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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1126
Clear Perspective Advisors
Illinois
$68K +$66.6K +870 New
SAC
1127
Smith Affiliated Capital
New York
$67.5K – – –
BL
1128
Balentine LLC
Georgia
$67K – – –
WB
1129
Webster Bank
Connecticut
$67K +$66.3K +865 New
GRP
1130
Global Retirement Partners
California
$66K +$65.2K +851 New
GAM
1131
Gemmer Asset Management
California
$62K – – –
WIM
1132
Westside Investment Management
California
$60.2K +$59.8K +781 New
CFS
1133
Commonwealth Financial Services
West Virginia
$60K -$13.3K -173 -18%
MWM
1134
MinichMacGregor Wealth Management
New York
$60K – – –
VC
1135
Vestor Capital
Illinois
$59K – – –
LWM
1136
Lenox Wealth Management
Ohio
$59K +$31.9K +416 +121%
PFBT
1137
Parkside Financial Bank & Trust
Missouri
$58K -$24.9K -325 -30%
OFS
1138
Orrstown Financial Services
Pennsylvania
$54K – – –
NYLT
1139
New York Life Trust
New York
$54K +$40.8K +533 +327%
GEA
1140
Glen Eagle Advisors
New Jersey
$53K +$52.3K +683 New
FMTCOCP
1141
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51.9K +$51.2K +668 New
AC
1142
Alexandria Capital
Virginia
$47K -$15.2K -199 -25%
SIM
1143
Sonora Investment Management
Arizona
$45.4K – – –
RFWA
1144
RPg Family Wealth Advisory
Massachusetts
$45.1K -$4.98K -65 -10%
HWP
1145
Hefty Wealth Partners
Indiana
$44K – – –
PFGIA
1146
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$41.1K +537 New
TWMP
1147
Taylor Wealth Management Partners
Massachusetts
$41K – – –
AIS
1148
Accurate Investment Solutions
Pennsylvania
$41K +$2.91K +38 +8%
MBT
1149
Montecito Bank & Trust
California
$41K +$40.3K +526 New
TDC
1150
Thompson Davis & Co
Virginia
$39K -$1.38K -18 -3%
44 45
46
47 48