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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1076
Howland Capital Management
Massachusetts
$205K +$206K +2,456 New
CM
1077
Cornerstone Management
Georgia
$204K -$2.86K -34 -1%
PIM
1078
Penobscot Investment Management
Massachusetts
$204K -$6.98K -83 -3%
SCI
1079
S&CO Inc
Massachusetts
$204K +$205K +2,438 New
AWM
1080
Avior Wealth Management
Nebraska
$203K – – –
MWM
1081
Mascoma Wealth Management
New Hampshire
$201K -$75.7K -900 -27%
FC
1082
Financial Consulate
Maryland
$201K +$202K +2,401 New
MCM
1083
Manchester Capital Management
Vermont
$197K – – –
VFA
1084
Virtus Fund Advisers
Connecticut
$192K – – –
M
1085
MOTCO
Texas
$190K +$19.1K +227 +11%
CBT
1086
Central Bank & Trust
Kentucky
$189K – – –
AIM
1087
Advantage Investment Management
Iowa
$184K +$42.3K +503 +30%
MFW
1088
Mosaic Family Wealth
Missouri
$182K – – –
PFBT
1089
Parkside Financial Bank & Trust
Missouri
$182K +$161K +1,918 +738%
QCG
1090
Quadrant Capital Group
Ohio
$181K -$17.1K -204 -7%
WHG
1091
Westwood Holdings Group
Texas
$181K +$182K +2,169 New
RPG
1092
Risk Paradigm Group
Texas
$178K -$1.01K -12 -0.6%
CFA
1093
Camarda Financial Advisors
Florida
$178K +$140K +1,664 +357%
CFN
1094
Cordasco Financial Network
Florida
$176K -$169K -2,005 -49%
HIIFS
1095
Harel Insurance Investments & Financial Services
Israel
$167K – – –
BAM
1096
Barrett Asset Management
New York
$165K – – –
EDRH
1097
Edmond de Rothschild Holding
Switzerland
$165K – – –
JCM
1098
Jacobi Capital Management
Pennsylvania
$165K – – –
LCM
1099
Liberty Capital Management
Michigan
$162K – – –
AF
1100
Arrow Financial
New York
$158K – – –
42 43
44
45 46