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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
1626
Bell Rock Capital
Delaware
– -$69K -759 Closed
FPS
1627
Fieldpoint Private Securities
Connecticut
– -$50K -553 Closed
RA
1628
Rational Advisors
New York
– -$33K -362 Closed
AI
1629
ArchPoint Investors
Florida
– -$33K -360 Closed
PCA
1630
Peddock Capital Advisors
Massachusetts
– -$30K -330 Closed
CHAM
1631
Clear Harbor Asset Management
Connecticut
– -$27.4K -300 Closed
TFA
1632
Tobias Financial Advisors
Florida
– -$23K -261 Closed
PWP
1633
Personal Wealth Partners
Minnesota
– -$24K -258 Closed
JFA
1634
JNBA Financial Advisors
Minnesota
– -$22K -237 Closed
BCI
1635
Brinker Capital Investments
Pennsylvania
– -$21K -226 Closed
LWM
1636
Lionsbridge Wealth Management
Florida
– -$14K -164 Closed
SCA
1637
Stuart Chaussee & Associates
California
– -$11K -116 Closed
CWA
1638
Capital Wealth Alliance
Arizona
– -$11K -108 Closed
EWA
1639
Evolution Wealth Advisors
Florida
– -$9K -102 Closed
TCM
1640
TD Capital Management
Tennessee
– -$8K -93 Closed
TCWM
1641
Total Clarity Wealth Management
Illinois
– -$8K -86 Closed
AP
1642
Americana Partners
Texas
– -$7K -79 Closed
SIC
1643
Samalin Investment Counsel
New York
– -$5K -65 Closed
LGWM
1644
Litman Gregory Wealth Management
California
– -$4K -41 Closed
EI
1645
Ellevest Inc
New York
– -$1K -11 Closed
LWA
1646
Lenox Wealth Advisors
New York
– -$1K -6 Closed
62 63 64 65
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