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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
926
QCI Asset Management
New York
$165K +$18.5K +266 +13%
ECM
927
ETrade Capital Management
Virginia
$160K +$12.8K +184 +9%
CTA
928
Chesley Taft & Associates
Illinois
$160K +$156K +2,241 New
MWP
929
MYCIO Wealth Partners
Pennsylvania
$152K -$15.5K -222 -9%
AA
930
AlphaMark Advisors
Kentucky
$148K – – –
RFA
931
Reilly Financial Advisors
California
$143K -$3.28K -47 -2%
MSFP
932
Mark Sheptoff Financial Planning
Connecticut
$135K +$132K +1,893 New
GAM
933
Gemmer Asset Management
California
$128K +$126K +1,802 New
GI
934
Gradient Investments
Minnesota
$127K -$13.7K -196 -10%
DA
935
Dunvegan Associates
California
$125K +$123K +1,760 New
CIS
936
Capital International Sarl
California
$121K +$118K +1,700 New
CAM
937
Cacti Asset Management
Georgia
$119K – – –
TFO
938
Tarbox Family Office
California
$115K -$49.3K -707 -30%
HFM
939
Hartford Financial Management
Connecticut
$114K -$30.3K -435 -21%
BRWM
940
B. Riley Wealth Management
Tennessee
$110K +$108K +1,545 New
ARMC
941
American Research & Management Company
Massachusetts
$109K – – –
KCPG
942
Kavar Capital Partners Group
Kansas
$109K – – –
NCM
943
Nelson Capital Management
California
$107K – – –
WOC
944
West Oak Capital
California
$102K – – –
WA
945
Waverly Advisors
Alabama
$100K +$45.7K +656 +87%
W
946
Wealthfront
California
$98K +$96.3K +1,381 New
KTC
947
Kistler-Tiffany Companies
Pennsylvania
$97K +$17.9K +257 +23%
MAM
948
Mizuho Asset Management
Japan
$93K – – –
PSC
949
Prentiss Smith & Co
Vermont
$85K – – –
JIR
950
James Investment Research
Ohio
$83K -$9.2K -132 -10%
36 37
38
39 40