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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1051
Advantage Investment Management
Iowa
$40K +$38.1K +473 New
SIA
1052
Stancorp Investment Advisers
Oregon
$40K +$38.1K +473 New
CFA
1053
Camarda Financial Advisors
Florida
$39K – – –
FM
1054
Forward Management
California
$36K +$34.3K +425 New
ACS
1055
Archford Capital Strategies
Illinois
$35K +$161 +2 +0.5%
AC
1056
Alexandria Capital
Virginia
$34K – – –
MCA
1057
Mercer Capital Advisers
New Jersey
$34K +$33.1K +411 New
ATC
1058
Adirondack Trust Company
New York
$31K +$2.02K +25 +7%
UFA
1059
US Financial Advisors
Massachusetts
$31K +$30.2K +375 New
NC
1060
NewSquare Capital
Pennsylvania
$30K – – –
HCM
1061
Highlander Capital Management
New Jersey
$30K +$161 +2 +0.6%
LWM
1062
Lenox Wealth Management
Ohio
$28K -$2.1K -26 -7%
HSA
1063
Hussman Strategic Advisors
Maryland
$28K – – –
SC
1064
Searle & Co
Connecticut
$28K +$27.5K +341 New
VNA
1065
Valley National Advisers
Pennsylvania
$28K +$33.1K +410 New
Lazard Asset Management
1066
Lazard Asset Management
New York
$27K -$271K -3,359 -91%
AA
1067
Apriem Advisors
California
$25K – – –
ECM
1068
Exchange Capital Management
Michigan
$25K +$23.6K +293 New
RCG
1069
Ruggie Capital Group
Florida
$25K +$24.5K +304 New
FMT
1070
First Mercantile Trust
Tennessee
$23K – – –
GWS
1071
Glassman Wealth Services
Virginia
$23K +$21.9K +271 New
SIA
1072
SeaBridge Investment Advisors
New Jersey
$22K – – –
TFO
1073
Tarbox Family Office
California
$20K – – –
FNBSF
1074
First National Bank Sioux Falls
South Dakota
$20K +$18.8K +233 New
FBT
1075
Founders Bank & Trust
Michigan
$17K – – –