -10%
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