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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1101
Boston Trust Walden
Massachusetts
$334K – – –
MOS
1102
MGO One Seven
Ohio
$334K +$20.8K +229 +7%
CFGS
1103
Concourse Financial Group Securities
Alabama
$332K -$1.13M -12,411 -78%
IWC
1104
Integrated Wealth Concepts
Massachusetts
$332K -$114K -1,258 -27%
TA
1105
TFG Advisers
Michigan
$332K +$2.18K +24 +0.7%
CWS
1106
Cypress Wealth Services
California
$332K +$6.19K +68 +2%
HIM
1107
Hotaling Investment Management
Pennsylvania
$331K – – –
BDF
1108
Balasa Dinverno & Foltz
$331K +$2.82K +31 +0.9%
MYIA
1109
Mount Yale Investment Advisors
Colorado
$331K +$30.4K +334 +10%
MA
1110
MCF Advisors
Kentucky
$328K -$10K -110 -3%
AWA
1111
AmeriServ Wealth Advisors
Pennsylvania
$328K – – –
P
1112
Pitcairn
Pennsylvania
$328K +$11.2K +123 +4%
HCM
1113
Horrell Capital Management
Arkansas
$327K – – –
JPMIA
1114
J.P. Marvel Investment Advisors
Massachusetts
$327K +$310K +3,411 New
DK
1115
Darrell & King
Virginia
$326K – – –
KFGK
1116
Keystone Financial Group (Kentucky)
Kentucky
$325K +$364 +4 +0.1%
FA
1117
FCG Advisors
New Jersey
$325K +$30.3K +333 +11%
RIM
1118
Redwood Investment Management
Arizona
$324K -$22.4K -246 -7%
TSS
1119
Two Sigma Securities
New York
$321K -$387K -4,253 -56%
SW
1120
SlateStone Wealth
Florida
$321K +$10K +110 +3%
GEA
1121
Glen Eagle Advisors
New Jersey
$321K +$68.3K +750 +29%
WP
1122
WealthSource Partners
California
$320K -$17.3K -190 -5%
SLT
1123
St Louis Trust
Missouri
$320K – – –
1IA
1124
1834 Investment Advisors
Wisconsin
$319K -$83.9K -922 -22%
CIS
1125
Connors Investor Services
Pennsylvania
$319K – – –
43 44
45
46 47