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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1901
Coppell Advisory Solutions
Texas
– -$52.5K -510 Closed
CASC
1902
Coppell Advisory Solutions Corp
Texas
– -$52.5K -510 Closed
MWM
1903
MinichMacGregor Wealth Management
New York
– -$50.5K -490 Closed
OWA
1904
One Wealth Advisors
California
– -$40.7K -395 Closed
AAMA
1905
Advanced Asset Management Advisors
Ohio
– -$39.8K -387 Closed
RFS
1906
Retirement Financial Solutions
Tennessee
– -$38.2K -371 Closed
WHG
1907
Westwood Holdings Group
Texas
– -$34K -333 Closed
WI
1908
WJ Interests
Texas
– -$29.1K -283 Closed
EE
1909
EWG Elevate
California
– -$27.9K -271 Closed
MUMSS
1910
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$15K -150 Closed
AF
1911
Affiance Financial
Minnesota
– -$12.4K -120 Closed
FGAM
1912
Financial Gravity Asset Management
Texas
– -$8.06K -103 Closed
ACM
1913
AUA Capital Management
Pennsylvania
– -$10.3K -100 Closed
FWA
1914
Freedom Wealth Alliance
Wisconsin
– -$9.37K -91 Closed
SC
1915
Sierra Capital
Florida
– -$8K -80 Closed
ZIG
1916
Zullo Investment Group
Pennsylvania
– -$8.06K -78 Closed
IFA
1917
Interactive Financial Advisors
Illinois
– -$7.72K -75 Closed
FIM
1918
FWL Investment Management
Texas
– -$7.11K -69 Closed
CMA
1919
Cedar Mountain Advisors
Oregon
– -$6.9K -67 Closed
DWP
1920
Destiny Wealth Partners
Florida
– -$6.8K -66 Closed
MPCL
1921
My Personal CFO LLC
Washington
– -$6.59K -64 Closed
CA
1922
Corrado Advisors
New Jersey
– -$2.36K -23 Closed
PWS
1923
Paragon Wealth Strategies
Florida
– -$2.06K -20 Closed
CCMI
1924
Creative Capital Management Investments
California
– -$1K -14 Closed
LFA
1925
Level Financial Advisors
New York
– -$1K -9 Closed
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