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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1476
West Oak Capital
California
$19K -$33K -400 -65%
TC
1477
Trust Company
Kansas
$19K – – –
APWA
1478
Atlas Private Wealth Advisors
New Jersey
$19K +$8.32K +101 +92%
CAL
1479
Capital Analysts LLC
Pennsylvania
$18K – – –
SJIM
1480
St. Johns Investment Management
Florida
$18K – – –
SMG
1481
Spectrum Management Group
Indiana
$18K +$577 +7 +4%
PP
1482
PrairieView Partners
Minnesota
$18K +$16.5K +200 New
SIAP
1483
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K +$247 +3 +2%
FCH
1484
Freestone Capital Holdings
Washington
$15.5K +$14.4K +175 New
CP
1485
Corbenic Partners
Pennsylvania
$15K – – –
FEG
1486
Financial Enhancement Group
Indiana
$15K – – –
LWCFA
1487
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
RTC
1488
Riverview Trust Company
Washington
$15K – – –
HR
1489
Howe & Rusling
New York
$14K – – –
GIC
1490
Gantzert Investment Company
Illinois
$13K – – –
AJ
1491
Ashburton (Jersey)
Jersey
$12K – – –
LFG
1492
LifePlan Financial Group
Ohio
$12K – – –
MIM
1493
Macroview Investment Management
Maryland
$11K +$82 +1 +0.8%
HF
1494
Halpern Financial
Virginia
$10.9K – – –
RWM
1495
Raffa Wealth Management
District of Columbia
$9.03K -$8.24K -100 -50%
ACM
1496
AUA Capital Management
Pennsylvania
$9K – – –
EWA
1497
Evolution Wealth Advisors
Florida
$9K – – –
SQA
1498
Simon Quick Advisors
New Jersey
$9K +$8.49K +103 New
NIM
1499
NuWave Investment Management
New Jersey
$8K -$88.4K -1,073 -92%
RA
1500
Rational Advisors
New York
$8K -$28.2K -342 -80%
58 59
60
61 62