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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
2551
GAMCO Investors
Connecticut
– -$219K -1,674 Closed
PJWM
2552
Philip James Wealth Mangement
Georgia
– -$219K -1,673 Closed
SPWM
2553
Schrum Private Wealth Management
Florida
– -$219K -1,672 Closed
FFA
2554
Florida Financial Advisors
Florida
– -$219K -1,669 Closed
BPW
2555
BlueDoor Private Wealth
Massachusetts
– -$218K -1,668 Closed
SDWIA
2556
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$217K -1,657 Closed
WFMPM
2557
Woodley Farra Manion Portfolio Management
Indiana
– -$213K -1,627 Closed
RI
2558
Ruggiero Investments
Florida
– -$213K -1,626 Closed
FWM
2559
ForthRight Wealth Management
Georgia
– -$213K -1,625 Closed
DFG
2560
Demars Financial Group
Washington
– -$212K -1,616 Closed
CCA
2561
Cadent Capital Advisors
Oklahoma
– -$211K -1,612 Closed
BIG
2562
Brookwood Investment Group
Arizona
– -$211K -1,609 Closed
SHGA
2563
Sand Hill Global Advisors
California
– -$211K -1,609 Closed
JFGLC
2564
Johnson Financial Group LLC (Colorado)
Colorado
– -$209K -1,598 Closed
CTI
2565
Community Trust & Investment
Kentucky
– -$208K -1,589 Closed
AT
2566
American Trust
Kentucky
– -$208K -1,587 Closed
GT
2567
GreatBanc Trust
Illinois
– -$206K -1,570 Closed
WFPG
2568
Waller Financial Planning Group
Ohio
– -$203K -1,552 Closed
NWMG
2569
Nicholson Wealth Management Group
South Carolina
– -$203K -1,549 Closed
SA
2570
Stewardship Advisors
Pennsylvania
– -$203K -1,547 Closed
LIA
2571
LBMC Investment Advisors
Tennessee
– -$202K -1,541 Closed
TF
2572
Trek Financial
Arizona
– -$201K -1,538 Closed
GWM
2573
Glass Wealth Management
Texas
– -$201K -1,535 Closed
VP
2574
Verisail Partners
Georgia
– -$201K -1,533 Closed
AFT
2575
Alpha Family Trust
California
– -$200K -1,530 Closed
101 102
103
104 105