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Duke Energy

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
Westwood Holdings Group
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
ACM
1912
AUA Capital Management
Pennsylvania
– -$10.3K -100 Closed
FWA
1913
Freedom Wealth Alliance
Wisconsin
– -$9.37K -91 Closed
SC
1914
Sierra Capital
Florida
– -$8K -80 Closed
ZIG
1915
Zullo Investment Group
Pennsylvania
– -$8.06K -78 Closed
IFA
1916
Interactive Financial Advisors
Illinois
– -$7.72K -75 Closed
FIM
1917
FWL Investment Management
Texas
– -$7.11K -69 Closed
CMA
1918
Cedar Mountain Advisors
Oregon
– -$6.9K -67 Closed
DWP
1919
Destiny Wealth Partners
Florida
– -$6.8K -66 Closed
MPCL
1920
My Personal CFO LLC
Washington
– -$6.59K -64 Closed
CA
1921
Corrado Advisors
New Jersey
– -$2.36K -23 Closed
PWS
1922
Paragon Wealth Strategies
Florida
– -$2.06K -20 Closed
CCMI
1923
Creative Capital Management Investments
California
– -$1K -14 Closed
LFA
1924
Level Financial Advisors
New York
– -$1K -9 Closed
PVH
1925
Psagot Value Holdings
Israel
– +$494 +5 New