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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1101
Nelson Capital Management
California
$107K – – –
NIMI
1102
Natixis Investment Managers International
France
$105K +$104K +1,353 New
ED
1103
Exane Derivatives
France
$103K -$195K -2,544 -66%
BRC
1104
Bell Rock Capital
Delaware
$102K +$100K +1,308 New
PSC
1105
Prentiss Smith & Co
Vermont
$100K – – –
ACM
1106
Armbruster Capital Management
New York
$99K – – –
PCTC
1107
Perkins Coie Trust Company
Washington
$99K – – –
AF
1108
Arrow Financial
New York
$96K – – –
AIM
1109
Advantage Investment Management
Iowa
$96K +$15.3K +200 +19%
ANBT
1110
American National Bank & Trust
Texas
$96K +$94.6K +1,235 New
NSIM
1111
North Star Investment Management
Illinois
$95K +$11.5K +150 +14%
JAM
1112
Jolley Asset Management
North Carolina
$92K – – –
SWA
1113
Sutton Wealth Advisors
Florida
$91.6K -$40.8K -533 -31%
HWM
1114
Holloway Wealth Management
Florida
$91K – – –
WA
1115
Winfield Associates
Ohio
$90K +$7.51K +98 +9%
ZB
1116
Zions Bancorporation
Utah
$87K +$12.6K +165 +17%
MPWT
1117
MassMutual Private Wealth & Trust
Connecticut
$77.6K +$76.6K +1,000 New
JCM
1118
Jacobi Capital Management
Pennsylvania
$75K -$42.7K -557 -36%
CLOS
1119
Compagnie Lombard Odier SCmA
Switzerland
$75K +$13.7K +179 +23%
ATC
1120
Adirondack Trust Company
New York
$73K +$3.83K +50 +6%
KF
1121
Krilogy Financial
Missouri
$71K -$35K -457 -33%
AF
1122
Allworth Financial
California
$68K -$5.59K -73 -8%
JGIA
1123
Jackson Grant Investment Advisers
Connecticut
$68K – – –
CPA
1124
Clear Perspective Advisors
Illinois
$68K +$66.6K +870 New
BL
1125
Balentine LLC
Georgia
$67K – – –
43 44
45
46 47