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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
951
Parasol Investment Management
Illinois
$61K +$61.9K +884 New
SAC
952
Smith Affiliated Capital
New York
$60K – – –
VIA
953
Vantage Investment Advisors
Pennsylvania
$54K +$55.1K +788 New
MCM
954
Munder Capital Management
Michigan
$53K – – –
PCTC
955
Perkins Coie Trust Company
Washington
$53K +$54.1K +773 New
WA
956
Waverly Advisors
Alabama
$52K +$3.57K +51 +7%
TCM
957
Tradewinds Capital Management
Washington
$50K +$50.6K +723 New
HCM
958
Horrell Capital Management
Arkansas
$46K – – –
WCMN
959
Westchester Capital Management (Nebraska)
Nebraska
$46K – – –
JIC
960
Joel Isaacson & Co
New York
$41K – – –
DOA
961
D'Orazio & Associates
Virginia
$39K +$39.3K +561 New
CL
962
CFS LLC
Oklahoma
$36K – – –
ST
963
Somerset Trust
Pennsylvania
$36K +$35.8K +511 New
FBC
964
Fairfield, Bush & Co
Connecticut
$35K -$376K -5,375 -91%
MIP
965
Mondrian Investment Partners
United Kingdom
$35K – – –
CG
966
Colony Group
Massachusetts
$35K +$35.8K +512 New
SMA
967
Simply Money Advisors
Ohio
$34K -$291K -4,151 -89%
CCS
968
Crosspoint Capital Strategies
California
$33K +$32.9K +470 New
WF
969
WealthTrust Fairport
Ohio
$30K -$12.5K -179 -29%
PMFA
970
Plante Moran Financial Advisors
Michigan
$29K +$20.4K +291 +222%
AC
971
Alexandria Capital
Virginia
$28K – – –
EWM
972
Elite Wealth Management
Washington
$27K -$121K -1,736 -82%
NYLT
973
New York Life Trust
New York
$26K +$3.5K +50 +15%
PFA
974
Paradigm Financial Advisors
Missouri
$26K +$26.4K +377 New
HCM
975
Highlander Capital Management
New Jersey
$24.1K +$210 +3 +0.9%
37 38
39
40 41