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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1051
V Wealth Advisors
Kansas
$211K -$74.6K -938 -26%
MGIA
1052
Moneta Group Investment Advisors
Missouri
$211K -$56.4K -710 -22%
BEAM
1053
Baker Ellis Asset Management
Washington
$211K – – –
AL
1054
Agran Libbie
California
$209K -$6.6K -83 -3%
KB
1055
Kimelman & Baird
New York
$209K +$202K +2,543 New
JFGLC
1056
Johnson Financial Group LLC (Colorado)
Colorado
$208K -$109K -1,370 -35%
SHCM
1057
Stokes & Hubbell Capital Management
Louisiana
$208K +$202K +2,541 New
PIM
1058
Penobscot Investment Management
Massachusetts
$207K +$200K +2,521 New
CG
1059
Cutler Group
California
$205K -$939K -11,812 -83%
SJL
1060
Shayne & Jacobs LLC
Tennessee
$205K +$199K +2,500 New
BCM
1061
Bayesian Capital Management
New York
$203K +$197K +2,481 New
CM
1062
Cornerstone Management
Georgia
$203K +$197K +2,475 New
HCM
1063
Hengehold Capital Management
Ohio
$202K +$196K +2,462 New
HAIM
1064
Hunter Associates Investment Management
Pennsylvania
$201K +$195K +2,453 New
AWM
1065
Avior Wealth Management
Nebraska
$199K -$14.9K -187 -7%
PMFA
1066
Plante Moran Financial Advisors
Michigan
$198K -$18.8K -236 -9%
MBT
1067
Monroe Bank & Trust
Michigan
$197K -$2.7K -34 -1%
KTC
1068
Kistler-Tiffany Companies
Pennsylvania
$197K – – –
MCM
1069
Manchester Capital Management
Vermont
$193K – – –
IR
1070
Invictus RG
Bermuda
$193K +$187K +2,350 New
VFA
1071
Virtus Fund Advisers
Connecticut
$189K – – –
AIP
1072
Almanack Investment Partners
Pennsylvania
$187K +$181K +2,279 New
CBT
1073
Central Bank & Trust
Kentucky
$185K -$13.2K -166 -7%
PCMM
1074
Private Capital Management (Minnesota)
Minnesota
$180K -$63.6K -800 -27%
MFW
1075
Mosaic Family Wealth
Missouri
$179K – – –
41 42
43
44 45