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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1876
McLean Asset Management
Virginia
– -$209K -2,027 Closed
HWM
1877
HFR Wealth Management
New York
– -$208K -2,022 Closed
XWM
1878
Xcel Wealth Management
Florida
– -$208K -2,019 Closed
NCMW
1879
Northern Capital Management (Washington)
Washington
– -$207K -2,009 Closed
ERIC
1880
Eagle Rock Investment Company
Georgia
– -$212K -2,005 Closed
LIA
1881
LS Investment Advisors
Michigan
– -$206K -2,000 Closed
TCM
1882
Traynor Capital Management
Pennsylvania
– -$206K -2,000 Closed
KBFS
1883
Kohmann Bosshard Financial Services
Ohio
– -$205K -1,991 Closed
PTCG
1884
Pring Turner Capital Group
California
– -$205K -1,991 Closed
RCA
1885
Ranch Capital Advisors
Florida
– -$205K -1,990 Closed
WP
1886
WMS Partners
Maryland
– -$203K -1,969 Closed
SSA
1887
South Street Advisors
New York
– -$202K -1,966 Closed
MF
1888
Meridian Financial
Massachusetts
– -$201K -1,956 Closed
JPMIA
1889
J.P. Marvel Investment Advisors
Massachusetts
– -$200K -1,944 Closed
MIP
1890
Mondrian Investment Partners
United Kingdom
– -$189K -1,831 Closed
DCM
1891
Dupont Capital Management
Delaware
– -$168K -1,636 Closed
AWM
1892
Activest Wealth Management
Florida
– -$142K -1,375 Closed
GMA
1893
Glassy Mountain Advisors
Maryland
– -$128K -1,247 Closed
WOSD
1894
WFA of San Diego
California
– -$121K -1,174 Closed
CL
1895
COWA LLC
Oklahoma
– -$202K -1,124 Closed
FA
1896
Fiduciary Alliance
South Carolina
– -$105K -1,023 Closed
GIA
1897
Goodwin Investment Advisory
Georgia
– -$99.1K -962 Closed
LS
1898
Leelyn Smith
Illinois
– -$75.9K -737 Closed
SC
1899
Seldon Capital
California
– -$73.1K -710 Closed
MSCM
1900
McElhenny Sheffield Capital Management
Texas
– -$68.6K -666 Closed
74 75
76
77 78