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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1601
Wealthcare Advisory Partners
Pennsylvania
– -$61K -751 Closed
HIIFS
1602
Harel Insurance Investments & Financial Services
Israel
– -$53K -659 Closed
FGAM
1603
Financial Gravity Asset Management
Texas
– -$31 -380 Closed
PFO
1604
Pathstone Family Office
New Jersey
– -$29K -349 Closed
SL
1605
Salomon & Ludwin
Virginia
– -$28K -346 Closed
GSC
1606
G&S Capital
Colorado
– -$27K -335 Closed
LD
1607
Lipe & Dalton
New York
– -$20K -243 Closed
WA
1608
WestEnd Advisors
North Carolina
– -$19.1K -236 Closed
AIS
1609
Accurate Investment Solutions
Pennsylvania
– -$17K -205 Closed
LSA
1610
Lion Street Advisors
Texas
– -$15K -188 Closed
BII
1611
Bainco International Investors
Massachusetts
– -$9K -116 Closed
CDIA
1612
Capital Directions Investment Advisors
Georgia
– -$8K -100 Closed
WCM
1613
Wealthcare Capital Management
Virginia
– -$8K -99 Closed
PW
1614
Price Wealth
Texas
– -$5K -63 Closed
MF
1615
Manchester Financial
California
– -$5K -61 Closed
POIA
1616
Pin Oak Investment Advisors
Texas
– -$4K -50 Closed
MWM
1617
MBE Wealth Management
Wisconsin
– -$1K -23 Closed
CAM
1618
ClariVest Asset Management
California
– -$591 -7 -54%
ST
1619
Sageworth Trust
Pennsylvania
– +$84 +1 New
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