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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CSS
1101
Cubist Systematic Strategies
Connecticut
$162K -$2.43M -28,409 -94%
AF
1102
Arrow Financial
New York
$162K +$3.85K +45 +2%
PWM
1103
Perigon Wealth Management
California
$161K +$144K +1,683 +722%
DBT
1104
Dubuque Bank & Trust
Iowa
$159K +$127K +1,479 +351%
AWM
1105
AllSquare Wealth Management
New York
$155K +$158K +1,848 New
AA
1106
AlphaMark Advisors
Kentucky
$148K – – –
CP
1107
Corbenic Partners
Pennsylvania
$147K – – –
Carson Wealth (CWM LLC)
1108
Carson Wealth (CWM LLC)
Nebraska
$145K -$542K -6,336 -79%
AIM
1109
Advantage Investment Management
Iowa
$143K -$42.2K -493 -22%
MCA
1110
Mercer Capital Advisers
New Jersey
$143K – – –
CAM
1111
Cacti Asset Management
Georgia
$140K – – –
HFM
1112
Hartford Financial Management
Connecticut
$139K – – –
WC
1113
Whitnell & Co
Illinois
$137K – – –
VIA
1114
Vantage Investment Advisors
Pennsylvania
$136K – – –
GLI
1115
Guardian Life Insurance
New York
$134K +$856 +10 +0.6%
WAP
1116
Wealthcare Advisory Partners
Pennsylvania
$131K +$133K +1,555 New
NSIM
1117
North Star Investment Management
Illinois
$129K – – –
PMFA
1118
Plante Moran Financial Advisors
Michigan
$126K -$13.8K -161 -10%
JAM
1119
Jolley Asset Management
North Carolina
$126K – – –
MPWT
1120
MassMutual Private Wealth & Trust
Connecticut
$116K +$3K +35 +3%
JGIA
1121
Jackson Grant Investment Advisers
Connecticut
$112K -$25.1K -293 -18%
NCM
1122
Nelson Capital Management
California
$112K – – –
WA
1123
Winfield Associates
Ohio
$111K +$171 +2 +0.2%
WPA
1124
West Paces Advisors
Georgia
$110K – – –
BRC
1125
Bell Rock Capital
Delaware
$109K – – –