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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SJL
1001
Shayne & Jacobs LLC
Tennessee
$202K +$189K +2,500 New
HCM
1002
Hengehold Capital Management
Ohio
$202K +$190K +2,506 New
VWA
1003
V Wealth Advisors
Kansas
$202K +$191K +2,530 New
BFIM
1004
Beese Fulmer Investment Management
Ohio
$200K +$190K +2,509 New
CFA
1005
CT Financial Advisors
Pennsylvania
$196K
MBT
1006
Monroe Bank & Trust
Michigan
$196K
MCM
1007
Manchester Capital Management
Vermont
$190K
TCM
1008
Tradewinds Capital Management
Washington
$190K +$15.5K +205 +10%
AA
1009
AlphaMark Advisors
Kentucky
$187K
VFA
1010
Virtus Fund Advisers
Connecticut
$186K
CBT
1011
Central Bank & Trust
Kentucky
$177K
MFW
1012
Mosaic Family Wealth
Missouri
$176K
M
1013
MOTCO
Texas
$176K
CP
1014
Corbenic Partners
Pennsylvania
$169K
Royal London Asset Management
1015
Royal London Asset Management
United Kingdom
$169K +$1.01B +13,398,043 +5,412%
DSI
1016
Daiwa SB Investments
Japan
$165K +$155K +2,050 New
JIC
1017
Joel Isaacson & Co
New York
$163K +$54.5K +720 +55%
PCMM
1018
Private Capital Management (Minnesota)
Minnesota
$161K -$560K -7,400 -79%
HIIFS
1019
Harel Insurance Investments & Financial Services
Israel
$161K
VIA
1020
Vantage Investment Advisors
Pennsylvania
$159K +$8.32K +110 +6%
LWCFA
1021
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$156K
PWM
1022
Perigon Wealth Management
California
$152K +$180K +2,382 New
PMFA
1023
Plante Moran Financial Advisors
Michigan
$151K -$1.82K -24 -1%
QCG
1024
Quadrant Capital Group
Ohio
$149K +$13.4K +177 +10%
AWM
1025
AllSquare Wealth Management
New York
$149K +$22.7K +300 +19%