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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HT
2401
Headlands Technologies
Illinois
– -$114K -968 Closed
VEA
2402
Virtus ETF Advisers
New York
– -$114K -963 Closed
RIM
2403
Ryan Investment Management
Colorado
– -$74.8K -634 Closed
OW
2404
Olistico Wealth
Oklahoma
– -$60.2K -510 Closed
TPWA
2405
Twin Peaks Wealth Advisors
California
– -$61.8K -497 Closed
TIM
2406
Total Investment Management
Arizona
– -$45.9K -389 Closed
QPBE
2407
Quintet Private Bank (Europe)
Luxembourg
– -$43.1K -365 Closed
SO
2408
Sierra Ocean
California
– -$32.3K -273 Closed
BFP
2409
Briaud Financial Planning
Texas
– -$27K -230 Closed
SJIM
2410
St. Johns Investment Management
Florida
– -$26.7K -226 Closed
AWM
2411
Atticus Wealth Management
Florida
– -$26.1K -221 Closed
PCC
2412
Park Circle Company
Maryland
– -$23.6K -200 Closed
ACM
2413
Accent Capital Management
Ohio
– -$20.6K -175 Closed
MAWAG
2414
Mid-American Wealth Advisory Group
Missouri
– -$19K -161 Closed
WTFG
2415
Wood Tarver Financial Group
Idaho
– -$14K -122 Closed
WFA
2416
West Financial Advisors
Iowa
– -$12.7K -108 Closed
PFG
2417
Putney Financial Group
California
– -$9.44K -80 Closed
SVCP
2418
Silicon Valley Capital Partners
California
– -$8.73K -74 Closed
GC
2419
GFG Capital
Florida
– -$8.26K -70 Closed
WCM
2420
WealthTrak Capital Management
Virginia
– -$6.49K -55 Closed
DRP
2421
Decker Retirement Planning
Utah
– -$3.19K -27 Closed
KIG
2422
Kessler Investment Group
Indiana
– -$3.19K -27 Closed
IMC
2423
Investment Management Corporation
Virginia
– -$2.83K -24 Closed
GC
2424
Garde Capital
Washington
– -$2.71K -23 Closed
EPW
2425
Evergreen Private Wealth
Colorado
– -$1.53K -13 Closed