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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
926
Jacobus Wealth Management
Wisconsin
$192K – – –
WA
927
Winfield Associates
Ohio
$183K – – –
CTA
928
Chesley Taft & Associates
Illinois
$181K +$14.4K +200 +9%
W
929
Wealthfront
California
$179K +$80.9K +1,125 +81%
FMP
930
Financial Management Professionals
Texas
$177K – – –
PIM
931
Parasol Investment Management
Illinois
$175K +$106K +1,470 +166%
AA
932
AlphaMark Advisors
Kentucky
$161K +$7.19K +100 +5%
MWP
933
MYCIO Wealth Partners
Pennsylvania
$160K +$1.29K +18 +0.8%
RFA
934
Reilly Financial Advisors
California
$155K +$7.19K +100 +5%
MSFP
935
Mark Sheptoff Financial Planning
Connecticut
$140K – – –
BRWM
936
B. Riley Wealth Management
Tennessee
$128K +$13K +181 +12%
CPO
937
Cerity Partners OCIO
New York
$124K +$121K +1,677 New
CAM
938
Cacti Asset Management
Georgia
$123K – – –
DA
939
Dunvegan Associates
California
$118K -$11.9K -166 -9%
HFM
940
Hartford Financial Management
Connecticut
$116K -$2.44K -34 -2%
ARMC
941
American Research & Management Company
Massachusetts
$113K – – –
KTC
942
Kistler-Tiffany Companies
Pennsylvania
$107K +$5.39K +75 +5%
WOC
943
West Oak Capital
California
$106K – – –
WA
944
Waverly Advisors
Alabama
$104K – – –
1832 Asset Management
945
1832 Asset Management
Ontario, Canada
$103K +$93K +1,293 +1,293%
NCM
946
Nelson Capital Management
California
$99K -$11.9K -166 -11%
SEC
947
Seven Eight Capital
New York
$96K -$942K -13,100 -91%
PMFA
948
Plante Moran Financial Advisors
Michigan
$90K +$78.4K +1,090 +845%
PSC
949
Prentiss Smith & Co
Vermont
$88K – – –
JIR
950
James Investment Research
Ohio
$86K – – –