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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1026
Mark Sheptoff Financial Planning
Connecticut
$142K -$25.2K -333 -16%
PIM
1027
Parasol Investment Management
Illinois
$142K
MPWT
1028
MassMutual Private Wealth & Trust
Connecticut
$139K -$3.25K -43 -2%
DOA
1029
D'Orazio & Associates
Virginia
$139K +$1.06K +14 +0.8%
DBT
1030
Dubuque Bank & Trust
Iowa
$137K -$14.8K -196 -10%
CAM
1031
Cacti Asset Management
Georgia
$134K
SWA
1032
Sutton Wealth Advisors
Florida
$129K +$121K +1,600 New
PI
1033
PineBridge Investments
New York
$128K -$117K -1,551 -49%
VHAM
1034
Van Hulzen Asset Management
California
$126K
WG
1035
Welch Group
Alabama
$124K +$117K +1,542 New
ARMC
1036
American Research & Management Company
Massachusetts
$123K
HFM
1037
Hartford Financial Management
Connecticut
$123K
CFS
1038
Commonwealth Financial Services
West Virginia
$123K +$57.4K +758 +99%
CK
1039
Carnick & Kubik
Colorado
$113K +$106K +1,405 New
1832 Asset Management
1040
1832 Asset Management
Ontario, Canada
$112K
ACM
1041
Armbruster Capital Management
New York
$112K
NCM
1042
Nelson Capital Management
California
$108K
EDRH
1043
Edmond de Rothschild Holding
Switzerland
$105K
EDRS
1044
Edmond de Rothschild (Suisse)
Switzerland
$105K
PCTC
1045
Perkins Coie Trust Company
Washington
$103K
DLHL
1046
Donald L. Hagan LLC
Florida
$101K +$94.4K +1,248 New
AF
1047
Arrow Financial
New York
$100K +$2.65K +35 +3%
WA
1048
Winfield Associates
Ohio
$99K +$13.6K +180 +17%
AWMS
1049
Advocacy Wealth Management Services
Georgia
$97K -$65.5K -866 -42%
FIB
1050
First Interstate Bank
Montana
$96K