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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2451
Principia Wealth Advisory
Texas
$7.34K +$1.51K +12 +26%
SHIM
2452
Stone House Investment Management
Pennsylvania
$7.21K +$252 +2 +4%
DAM
2453
Davis Asset Management
California
$6.83K – – –
AWM
2454
Ameliora Wealth Management
Switzerland
$6.33K – – –
GFL
2455
Granite FO LLC
New Hampshire
$6.33K – – –
AI
2456
Atomic Invest
New York
$6.02K +$1.64K +13 +38%
OAJ
2457
Ogorek Anthony Joseph
New York
$6K – – –
TBFA
2458
Three Bearings Fiduciary Advisors
New Hampshire
$5.95K – – –
JFG
2459
JDM Financial Group
Texas
$5.84K +$2.02K +16 +53%
NOI
2460
Newton One Investments
Delaware
$5.82K +$5.8K +46 New
CIAS
2461
CBIZ Investment Advisory Services
Ohio
$5.63K – – –
BFPW
2462
BOK Financial Private Wealth
Colorado
$5.57K +$5.55K +44 New
CYG
2463
Clean Yield Group
Vermont
$5.32K – – –
T
2464
Transce3nd
Texas
$5.27K -$126 -1 -2%
GWS
2465
Greykasell Wealth Strategies
California
$5.19K – – –
CWA
2466
Carolina Wealth Advisors
South Carolina
$5.06K – – –
RBI
2467
Raiffeisen Bank International
Austria
$5K +$4.92K +39 New
MWM
2468
Mosley Wealth Management
California
$4.83K +$631 +5 +15%
PS
2469
PayPay Securities
Japan
$4.68K +$252 +2 +6%
WA
2470
WestEnd Advisors
North Carolina
$4.43K +$126 +1 +3%
CWM
2471
Consultiva Wealth Management
Puerto Rico
$4.3K – – –
QL
2472
Quarry LP
New York
$4.18K +$4.16K +33 New
QWM
2473
Quaker Wealth Management
New Jersey
$3.92K +$1.14K +9 +41%
SFCL
2474
Strengthening Families & Communities LLC
Massachusetts
$3.32K +$2.27K +18 +225%
DPW
2475
DiNuzzo Private Wealth
Pennsylvania
$3.29K – – –
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