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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RE
1126
RBC Europe
United Kingdom
$103K +$105K +1,226 New
PSC
1127
Prentiss Smith & Co
Vermont
$100K – – –
CLOS
1128
Compagnie Lombard Odier SCmA
Switzerland
$99K – – –
SBL
1129
Sargent Bickham Lagudis
Colorado
$99K +$71.7K +837 +243%
OAM
1130
Oppenheimer Asset Management
New York
$92K +$1.28K +15 +1%
HS
1131
Horan Securities
United States
$90K – – –
BFEC
1132
Benjamin F. Edwards & Company
Missouri
$89K -$22.5K -263 -20%
ATC
1133
Adirondack Trust Company
New York
$89K – – –
LC
1134
Landaas & Company
Wisconsin
$89K +$90.4K +1,056 New
OFS
1135
Orrstown Financial Services
Pennsylvania
$87K – – –
ACM
1136
Armbruster Capital Management
New York
$83K – – –
WIM
1137
Westside Investment Management
California
$71.9K – – –
CWM
1138
Cranbrook Wealth Management
Michigan
$70K – – –
GAM
1139
Gemmer Asset Management
California
$67K -$26.2K -306 -28%
HWM
1140
Holloway Wealth Management
Florida
$67K – – –
SMG
1141
Spectrum Management Group
Indiana
$66K +$67.4K +787 New
TI
1142
Truepoint Inc
Ohio
$65K -$168K -1,959 -72%
VC
1143
Vestor Capital
Illinois
$64K – – –
LWM
1144
Lenox Wealth Management
Ohio
$61K – – –
FCMT
1145
Founders Capital Management (Texas)
Texas
$60K – – –
FMTCOCP
1146
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$56.1K – – –
SIAS
1147
Shine Investment Advisory Services
Colorado
$56K – – –
MWM
1148
MinichMacGregor Wealth Management
New York
$53K – – –
CPA
1149
Clear Perspective Advisors
Illinois
$53K +$3.34K +39 +7%
HWP
1150
Hefty Wealth Partners
Indiana
$50K +$1.37K +16 +3%
44 45
46
47 48