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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1851
1900 Wealth Management
Texas
– -$240K -2,356 Closed
MCP
1852
Mirador Capital Partners
California
– -$226K -2,343 Closed
SWA
1853
SFMG Wealth Advisors
Texas
– -$224K -2,327 Closed
VCP
1854
Verus Capital Partners
Arizona
– -$223K -2,307 Closed
ICP
1855
Interchange Capital Partners
Pennsylvania
– -$219K -2,269 Closed
CTI
1856
Community Trust & Investment
Kentucky
– -$219K -2,268 Closed
CWM
1857
Chesapeake Wealth Management
Virginia
– -$218K -2,262 Closed
PWM
1858
Provident Wealth Management
Tennessee
– -$217K -2,247 Closed
CAWM
1859
Capital Advisors Wealth Management
Washington
– -$215K -2,231 Closed
CRIG
1860
Charter Research & Investment Group
Connecticut
– -$215K -2,225 Closed
LIG
1861
Lokken Investment Group
Delaware
– -$214K -2,219 Closed
RZH
1862
Relyea Zuckerberg Hanson
Connecticut
– -$213K -2,211 Closed
RPWA
1863
Regent Peak Wealth Advisors
Georgia
– -$213K -2,208 Closed
ERIM
1864
Eagle Ridge Investment Management
Connecticut
– -$212K -2,201 Closed
AC
1865
Avestar Capital
New York
– -$212K -2,194 Closed
COCM
1866
Charter Oak Capital Management
New Hampshire
– -$211K -2,188 Closed
AI
1867
Accredited Investors
Minnesota
– -$210K -2,178 Closed
PL
1868
Plancorp LLC
Missouri
– -$210K -2,177 Closed
RFN
1869
Redwood Financial Network
Ohio
– -$209K -2,172 Closed
LNB
1870
Ledyard National Bank
– -$209K -2,169 Closed
TFS
1871
Thoroughbred Financial Services
Tennessee
– -$208K -2,165 Closed
VBCG
1872
Valley Brook Capital Group
Pennsylvania
– -$209K -2,164 Closed
RSWM
1873
Robertson Stephens Wealth Management
California
– -$208K -2,161 Closed
LRPA
1874
L. Roy Papp & Associates
Arizona
– -$206K -2,135 Closed
KWM
1875
Keebeck Wealth Management
Illinois
– -$205K -2,130 Closed
73 74
75
76 77