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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1851
Boltwood Capital Management
California
– -$215K -2,400 Closed
PGF
1852
Plan Group Financial
Oklahoma
– -$216K -2,373 Closed
TI
1853
tru Independence
Oregon
– -$213K -2,370 Closed
FMTC
1854
Farmers & Merchants Trust Company
California
– -$213K -2,368 Closed
RWA
1855
River Wealth Advisors
Pennsylvania
– -$210K -2,341 Closed
VWM
1856
Valley Wealth Managers
New Jersey
– -$209K -2,333 Closed
SHFA
1857
SC&H Financial Advisors
Maryland
– -$207K -2,309 Closed
AWM
1858
AAF Wealth Management
Massachusetts
– -$206K -2,294 Closed
BRA
1859
Bender Robert & Associates
California
– -$206K -2,290 Closed
WFMPM
1860
Woodley Farra Manion Portfolio Management
Indiana
– -$205K -2,279 Closed
OPCM
1861
Osborne Partners Capital Management
California
– -$204K -2,274 Closed
LFG
1862
Lockerman Financial Group
California
– -$204K -2,270 Closed
KI
1863
Kapitalo Investimentos
Brazil
– -$204K -2,269 Closed
LCM
1864
LCM Capital Management
Illinois
– -$203K -2,264 Closed
CAM
1865
Cubic Asset Management
Massachusetts
– -$203K -2,263 Closed
WC
1866
Westhampton Capital
North Carolina
– -$203K -2,261 Closed
MPCG
1867
Matrix Private Capital Group
New York
– -$200K -2,233 Closed
BDF
1868
Black Diamond Financial
Maryland
– -$200K -2,230 Closed
AWS
1869
Arkfeld Wealth Strategies
Nebraska
– -$206K -2,228 Closed
TAIM
1870
TD Ameritrade Investment Management
Nebraska
– -$148K -1,649 Closed
AIM
1871
Achmea Investment Management
Netherlands
– -$143K -1,592 Closed
OPTFSNA
1872
Old Point Trust & Financial Services N A
Virginia
– -$122K -1,363 Closed
FA
1873
Fiduciary Alliance
South Carolina
– -$118K -1,314 Closed
DI
1874
Disciplined Investments
Oklahoma
– -$95.1K -1,060 Closed
APW
1875
Atlantic Private Wealth
North Carolina
– -$54.3K -605 Closed
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