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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1801
Horan Capital Advisors
Ohio
– -$237K -2,210 Closed
ISWM
1802
Independent Solutions Wealth Management
New York
– -$237K -2,208 Closed
EIA
1803
Edgemoor Investment Advisors
Maryland
– -$236K -2,204 Closed
FLPIM
1804
F.L. Putnam Investment Management
Massachusetts
– -$233K -2,177 Closed
AWS
1805
Arkfeld Wealth Strategies
Nebraska
– -$230K -2,173 Closed
WC
1806
Westhampton Capital
North Carolina
– -$230K -2,144 Closed
CI
1807
Carroll Investors
South Carolina
– -$229K -2,138 Closed
LRPA
1808
L. Roy Papp & Associates
Arizona
– -$229K -2,135 Closed
CCP
1809
Cassia Capital Partners
North Carolina
– -$229K -2,132 Closed
SLG
1810
Stanley-Laman Group
Pennsylvania
– -$228K -2,127 Closed
LWP
1811
Legacy Wealth Planning
Nevada
– -$226K -2,112 Closed
OTL
1812
Oak Thistle LLC
New York
– -$226K -2,109 Closed
CCC
1813
Chelsea Counsel Company
California
– -$225K -2,101 Closed
GPA
1814
Guerra Pan Advisors
New Jersey
– -$230K -2,093 Closed
RFN
1815
Redwood Financial Network
Ohio
– -$224K -2,093 Closed
LIG
1816
Lokken Investment Group
Delaware
– -$223K -2,078 Closed
VCM
1817
Virtue Capital Management
Tennessee
– -$222K -2,072 Closed
CWG
1818
Crown Wealth Group
North Carolina
– -$221K -2,061 Closed
LCM
1819
Liberty Capital Management
Michigan
– -$220K -2,050 Closed
NIMI
1820
Natixis Investment Managers International
France
– -$219K -2,046 Closed
W
1821
WealthOne
New York
– -$218K -2,037 Closed
OFG
1822
Oxford Financial Group
Indiana
– -$218K -2,034 Closed
AFS
1823
Axiom Financial Strategies
Indiana
– -$217K -2,024 Closed
HWM
1824
HFR Wealth Management
New York
– -$217K -2,022 Closed
XWM
1825
Xcel Wealth Management
Florida
– -$216K -2,019 Closed
71 72
73
74 75