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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1851
Mezzasalma Advisors
New Jersey
– -$231K -2,397 Closed
GCP
1852
Garda Capital Partners
Minnesota
– -$228K -2,360 Closed
1WM
1853
1900 Wealth Management
Texas
– -$240K -2,356 Closed
MCP
1854
Mirador Capital Partners
California
– -$226K -2,343 Closed
SWA
1855
SFMG Wealth Advisors
Texas
– -$224K -2,327 Closed
VCP
1856
Verus Capital Partners
Arizona
– -$223K -2,307 Closed
ICP
1857
Interchange Capital Partners
Pennsylvania
– -$219K -2,269 Closed
CTI
1858
Community Trust & Investment
Kentucky
– -$219K -2,268 Closed
CWM
1859
Chesapeake Wealth Management
Virginia
– -$218K -2,262 Closed
PWM
1860
Provident Wealth Management
Tennessee
– -$217K -2,247 Closed
CAWM
1861
Capital Advisors Wealth Management
Washington
– -$215K -2,231 Closed
CRIG
1862
Charter Research & Investment Group
Connecticut
– -$215K -2,225 Closed
LIG
1863
Lokken Investment Group
Delaware
– -$214K -2,219 Closed
RZH
1864
Relyea Zuckerberg Hanson
Connecticut
– -$213K -2,211 Closed
RPWA
1865
Regent Peak Wealth Advisors
Georgia
– -$213K -2,208 Closed
ERIM
1866
Eagle Ridge Investment Management
Connecticut
– -$212K -2,201 Closed
AC
1867
Avestar Capital
New York
– -$212K -2,194 Closed
COCM
1868
Charter Oak Capital Management
New Hampshire
– -$211K -2,188 Closed
AI
1869
Accredited Investors
Minnesota
– -$210K -2,178 Closed
PL
1870
Plancorp LLC
Missouri
– -$210K -2,177 Closed
RFN
1871
Redwood Financial Network
Ohio
– -$209K -2,172 Closed
LNB
1872
Ledyard National Bank
– -$209K -2,169 Closed
TFS
1873
Thoroughbred Financial Services
Tennessee
– -$208K -2,165 Closed
VBCG
1874
Valley Brook Capital Group
Pennsylvania
– -$209K -2,164 Closed
RSWM
1875
Robertson Stephens Wealth Management
California
– -$208K -2,161 Closed
73 74
75
76 77