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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
1051
Donald L. Hagan LLC
Florida
$101K +$94.4K +1,248 New
AF
1052
Arrow Financial
New York
$100K +$2.65K +35 +3%
WA
1053
Winfield Associates
Ohio
$99K +$13.6K +180 +17%
AWMS
1054
Advocacy Wealth Management Services
Georgia
$97K -$65.5K -866 -42%
FIB
1055
First Interstate Bank
Montana
$96K – – –
PSC
1056
Prentiss Smith & Co
Vermont
$96K – – –
BFEC
1057
Benjamin F. Edwards & Company
Missouri
$93K +$16.6K +220 +24%
RI
1058
Redwood Investments
Massachusetts
$88K – – –
JAM
1059
Jolley Asset Management
North Carolina
$88K +$29.2K +386 +55%
NSIM
1060
North Star Investment Management
Illinois
$87K -$26.4K -349 -24%
AIM
1061
Advantage Investment Management
Iowa
$86K +$3.03K +40 +4%
BAM
1062
Barrett Asset Management
New York
$82K – – –
AF
1063
Allworth Financial
California
$77K – – –
QT
1064
Quantbot Technologies
New York
$76K +$71.3K +942 New
ZB
1065
Zions Bancorporation
Utah
$75K -$50.2K -664 -41%
SAC
1066
Smith Affiliated Capital
New York
$70.2K – – –
CLOS
1067
Compagnie Lombard Odier SCmA
Switzerland
$65K – – –
AIS
1068
Accurate Investment Solutions
Pennsylvania
$65K +$15.4K +203 +34%
GAM
1069
Gemmer Asset Management
California
$64K – – –
LWA
1070
Lenox Wealth Advisors
New York
$63K – – –
VC
1071
Vestor Capital
Illinois
$62K – – –
MWM
1072
MinichMacGregor Wealth Management
New York
$62K +$9.84K +130 +20%
OFS
1073
Orrstown Financial Services
Pennsylvania
$59K -$3.78K -50 -6%
ATC
1074
Adirondack Trust Company
New York
$59K – – –
TWA
1075
TCI Wealth Advisors
Arizona
$59K +$4.46K +59 +9%
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