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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
926
Heritage Wealth Advisors
Virginia
$203K +$204K +2,821 New
SFM
927
Signet Financial Management
New Jersey
$202K +$203K +2,801 New
LWCFA
928
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K
CCM
929
Check Capital Management
California
$201K +$203K +2,799 New
CAM
930
Cubic Asset Management
Massachusetts
$200K +$201K +2,781 New
PSI
931
Pinnacle Summer Investments
Virginia
$195K +$182K +2,510 +1,255%
MGIA
932
Moneta Group Investment Advisors
Missouri
$194K +$195K +2,692 New
CHP
933
Cable Hill Partners
Oregon
$193K
OSNBOA
934
Old Second National Bank of Aurora
Illinois
$191K
MIC
935
MU Investments Company
Japan
$191K +$196K +2,700 New
HCM
936
Horan Capital Management
Maryland
$187K
IWMPD
937
Integrated Wealth Management (Palm Desert)
California
$184K +$32.6K +450 +21%
BEAM
938
Baker Ellis Asset Management
Washington
$178K -$7.75K -107 -4%
CFA
939
CT Financial Advisors
Pennsylvania
$177K
MBT
940
Monroe Bank & Trust
Michigan
$175K -$11.4K -158 -6%
FMP
941
Financial Management Professionals
Texas
$172K
MCM
942
Manchester Capital Management
Vermont
$170K
Simplex Trading
943
Simplex Trading
Illinois
$167K -$1.4M -19,356 -89%
NIMI
944
Natixis Investment Managers International
France
$167K +$56.4K +779 +51%
VFA
945
Virtus Fund Advisers
Connecticut
$166K
QCG
946
Quadrant Capital Group
Ohio
$165K -$5K -69 -3%
VIA
947
Vantage Investment Advisors
Pennsylvania
$162K +$48.4K +668 +42%
CBT
948
Central Bank & Trust
Kentucky
$160K
VNA
949
Valley National Advisers
Pennsylvania
$157K +$1.45K +20 +0.9%
AA
950
AlphaMark Advisors
Kentucky
$156K