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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1276
Pacific Center for Financial Services
California
$14K -$14.1K -174 -50%
GWA
1277
Guidant Wealth Advisors
Illinois
$14K – – –
PAMG
1278
Patton Albertson Miller Group
Tennessee
$14K +$13.4K +166 New
SIAP
1279
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$14.6K +181 New
BCI
1280
Brinker Capital Investments
Pennsylvania
$13K -$5.66K -70 -30%
JG
1281
Jefferies Group
New York
$12K -$428K -5,290 -97%
MIM
1282
Macroview Investment Management
Maryland
$12K – – –
EA
1283
Elm Advisors
California
$12K +$12.6K +156 New
WOC
1284
West Oak Capital
California
$11.3K – – –
FEG
1285
Financial Enhancement Group
Indiana
$11K – – –
LA
1286
Legacy Advisors
Pennsylvania
$11K – – –
LFG
1287
LifePlan Financial Group
Ohio
$10K – – –
SMG
1288
Spectrum Management Group
Indiana
$10K – – –
CWSR
1289
Chessman Wealth Strategies RIA
Texas
$10K +$9.87K +122 New
LJHT
1290
Laurie J. Hall Trustee
$9K -$4.69K -58 -33%
CGT
1291
Capital Guardian Trust
California
$9K +$8.89K +110 New
WCM
1292
Wealthcare Capital Management
Virginia
$8K -$1.21K -15 -13%
ACM
1293
AUA Capital Management
Pennsylvania
$8K – – –
PA
1294
Perennial Advisors
New York
$8K – – –
SHJ
1295
Sharkey, Howes & Javer
Colorado
$8K – – –
ICM
1296
IMS Capital Management
Oregon
$8K +$8.09K +100 New
TWMP
1297
Taylor Wealth Management Partners
Massachusetts
$7K – – –
SJIM
1298
St. Johns Investment Management
Florida
$7K +$6.87K +85 New
JWA
1299
JFS Wealth Advisors
Pennsylvania
$7K +$7.44K +92 New
BAMG
1300
Brand Asset Management Group
Missouri
$6K – – –
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