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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
2501
Mirador Capital Partners
California
– -$204K -1,647 Closed
WI
2502
WrapManager Inc
California
– -$204K -1,647 Closed
TW
2503
Traveka Wealth
California
– -$204K -1,645 Closed
FAT
2504
First American Trust
California
– -$202K -1,635 Closed
CCA
2505
Cadent Capital Advisors
Oklahoma
– -$202K -1,631 Closed
AT
2506
American Trust
Kentucky
– -$202K -1,629 Closed
SWAG
2507
Spectrum Wealth Advisory Group
California
– -$201K -1,624 Closed
FFA
2508
First Foundation Advisors
California
– -$200K -1,617 Closed
FWM
2509
ForthRight Wealth Management
Georgia
– -$200K -1,617 Closed
AT
2510
Arlington Trust
Alabama
– -$162K -1,307 Closed
ACM
2511
Aster Capital Management
United Arab Emirates
– -$156K -1,263 Closed
IWA
2512
Icon Wealth Advisors
Texas
– -$149K -1,204 Closed
JWM
2513
JPL Wealth Management
Colorado
– -$135K -1,092 Closed
TCM
2514
TruNorth Capital Management
Michigan
– -$116K -940 Closed
RA
2515
Rise Advisors
New York
– -$97K -784 Closed
GFWA
2516
Grey Fox Wealth Advisors
Delaware
– -$92.8K -750 Closed
PPA
2517
Painted Porch Advisors
California
– -$91.5K -739 Closed
FF
2518
Friedenthal Financial
New Jersey
– -$82.9K -670 Closed
GAG
2519
Goodman Advisory Group
Massachusetts
– -$78.5K -634 Closed
CIAM
2520
Caitong International Asset Management
Hong Kong
– -$74.5K -602 Closed
SCA
2521
Stuart Chaussee & Associates
California
– -$63.6K -514 Closed
TIM
2522
Tortoise Investment Management
New York
– -$49.7K -402 Closed
HFS
2523
Hopwood Financial Services
Virginia
– -$40.2K -325 Closed
CFG
2524
CKW Financial Group
Hawaii
– -$35K -288 Closed
LAM
2525
Lynch Asset Management
Pennsylvania
– -$30.9K -250 Closed
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