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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1601
Walter & Keenan Wealth Management
Indiana
– -$218K -2,733 Closed
ICM
1602
IMS Capital Management
Oregon
– -$212K -2,650 Closed
PWM
1603
PBMares Wealth Management
Virginia
– -$210K -2,631 Closed
BOS
1604
Bank of Stockton
California
– -$208K -2,619 Closed
BCP
1605
Blue Chip Partners
Michigan
– -$206K -2,574 Closed
DWM
1606
Dakota Wealth Management
Florida
– -$206K -2,570 Closed
PCS
1607
Personal CFO Solutions
New Jersey
– -$184K -2,230 -28%
CWP
1608
CFM Wealth Partners
Texas
– -$169K -2,118 Closed
PWP
1609
Principle Wealth Partners
Connecticut
– -$153K -1,915 Closed
CAM
1610
Cacti Asset Management
Georgia
– -$137K -1,666 Closed
BC
1611
Brookfield Corp
Ontario, Canada
– -$120K -1,501 Closed
BL
1612
Balentine LLC
Georgia
– -$99K -1,238 Closed
CWM
1613
Campbell Wealth Management
Virginia
– -$96K -1,206 Closed
O
1614
Ossiam
France
– -$79K -985 Closed
1W
1615
1776 Wealth
Georgia
– -$77K -969 Closed
FWM
1616
FSA Wealth Management
Massachusetts
– -$55K -683 Closed
EC
1617
Estate Counselors
Wisconsin
– -$47K -591 Closed
AIM
1618
Arcadia Investment Management
Michigan
– -$37K -466 Closed
HH
1619
HWG Holdings
Texas
– -$36K -455 Closed
WR
1620
Watson Rebecca
– -$26K -327 Closed
SC
1621
Solstein Capital
California
– -$24K -299 Closed
EWP
1622
Engrave Wealth Partners
Texas
– -$20K -254 Closed
HFA
1623
Hoover Financial Advisors
Pennsylvania
– -$17K -215 Closed
KWM
1624
Keebeck Wealth Management
Illinois
– -$13K -168 Closed
CH
1625
Canton Hathaway
Rhode Island
– -$12K -147 Closed
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