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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
1876
L. Roy Papp & Associates
Arizona
– -$206K -2,135 Closed
KWM
1877
Keebeck Wealth Management
Illinois
– -$205K -2,130 Closed
MSFS
1878
Main Street Financial Solutions
Pennsylvania
– -$204K -2,117 Closed
SRC
1879
Shufro Rose & Co
New York
– -$204K -2,112 Closed
MPI
1880
Mairs & Power Inc
Minnesota
– -$203K -2,109 Closed
OCM
1881
One Capital Management
California
– -$203K -2,105 Closed
FNA
1882
First National Advisers
Nebraska
– -$201K -2,088 Closed
LWM
1883
Liberty Wealth Management
California
– -$201K -2,082 Closed
CWP
1884
CFM Wealth Partners
Texas
– -$201K -2,079 Closed
VCM
1885
Virtue Capital Management
Tennessee
– -$204K -2,074 Closed
AIM
1886
Acropolis Investment Management
Missouri
– -$186K -1,925 Closed
CM
1887
Cornerstone Management
Georgia
– -$109K -1,132 Closed
TWA
1888
TCI Wealth Advisors
Arizona
– -$108K -1,118 Closed
CCM
1889
Carderock Capital Management
Maryland
– -$106K -1,100 Closed
PCM
1890
Pointe Capital Management
Michigan
– -$91.1K -944 Closed
GFWA
1891
Grey Fox Wealth Advisors
Delaware
– -$82.5K -855 Closed
GCWM
1892
Graham Capital Wealth Management
District of Columbia
– -$778K -806 Closed
CIA
1893
Cascade Investment Advisors
Oregon
– -$51.6K -535 Closed
FCA
1894
Fortis Capital Advisors
Kansas
– -$21.9K -227 Closed
SSC
1895
Syverson Strege & Co
Iowa
– -$15K -156 Closed
OCM
1896
Orion Capital Management
California
– -$14.5K -150 Closed
SVCP
1897
Silicon Valley Capital Partners
California
– -$14.1K -146 Closed
SC
1898
Schubert & Co
Texas
– -$10.8K -112 Closed
TCWA
1899
Ten Capital Wealth Advisors
Washington
– -$4.82K -50 Closed
MIA
1900
Milestone Investment Advisors
Wisconsin
– -$4.05K -42 Closed
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