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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1026
Gemmer Asset Management
California
$57K – – –
LWA
1027
Lenox Wealth Advisors
New York
$56K – – –
OFS
1028
Orrstown Financial Services
Pennsylvania
$56K +$3.52K +50 +7%
SHJ
1029
Sharkey, Howes & Javer
Colorado
$56K +$7.31K +104 +15%
CFS
1030
Commonwealth Financial Services
West Virginia
$55K -$7.1K -101 -12%
ATC
1031
Adirondack Trust Company
New York
$55K +$4.92K +70 +11%
VC
1032
Vestor Capital
Illinois
$55K +$53.9K +766 New
FWM
1033
Focused Wealth Management
New York
$53K – – –
JAM
1034
Jolley Asset Management
North Carolina
$50K – – –
TWA
1035
TCI Wealth Advisors
Arizona
$48K – – –
MWM
1036
MinichMacGregor Wealth Management
New York
$48K +$45.3K +645 New
GWM
1037
Gupta Wealth Management
California
$47K -$29.8K -424 -39%
PFBT
1038
Parkside Financial Bank & Trust
Missouri
$46K +$1.34K +19 +3%
AC
1039
Alexandria Capital
Virginia
$43K +$14.1K +201 +50%
AIS
1040
Accurate Investment Solutions
Pennsylvania
$43K +$42.2K +600 New
UFA
1041
US Financial Advisors
Massachusetts
$41K +$14.4K +205 +55%
HWP
1042
Hefty Wealth Partners
Indiana
$41K +$40.6K +578 New
TRCT
1043
Tower Research Capital (TRC)
New York
$38K +$28.7K +408 +337%
SCA
1044
Stuart Chaussee & Associates
California
$36K +$35.2K +500 New
CG
1045
Colony Group
Massachusetts
$35K -$8.44K -120 -20%
GWS
1046
Glassman Wealth Services
Virginia
$34K +$14.1K +200 +74%
DA
1047
DSC Advisors
Illinois
$34K +$34K +483 New
CFA
1048
Camarda Financial Advisors
Florida
$33K – – –
AP
1049
Atwood & Palmer
Missouri
$32K – – –
LJHT
1050
Laurie J. Hall Trustee
$32K +$29.8K +424 New
40 41
42
43 44