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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
976
Zions Bancorporation
Utah
$90K – – –
AWS
977
Aris Wealth Services
Pennsylvania
$86K -$10.7K -142 -10%
IMS
978
Index Management Solutions
Pennsylvania
$86K +$60.2K +797 +189%
IRS
979
Invictus RG (Singapore)
Singapore
$85K -$522K -6,905 -85%
WA
980
Winfield Associates
Ohio
$85K -$4.99K -66 -5%
PSC
981
Prentiss Smith & Co
Vermont
$84K – – –
OC
982
Oakworth Capital
Alabama
$77K -$151K -1,997 -66%
RI
983
Redwood Investments
Massachusetts
$77K – – –
WA
984
Waverly Advisors
Alabama
$77K – – –
JIR
985
James Investment Research
Ohio
$76K -$3.1K -41 -4%
JIC
986
Joel Isaacson & Co
New York
$73K +$12.5K +166 +19%
AIM
987
Advantage Investment Management
Iowa
$73K +$41.9K +554 +117%
NSIM
988
North Star Investment Management
Illinois
$69K +$76 +1 +0.1%
VIA
989
Vident Investment Advisory
Georgia
$67K +$71.9K +951 New
MIP
990
Mondrian Investment Partners
United Kingdom
$66K +$32.4K +429 +86%
GWM
991
Gupta Wealth Management
California
$65K +$8.31K +110 +14%
SAC
992
Smith Affiliated Capital
New York
$61.4K – – –
CFS
993
Commonwealth Financial Services
West Virginia
$61K -$383K -5,068 -85%
OFS
994
Orrstown Financial Services
Pennsylvania
$59K – – –
CLOS
995
Compagnie Lombard Odier SCmA
Switzerland
$57K -$138K -1,831 -69%
GAM
996
Gemmer Asset Management
California
$57K – – –
LWA
997
Lowe Wealth Advisors
Maryland
$56K – – –
Citadel Advisors
998
Citadel Advisors
Florida
$52K -$18.2M -240,519 -100%
SFWA
999
Summit Financial Wealth Advisors
Louisiana
$52K +$45.3K +599 +399%
JAM
1000
Jolley Asset Management
North Carolina
$50K – – –