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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2351
Worth Asset Management
Texas
– -$204K -1,672 Closed
GAM
2352
Gould Asset Management
California
– -$203K -1,666 Closed
NWAG
2353
Net Worth Advisory Group
Utah
– -$203K -1,664 Closed
GJIA
2354
Glass Jacobson Investment Advisors
Maryland
– -$179K -1,661 Closed
RPCA
2355
Running Point Capital Advisors
California
– -$202K -1,657 Closed
BIG
2356
Brookwood Investment Group
Arizona
– -$202K -1,656 Closed
HA
2357
Herold Advisors
New York
– -$202K -1,655 Closed
SW
2358
SkyOak Wealth
Michigan
– -$201K -1,652 Closed
SHFA
2359
SC&H Financial Advisors
Maryland
– -$201K -1,650 Closed
YIA
2360
YHB Investment Advisors
Connecticut
– -$200K -1,643 Closed
RWM
2361
Ruedi Wealth Management
Illinois
– -$147K -1,207 Closed
AF
2362
Atala Financial
California
– -$147K -1,202 Closed
RMP
2363
Richards, Merrill & Peterson
Washington
– -$139K -1,136 Closed
QL
2364
Quarry LP
New York
– -$137K -1,121 Closed
PIS
2365
POM Investment Strategies
North Carolina
– -$126K -1,037 Closed
AIM
2366
Acropolis Investment Management
Missouri
– -$114K -932 Closed
ZRP
2367
Zynergy Retirement Planning
New Jersey
– -$93.9K -872 Closed
GCM
2368
GKV Capital Management
California
– -$97.6K -800 Closed
WAG
2369
Wiser Advisor Group
Arizona
– -$91.8K -753 Closed
SFGP
2370
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$73.1K -599 Closed
TCPG
2371
Trivant Custom Portfolio Group
California
– -$61K -500 Closed
PPWM
2372
PFG Private Wealth Management
Florida
– -$59.3K -486 Closed
EFMH
2373
E Fund Management (HK)
Hong Kong
– -$52K -424 Closed
CAWM
2374
Capital A Wealth Management
Pennsylvania
– -$49.2K -403 Closed
BFPW
2375
BOK Financial Private Wealth
Colorado
– -$45.9K -376 Closed
92 93 94
95
96