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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1076
Cornerstone Management
Georgia
$204K -$2.86K -34 -1%
PIM
1077
Penobscot Investment Management
Massachusetts
$204K -$6.98K -83 -3%
SCI
1078
S&CO Inc
Massachusetts
$204K +$205K +2,438 New
AWM
1079
Avior Wealth Management
Nebraska
$203K – – –
MWM
1080
Mascoma Wealth Management
New Hampshire
$201K -$75.7K -900 -27%
FC
1081
Financial Consulate
Maryland
$201K +$202K +2,401 New
MCM
1082
Manchester Capital Management
Vermont
$197K – – –
VFA
1083
Virtus Fund Advisers
Connecticut
$192K – – –
M
1084
MOTCO
Texas
$190K +$19.1K +227 +11%
CBT
1085
Central Bank & Trust
Kentucky
$189K – – –
AIM
1086
Advantage Investment Management
Iowa
$184K +$42.3K +503 +30%
MFW
1087
Mosaic Family Wealth
Missouri
$182K – – –
PFBT
1088
Parkside Financial Bank & Trust
Missouri
$182K +$161K +1,918 +738%
QCG
1089
Quadrant Capital Group
Ohio
$181K -$17.1K -204 -7%
WHG
1090
Westwood Holdings Group
Texas
$181K +$182K +2,169 New
RPG
1091
Risk Paradigm Group
Texas
$178K -$1.01K -12 -0.6%
CFA
1092
Camarda Financial Advisors
Florida
$178K +$140K +1,664 +357%
CFN
1093
Cordasco Financial Network
Florida
$176K -$169K -2,005 -49%
HIIFS
1094
Harel Insurance Investments & Financial Services
Israel
$167K – – –
BAM
1095
Barrett Asset Management
New York
$165K – – –
EDRH
1096
Edmond de Rothschild Holding
Switzerland
$165K – – –
JCM
1097
Jacobi Capital Management
Pennsylvania
$165K – – –
LCM
1098
Liberty Capital Management
Michigan
$162K – – –
AF
1099
Arrow Financial
New York
$158K – – –
GRP
1100
Global Retirement Partners
California
$149K +$35.6K +423 +31%
42 43
44
45 46