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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
951
Redwood Investments
Massachusetts
$78K – – –
CFN
952
Cordasco Financial Network
Florida
$77K – – –
VNB
953
Valley National Bancorp
New York
$74K – – –
WCM
954
Wealthcare Capital Management
Virginia
$71K -$89.6K -1,285 -56%
HCC
955
Hirtle Callaghan & Co
Pennsylvania
$71K +$8.09K +116 +13%
HR
956
Howe & Rusling
New York
$69K -$111K -1,594 -62%
NSIM
957
North Star Investment Management
Illinois
$69K +$67.5K +968 New
OC
958
Oakworth Capital
Alabama
$67K – – –
PIM
959
Parasol Investment Management
Illinois
$63K – – –
OFS
960
Orrstown Financial Services
Pennsylvania
$59K +$58.1K +833 New
VIA
961
Vantage Investment Advisors
Pennsylvania
$56K – – –
MCM
962
Munder Capital Management
Michigan
$55K – – –
PCTC
963
Perkins Coie Trust Company
Washington
$55K – – –
IMS
964
Index Management Solutions
Pennsylvania
$54K -$38.9K -558 -42%
BFEC
965
Benjamin F. Edwards & Company
Missouri
$51K -$31.9K -457 -39%
AUB
966
Atlantic Union Bankshares
Virginia
$51K +$52.4K +752 New
HCM
967
Horrell Capital Management
Arkansas
$47K – – –
JIC
968
Joel Isaacson & Co
New York
$44K +$1.25K +18 +3%
TCM
969
Tradewinds Capital Management
Washington
$41K -$9.9K -142 -20%
TWA
970
TCI Wealth Advisors
Arizona
$41K +$39.7K +570 New
DOA
971
D'Orazio & Associates
Virginia
$40K +$139 +2 +0.4%
CG
972
Colony Group
Massachusetts
$39K +$2.65K +38 +7%
VCM
973
Vigilant Capital Management
Maine
$39K +$38.3K +550 New
FWM
974
Focused Wealth Management
New York
$38K +$28K +401 +313%
CL
975
CFS LLC
Oklahoma
$37K – – –
37 38
39
40 41