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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1501
Horan Capital Advisors
Ohio
– -$160K -1,778 Closed
AA
1502
Advisory Alpha
Michigan
– -$147K -1,697 Closed
IWP
1503
Icon Wealth Partners
Texas
– -$151K -1,675 Closed
FMT
1504
First Mercantile Trust
Tennessee
– -$146K -1,625 Closed
PCMK
1505
Paragon Capital Management (Kansas)
Kansas
– -$96K -1,064 Closed
SPL
1506
Smart Portfolios LLC
Washington
– -$93K -1,035 Closed
KPW
1507
Kore Private Wealth
New York
– -$88K -980 Closed
WCM
1508
WealthBridge Capital Management
Ohio
– -$81K -933 Closed
AWM
1509
Aevitas Wealth Management
Massachusetts
– -$63K -704 Closed
FC
1510
Ferris Capital
Massachusetts
– -$53K -591 Closed
IC
1511
Inscription Capital
Texas
– -$52K -573 Closed
JIP
1512
JBJ Investment Partners
South Carolina
– -$39K -432 Closed
PCA
1513
Peddock Capital Advisors
Massachusetts
– -$30K -330 Closed
AIA
1514
Alera Investment Advisors
Illinois
– -$23K -251 Closed
BMM
1515
Buffington Mohr McNeal
Idaho
– -$22K -241 Closed
RWM
1516
Raffa Wealth Management
District of Columbia
– -$18.2K -202 Closed
PGWM
1517
Parisi Gray Wealth Management
New Jersey
– -$16K -183 Closed
MFT
1518
Moisand Fitzgerald Tamayo
Florida
– -$16K -174 Closed
PCFFS
1519
Pacific Center for Financial Services
California
– -$16K -174 Closed
PWM
1520
PRW Wealth Management
Massachusetts
– -$16K -171 Closed
LWA
1521
Lenox Wealth Advisors
New York
– -$14K -159 Closed
NWM
1522
Northwest Wealth Management
Iowa
– -$5K -54 Closed
OFW
1523
Omnia Family Wealth
Florida
– -$4K -44 Closed
ST
1524
Sageworth Trust
Pennsylvania
– -$4K -42 Closed
HH
1525
HWG Holdings
Texas
– -$1K -14 Closed
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