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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFM
1051
Bridgewater Wealth & Financial Management
Maryland
$207K -$46K -600 -18%
PMFA
1052
Plante Moran Financial Advisors
Michigan
$206K -$8.81K -115 -4%
VNA
1053
Valley National Advisers
Pennsylvania
$206K -$3.06K -40 -1%
GLI
1054
Guardian Life Insurance
New York
$205K +$4.44K +58 +2%
LWM
1055
LBA Wealth Management
Florida
$204K -$18.8K -245 -9%
AL
1056
Agran Libbie
California
$204K +$77 +1 +0%
AWM
1057
Avior Wealth Management
Nebraska
$203K -$32.8K -428 -14%
FMP
1058
Financial Management Professionals
Texas
$203K -$15.1K -197 -7%
RHBC
1059
R.H. Bluestein & Co
Michigan
$202K -$139K -1,810 -41%
SSG
1060
Summit Securities Group
New York
$202K +$199K +2,600 New
CAM
1061
Concorde Asset Management
Michigan
$201K -$33.7K -440 -14%
CCT
1062
Country Club Trust
Missouri
$201K -$2.07K -27 -1%
BEAM
1063
Baker Ellis Asset Management
Washington
$200K -$4.75K -62 -2%
ABC
1064
Associated Banc-Corp
Wisconsin
$200K -$1.53K -20 -0.8%
VCAM
1065
Van Cleef Asset Management
Ohio
$200K – – –
RPG
1066
Risk Paradigm Group
Texas
$200K -$38.5K -503 -16%
QCG
1067
Quadrant Capital Group
Ohio
$196K +$7.74K +101 +4%
OSNBOA
1068
Old Second National Bank of Aurora
Illinois
$195K – – –
TCM
1069
Tradewinds Capital Management
Washington
$192K +$16.5K +215 +10%
MBT
1070
Monroe Bank & Trust
Michigan
$189K +$187K +2,435 New
CBT
1071
Central Bank & Trust
Kentucky
$188K +$22.3K +291 +14%
KTC
1072
Kistler-Tiffany Companies
Pennsylvania
$187K -$5.75K -75 -3%
GS
1073
GAM Systematic
United Kingdom
$186K -$579K -7,559 -76%
MCM
1074
Manchester Capital Management
Vermont
$183K – – –
VFA
1075
Virtus Fund Advisers
Connecticut
$179K – – –
41 42
43
44 45