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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
926
Financial Management Professionals
Texas
$168K – – –
MCM
927
Manchester Capital Management
Vermont
$167K – – –
QCG
928
Quadrant Capital Group
Ohio
$167K +$182K +2,404 New
VFA
929
Virtus Fund Advisers
Connecticut
$162K -$64.5M -853,399 -100%
CBT
930
Central Bank & Trust
Kentucky
$157K +$7.56K +100 +5%
AA
931
AlphaMark Advisors
Kentucky
$153K – – –
VNA
932
Valley National Advisers
Pennsylvania
$153K +$119K +1,581 +273%
WTB
933
Washington Trust Bank
Washington
$151K -$43.8K -579 -21%
IWMPD
934
Integrated Wealth Management (Palm Desert)
California
$149K +$22.6K +299 +17%
MSFP
935
Mark Sheptoff Financial Planning
Connecticut
$148K +$15.1K +200 +11%
TCM
936
Tradewinds Capital Management
Washington
$146K -$6.12K -81 -4%
PIM
937
Parasol Investment Management
Illinois
$143K +$28K +370 +22%
CFN
938
Cordasco Financial Network
Florida
$141K – – –
HIM
939
Hillsdale Investment Management
Ontario, Canada
$141K +$22.7K +300 +18%
CP
940
Corbenic Partners
Pennsylvania
$138K – – –
TRCT
941
Tower Research Capital (TRC)
New York
$133K +$135K +1,785 +1,785%
NYLIM
942
New York Life Investment Management
New York
$127K – – –
DBT
943
Dubuque Bank & Trust
Iowa
$125K +$134K +1,770 New
JWM
944
Jacobus Wealth Management
Wisconsin
$123K +$1.28K +17 +1%
CAM
945
Cacti Asset Management
Georgia
$118K – – –
MWP
946
MYCIO Wealth Partners
Pennsylvania
$113K -$44K -582 -27%
DA
947
Dunvegan Associates
California
$113K – – –
VIA
948
Vantage Investment Advisors
Pennsylvania
$112K -$135K -1,782 -53%
BRWM
949
B. Riley Wealth Management
Tennessee
$112K -$12K -159 -9%
PMFA
950
Plante Moran Financial Advisors
Michigan
$111K +$1.13K +15 +1%
36 37
38
39 40