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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PS
1726
Planned Solutions
California
– -$68K -738 Closed
LGA
1727
Lebenthal Global Advisors
New York
– -$67K -732 Closed
SIAG
1728
Signet Investment Advisory Group
Rhode Island
– -$55K -600 Closed
FWM
1729
FSA Wealth Management
Massachusetts
– -$53K -578 Closed
BWA
1730
Burt Wealth Advisors
Maryland
– -$49K -533 Closed
VCG
1731
Vantage Consulting Group
Virginia
– -$40K -435 Closed
SFG
1732
Sowa Financial Group
Rhode Island
– -$30K -332 Closed
PCA
1733
Peddock Capital Advisors
Massachusetts
– -$30K -330 Closed
HGWM
1734
Harvest Group Wealth Management
Massachusetts
– -$29K -312 Closed
DWM
1735
Defined Wealth Management
Oregon
– -$26K -287 Closed
GWM
1736
Greenhouse Wealth Management
Connecticut
– -$25K -277 Closed
SIAG
1737
Safeguard Investment Advisory Group
California
– -$24K -264 Closed
Loring Wolcott & Coolidge Fiduciary Advisors
1738
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$23K -255 Closed
IA
1739
Inspire Advisors
Idaho
– -$23K -251 Closed
Freestone Capital Holdings
1740
Freestone Capital Holdings
Washington
– -$16K -175 Closed
D
1741
Diversified
Delaware
– -$14K -161 Closed
KC
1742
Kinloch Capital
Virginia
– -$14K -158 Closed
EA
1743
Elm Advisors
California
– -$14K -156 Closed
AJ
1744
Ashburton (Jersey)
Jersey
– -$14K -151 Closed
BDWCC
1745
B&D White Capital Company
Texas
– -$12K -135 Closed
JWA
1746
JFS Wealth Advisors
Pennsylvania
– -$10K -109 Closed
GA
1747
GoalVest Advisory
New York
– -$7K -80 Closed
CYG
1748
Clean Yield Group
Vermont
– -$5K -50 Closed
1832 Asset Management
1749
1832 Asset Management
Ontario, Canada
– -$2K -18 Closed
RAM
1750
Riggs Asset Management
Pennsylvania
– -$1K -10 Closed