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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OW
2401
Olistico Wealth
Oklahoma
-$60.2K -510 Closed
TPWA
2402
Twin Peaks Wealth Advisors
California
-$61.8K -497 Closed
TIM
2403
Total Investment Management
Arizona
-$45.9K -389 Closed
QPBE
2404
Quintet Private Bank (Europe)
Luxembourg
-$43.1K -365 Closed
SO
2405
Sierra Ocean
California
-$32.3K -273 Closed
BFP
2406
Briaud Financial Planning
Texas
-$27K -230 Closed
SJIM
2407
St. Johns Investment Management
Florida
-$26.7K -226 Closed
AWM
2408
Atticus Wealth Management
Florida
-$26.1K -221 Closed
PCC
2409
Park Circle Company
Maryland
-$23.6K -200 Closed
ACM
2410
Accent Capital Management
Ohio
-$20.6K -175 Closed
MAWAG
2411
Mid-American Wealth Advisory Group
Missouri
-$19K -161 Closed
WTFG
2412
Wood Tarver Financial Group
Idaho
-$14K -122 Closed
WFA
2413
West Financial Advisors
Iowa
-$12.7K -108 Closed
PFG
2414
Putney Financial Group
California
-$9.44K -80 Closed
SVCP
2415
Silicon Valley Capital Partners
California
-$8.73K -74 Closed
GC
2416
GFG Capital
Florida
-$8.26K -70 Closed
WCM
2417
WealthTrak Capital Management
Virginia
-$6.49K -55 Closed
DRP
2418
Decker Retirement Planning
Utah
-$3.19K -27 Closed
KIG
2419
Kessler Investment Group
Indiana
-$3.19K -27 Closed
IMC
2420
Investment Management Corporation
Virginia
-$2.83K -24 Closed
GC
2421
Garde Capital
Washington
-$2.71K -23 Closed
EPW
2422
Evergreen Private Wealth
Colorado
-$1.53K -13 Closed
PW
2423
Pandora Wealth
Illinois
-$1.18K -10 Closed
BA
2424
Bellwether Advisors
Nebraska
-$118 -1 Closed