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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1076
Advantage Investment Management
Iowa
$83K +$8.61K +104 +11%
HS
1077
Horan Securities
United States
$81K +$85.6K +1,033 New
LCM
1078
Liberty Capital Management
Michigan
$77K -$112K -1,356 -58%
BAM
1079
Barrett Asset Management
New York
$77K – – –
CFS
1080
Commonwealth Financial Services
West Virginia
$76K -$17.6K -213 -18%
AF
1081
Allworth Financial
California
$76K – – –
ZB
1082
Zions Bancorporation
Utah
$76K +$83 +1 +0.1%
ATC
1083
Adirondack Trust Company
New York
$72K +$15.7K +190 +27%
JGIA
1084
Jackson Grant Investment Advisers
Connecticut
$70K +$72.6K +877 New
BL
1085
Balentine LLC
Georgia
$69K +$43.5K +525 +158%
AC
1086
Alexandria Capital
Virginia
$65K +$16.6K +200 +33%
GAM
1087
Gemmer Asset Management
California
$64K – – –
LWA
1088
Lenox Wealth Advisors
New York
$63K – – –
MWM
1089
MinichMacGregor Wealth Management
New York
$62K – – –
CLOS
1090
Compagnie Lombard Odier SCmA
Switzerland
$62K +$24.2K +292 +60%
VC
1091
Vestor Capital
Illinois
$61K – – –
OFS
1092
Orrstown Financial Services
Pennsylvania
$59K – – –
RFWA
1093
RPg Family Wealth Advisory
Massachusetts
$51.7K -$3.56K -43 -6%
TG
1094
TLP Group
Illinois
$49K -$507K -6,117 -91%
SIM
1095
Sonora Investment Management
Arizona
$46.8K +$33.9K +409 +232%
HWP
1096
Hefty Wealth Partners
Indiana
$46K – – –
TWMP
1097
Taylor Wealth Management Partners
Massachusetts
$43K – – –
TDC
1098
Thompson Davis & Co
Virginia
$42K -$4.8K -58 -10%
AIS
1099
Accurate Investment Solutions
Pennsylvania
$39K +$331 +4 +0.8%
FWM
1100
Focused Wealth Management
New York
$38K -$7.45K -90 -16%
42 43
44
45 46