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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PSI
1076
Pinnacle Summer Investments
Virginia
$14K -$176K -2,510 -93%
CTB
1077
Country Trust Bank
Illinois
$14K – – –
AII
1078
AGF Investments Inc
Ontario, Canada
$14K +$7.03K +100 +100%
KM
1079
Kalos Management
Georgia
$13K – – –
WOC
1080
West Oak Capital
California
$12.4K – – –
JIR
1081
James Investment Research
Ohio
$12K – – –
TSU
1082
TD Securities (USA)
New York
$11K -$16.7K -238 -61%
JWA
1083
JFS Wealth Advisors
Pennsylvania
$11K +$10.9K +155 New
WCM
1084
Wealthcare Capital Management
Virginia
$8K -$4.64K -66 -37%
SAM
1085
Shamrock Asset Management
Texas
$8K – – –
BCMIO
1086
Beacon Capital Management Inc (Ohio)
Ohio
$7K – – –
MIM
1087
Macroview Investment Management
Maryland
$7K – – –
SA
1088
SRH Advisors
Kansas
$7K – – –
WA
1089
WealthTrust-Arizona
Arizona
$7K +$70 +1 +1%
TWMP
1090
Taylor Wealth Management Partners
Massachusetts
$6K – – –
JFA
1091
JNBA Financial Advisors
Minnesota
$6K +$6.12K +87 New
HR
1092
Howe & Rusling
New York
$4K -$1.41K -20 -27%
WAS
1093
Winch Advisory Services
Wisconsin
$4K +$70 +1 +2%
DPA
1094
Delphi Private Advisors
California
$4K +$4.15K +59 New
RWM
1095
Raffa Wealth Management
District of Columbia
$3.57K – – –
IFA
1096
Interactive Financial Advisors
Illinois
$3K – – –
PAIM
1097
Punch & Associates Investment Management
Minnesota
$2.21K +$2.18K +31 New
FNBSF
1098
First National Bank Sioux Falls
South Dakota
$2K -$14.1K -200 -86%
JGIA
1099
Jackson Grant Investment Advisers
Connecticut
$1K +$773 +11 New
DPIM
1100
Duff & Phelps Investment Management
Illinois
– -$109M -1,509,120 Closed
42 43
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45 46