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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2401
Aventus Investment Advisors
Florida
$12.7K +$12.6K +100 New
BC
2402
Burnham & Co
Michigan
$12.7K +$12.6K +100 New
CMA
2403
Cedar Mountain Advisors
Oregon
$12.3K +$2.77K +22 +29%
MPW
2404
MASECO Private Wealth
$12.2K +$2.27K +18 +23%
GAAM
2405
Guinness Atkinson Asset Management
California
$11.8K – – –
W
2406
WealthCollab
Washington
$11.6K -$1.26K -10 -10%
EF
2407
Entrust Financial
Pennsylvania
$11.5K – – –
PSFG
2408
Park Square Financial Group
Georgia
$11.4K -$2.52K -20 -18%
MNA
2409
Manning & Napier Advisors
New York
$11.1K +$11K +87 New
RIAS
2410
Rachor Investment Advisory Services
Michigan
$11K – – –
HWM
2411
HighMark Wealth Management
Minnesota
$11K +$6.31K +50 +135%
MP
2412
McDonald Partners
Ohio
$11K +$11K +87 New
BH
2413
Burk Holdings
Oklahoma
$10.9K – – –
KFG
2414
Kingdom Financial Group
Arizona
$10.7K +$126 +1 +1%
TFA
2415
Toth Financial Advisory
Virginia
$10.4K -$8.7K -69 -46%
TIM
2416
Thompson Investment Management
Wisconsin
$10.1K – – –
HIA
2417
Highland Investment Advisors
Florida
$9.95K +$9.96K +79 New
BFP
2418
Birchwood Financial Partners
Minnesota
$9.83K – – –
WA
2419
Whipplewood Advisors
Colorado
$9.49K -$162K -1,284 -94%
AWM
2420
Activest Wealth Management
Florida
$9.37K -$22.6K -179 -71%
AP
2421
Aspect Partners
Virginia
$9.24K – – –
IPS
2422
Investors Portfolio Services
Washington
$8.98K -$378 -3 -4%
MSWM
2423
Mowery & Schoenfeld Wealth Management
Illinois
$8.86K – – –
HC
2424
Hurley Capital
New York
$8.75K +$378 +3 +5%
WCM
2425
Westend Capital Management
California
$8.57K +$8.58K +68 New
95 96
97
98 99