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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2251
Lifeworks Advisors
Michigan
– -$235K -2,040 Closed
CWG
2252
Crown Wealth Group
North Carolina
– -$234K -2,026 Closed
WA
2253
Wambolt & Associates
Colorado
– -$232K -1,997 Closed
WP
2254
WealthPLAN Partners
Nebraska
– -$226K -1,957 Closed
WAM
2255
Worth Asset Management
Texas
– -$224K -1,947 Closed
FAG
2256
Fortitude Advisory Group
Washington
– -$224K -1,940 Closed
SSA
2257
South Street Advisors
New York
– -$223K -1,937 Closed
PL
2258
Plancorp LLC
Missouri
– -$221K -1,920 Closed
KOC
2259
Koss-Olinger Consulting
Florida
– -$220K -1,909 Closed
EA
2260
Everpar Advisors
Oklahoma
– -$217K -1,886 Closed
WCG
2261
Weaver Consulting Group
California
– -$217K -1,883 Closed
OFS
2262
Orrstown Financial Services
Pennsylvania
– -$217K -1,881 Closed
LFA
2263
Longview Financial Advisors
Alabama
– -$215K -1,861 Closed
AHC
2264
Adell Harriman & Carpenter
Texas
– -$214K -1,856 Closed
PS
2265
Planned Solutions
California
– -$214K -1,852 Closed
LCM
2266
Liberty Capital Management
Michigan
– -$213K -1,850 Closed
CCM
2267
Crew Capital Management
Ohio
– -$213K -1,845 Closed
SC
2268
Scotia Capital
Ontario, Canada
– -$213K -1,844 Closed
CPP
2269
Capasso Planning Partners
South Carolina
– -$212K -1,837 Closed
TP
2270
Tranquility Partners
Tennessee
– -$211K -1,833 Closed
AA
2271
Aufman Associates
Pennsylvania
– -$211K -1,828 Closed
1WA
2272
180 Wealth Advisors
Washington
– -$209K -1,816 Closed
JPMIA
2273
J.P. Marvel Investment Advisors
Massachusetts
– -$209K -1,811 Closed
BOM
2274
Bank of Marin
California
– -$209K -1,809 Closed
VBCG
2275
Valley Brook Capital Group
Pennsylvania
– -$208K -1,804 Closed
89 90
91
92 93