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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2501
Gould Asset Management
California
– -$206K -1,666 Closed
MAG
2502
MRA Advisory Group
New Jersey
– -$206K -1,666 Closed
WFMPM
2503
Woodley Farra Manion Portfolio Management
Indiana
– -$205K -1,656 Closed
SW
2504
SkyOak Wealth
Michigan
– -$204K -1,652 Closed
YIA
2505
YHB Investment Advisors
Connecticut
– -$204K -1,652 Closed
SC
2506
Sepio Capital
Utah
– -$204K -1,651 Closed
WKSWA
2507
White Knight Strategic Wealth Advisors
New Jersey
– -$204K -1,650 Closed
MCP
2508
Mirador Capital Partners
California
– -$204K -1,647 Closed
WI
2509
WrapManager Inc
California
– -$204K -1,647 Closed
TW
2510
Traveka Wealth
California
– -$204K -1,645 Closed
FAT
2511
First American Trust
California
– -$202K -1,635 Closed
CCA
2512
Cadent Capital Advisors
Oklahoma
– -$202K -1,631 Closed
AT
2513
American Trust
Kentucky
– -$202K -1,629 Closed
SWAG
2514
Spectrum Wealth Advisory Group
California
– -$201K -1,624 Closed
FFA
2515
First Foundation Advisors
California
– -$200K -1,617 Closed
FWM
2516
ForthRight Wealth Management
Georgia
– -$200K -1,617 Closed
AT
2517
Arlington Trust
Alabama
– -$162K -1,307 Closed
ACM
2518
Aster Capital Management
United Arab Emirates
– -$156K -1,263 Closed
IWA
2519
Icon Wealth Advisors
Texas
– -$149K -1,204 Closed
JWM
2520
JPL Wealth Management
Colorado
– -$135K -1,092 Closed
TCM
2521
TruNorth Capital Management
Michigan
– -$116K -940 Closed
RA
2522
Rise Advisors
New York
– -$97K -784 Closed
GFWA
2523
Grey Fox Wealth Advisors
Delaware
– -$92.8K -750 Closed
PPA
2524
Painted Porch Advisors
California
– -$91.5K -739 Closed
FF
2525
Friedenthal Financial
New Jersey
– -$82.9K -670 Closed
99 100
101
102 103