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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
M
976
MOTCO
Texas
$157K -$52.9K -752 -26%
CBT
977
Central Bank & Trust
Kentucky
$157K -$1.76K -25 -1%
VNA
978
Valley National Advisers
Pennsylvania
$157K +$1.34K +19 +0.9%
HCM
979
Horan Capital Management
Maryland
$155K -$30.4K -433 -17%
MFW
980
Mosaic Family Wealth
Missouri
$155K +$153K +2,183 New
TCM
981
Tradewinds Capital Management
Washington
$153K +$5.7K +81 +4%
CP
982
Corbenic Partners
Pennsylvania
$149K – – –
MSFP
983
Mark Sheptoff Financial Planning
Connecticut
$149K – – –
AWMS
984
Advocacy Wealth Management Services
Georgia
$145K +$145K +2,064 New
HIIFS
985
Harel Insurance Investments & Financial Services
Israel
$143K +$141K +2,000 New
KF
986
Krilogy Financial
Missouri
$139K +$8.16K +116 +6%
LWCFA
987
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K -$64K -910 -32%
DBT
988
Dubuque Bank & Trust
Iowa
$136K +$9.14K +130 +7%
PMFA
989
Plante Moran Financial Advisors
Michigan
$135K +$1.97K +28 +1%
VIA
990
Vantage Investment Advisors
Pennsylvania
$133K -$27K -384 -17%
SLF
991
Sun Life Financial
Ontario, Canada
$131K +$129K +1,833 New
AFP
992
Ausdal Financial Partners
Iowa
$129K +$127K +1,812 New
MPWT
993
MassMutual Private Wealth & Trust
Connecticut
$126K -$76K -1,081 -38%
PIM
994
Parasol Investment Management
Illinois
$126K -$7.03K -100 -5%
ZB
995
Zions Bancorporation
Utah
$125K +$44.9K +639 +65%
DOA
996
D'Orazio & Associates
Virginia
$122K +$80.4K +1,143 +201%
MIC
997
MU Investments Company
Japan
$121K -$71.7K -1,020 -38%
QCG
998
Quadrant Capital Group
Ohio
$121K -$41.3K -588 -25%
CAM
999
Cacti Asset Management
Georgia
$119K – – –
VHAM
1000
Van Hulzen Asset Management
California
$112K +$110K +1,566 New
38 39
40
41 42