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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
1876
Householder Group Estate & Retirement Specialist
Arizona
-$208K -1,861 Closed
VCM
1877
Vision Capital Management
Oregon
-$208K -1,860 Closed
TP
1878
Tranquility Partners
Tennessee
-$207K -1,856 Closed
BPFA
1879
Barnes Pettey Financial Advisors
Mississippi
-$206K -1,849 Closed
IP
1880
Ignite Planners
California
-$211K -1,849 Closed
MCA
1881
Millennium Capital Advisors
Arkansas
-$206K -1,841 Closed
SNB
1882
Security National Bank
Nebraska
-$205K -1,836 Closed
TWM
1883
Titus Wealth Management
California
-$205K -1,835 Closed
Dodge & Cox
1884
Dodge & Cox
California
-$205K -1,833 Closed
FPIS
1885
Financial Planning & Information Services
Wisconsin
-$205K -1,832 Closed
PBF
1886
Petix & Botte Financial
California
-$204K -1,828 Closed
SFM
1887
Signet Financial Management
New Jersey
-$203K -1,814 Closed
I
1888
INVST
Indiana
-$201K -1,813 Closed
SFS
1889
Summit Financial Strategies
Ohio
-$202K -1,812 Closed
SIG
1890
Sargent Investment Group
Maryland
-$202K -1,808 Closed
MGIM
1891
M&G Investment Management
United Kingdom
-$201 -1,798 Closed
BMC
1892
Benin Management Corp
Connecticut
-$200K -1,792 Closed
BHWM
1893
Beaird Harris Wealth Management
Texas
-$182K -1,634 Closed
HA
1894
Herold Advisors
New York
-$165K -1,478 Closed
CAGAS
1895
Capital Advisory Group Advisory Services
Minnesota
-$125K -1,122 Closed
GAM
1896
Gemmer Asset Management
California
-$125K -1,120 Closed
PP
1897
Paloma Partners
Connecticut
-$102K -927 Closed
FFA
1898
Freedman Financial Associates
Massachusetts
-$102K -914 Closed
LWMNY
1899
Landmark Wealth Management (New York)
New York
-$883 -883 Closed
GIA
1900
Goodwin Investment Advisory
Georgia
-$53K -479 Closed