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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
1076
Risk Paradigm Group
Texas
$176K -$33.8K -425 -17%
M
1077
MOTCO
Texas
$168K – – –
CFA
1078
CT Financial Advisors
Pennsylvania
$167K – – –
HIIFS
1079
Harel Insurance Investments & Financial Services
Israel
$166K – – –
JCM
1080
Jacobi Capital Management
Pennsylvania
$164K +$80.3K +1,010 +104%
AA
1081
AlphaMark Advisors
Kentucky
$162K -$1.91K -24 -1%
EDRH
1082
Edmond de Rothschild Holding
Switzerland
$162K – – –
BAM
1083
Barrett Asset Management
New York
$161K – – –
IWM
1084
IHT Wealth Management
Illinois
$161K +$159 +2 +0.1%
LCM
1085
Liberty Capital Management
Michigan
$160K +$35.8K +450 +30%
DBT
1086
Dubuque Bank & Trust
Iowa
$156K +$6.6K +83 +5%
RIM
1087
Rampart Investment Management
Connecticut
$156K +$151K +1,902 New
AF
1088
Arrow Financial
New York
$155K +$51.3K +646 +52%
JGIA
1089
Jackson Grant Investment Advisers
Connecticut
$155K +$80.3K +1,010 +115%
AWM
1090
AllSquare Wealth Management
New York
$152K – – –
MPWT
1091
MassMutual Private Wealth & Trust
Connecticut
$152K +$67.4K +848 +85%
CP
1092
Corbenic Partners
Pennsylvania
$144K – – –
NB
1093
Nicolet Bankshares
Wisconsin
$142K +$109K +1,369 +379%
BWM
1094
Baystate Wealth Management
Massachusetts
$142K +$136K +1,710 New
MCA
1095
Mercer Capital Advisers
New Jersey
$140K – – –
AIM
1096
Advantage Investment Management
Iowa
$139K +$36.7K +462 +37%
CAM
1097
Cacti Asset Management
Georgia
$137K – – –
HFM
1098
Hartford Financial Management
Connecticut
$135K – – –
WC
1099
Whitnell & Co
Illinois
$134K – – –
VIA
1100
Vantage Investment Advisors
Pennsylvania
$133K +$5.88K +74 +5%
42 43
44
45 46