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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
976
Kovack Advisors
Florida
$700K +$10.2K +103 +1%
SL
977
Salomon & Ludwin
Virginia
$699K -$59.3K -600 -8%
RPCONE
978
Retirement Planning Company of New England
Rhode Island
$696K +$1.58K +16 +0.2%
ACM
979
Adalta Capital Management
New York
$695K +$9.78K +99 +1%
VWA
980
V Wealth Advisors
Kansas
$690K +$59.9K +606 +9%
DWT
981
Dorsey & Whitney Trust
South Dakota
$689K +$92.7K +938 +15%
GEA
982
Glen Eagle Advisors
New Jersey
$689K +$3.06K +31 +0.4%
CSI
983
Cross Staff Investments
New York
$687K – – –
PIMG
984
Patriot Investment Management Group
Tennessee
$683K -$32.2K -326 -4%
FFBTD
985
First Financial Bank - Trust Division
Ohio
$681K +$988 +10 +0.1%
AFG
986
Albion Financial Group
Utah
$680K – – –
WFG
987
Wills Financial Group
Virginia
$678K +$296 +3 +0%
CIA
988
Cape Investment Advisory
Georgia
$678K +$694K +7,024 New
CCWM
989
Cassaday & Co Wealth Management
Virginia
$677K +$93.2K +943 +16%
JGUA
990
John G. Ullman & Associates
New York
$677K -$1.09K -11 -0.2%
NP
991
NorthRock Partners
Minnesota
$674K +$64.3K +651 +10%
CAAS
992
Capital Asset Advisory Services
Michigan
$674K -$468K -4,742 -40%
TW
993
Transform Wealth
Colorado
$673K +$91.6K +927 +15%
PCM
994
Parsons Capital Management
Rhode Island
$672K – – –
WA
995
WBH Advisory
Maryland
$668K +$684K +6,925 New
MA
996
MJP Associates
Connecticut
$667K +$76.8K +777 +13%
FHC
997
First Heartland Consultants
Missouri
$664K +$198 +2 +0%
CFA
998
Compass Financial Advisors
Indiana
$664K +$4.15K +42 +0.6%
VIA
999
Vident Investment Advisory
Georgia
$663K +$168K +1,703 +33%
CAM
1000
Carret Asset Management
New York
$663K -$21.7K -220 -3%
38 39
40
41 42