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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1151
Barrett Asset Management
New York
$169K +$16.3K +211 +11%
AF
1152
Arrow Financial
New York
$166K +$618 +8 +0.4%
WWMSC
1153
Wagner Wealth Management (South Carolina)
South Carolina
$165K +$5.26K +68 +3%
CBT
1154
Central Bank & Trust
Kentucky
$162K -$1.93K -25 -1%
WEC
1155
Winslow Evans & Crocker
Massachusetts
$161K -$4.48K -58 -3%
WPA
1156
West Paces Advisors
Georgia
$160K +$58.3K +754 +58%
YWP
1157
YorkBridge Wealth Partners
New York
$155K +$77 +1 +0%
CPP
1158
Crow Point Partners
Massachusetts
$155K +$155K +2,000 New
M
1159
MOTCO
Texas
$153K -$17.5K -227 -10%
AWM
1160
AllSquare Wealth Management
New York
$152K +$8.5K +110 +6%
FMB
1161
Field & Main Bank
Kentucky
$151K +$11.1K +143 +8%
AWA
1162
Acorn Wealth Advisors
Michigan
$151K +$32K +414 +28%
NB
1163
Nicolet Bankshares
Wisconsin
$148K – – –
PWM
1164
Perigon Wealth Management
California
$148K – – –
AIM
1165
Advantage Investment Management
Iowa
$141K +$12.4K +160 +10%
BRC
1166
Bell Rock Capital
Delaware
$140K +$38.6K +500 +38%
IWP
1167
Icon Wealth Partners
Texas
$137K -$97.9K -1,266 -42%
DBT
1168
Dubuque Bank & Trust
Iowa
$137K -$10.2K -132 -7%
MBT
1169
Monroe Bank & Trust
Michigan
$137K – – –
CSS
1170
Cubist Systematic Strategies
Connecticut
$136K -$1.49M -19,324 -92%
MOS
1171
MGO One Seven
Ohio
$134K +$155 +2 +0.1%
VIA
1172
Vantage Investment Advisors
Pennsylvania
$133K -$76.8K -994 -37%
MCA
1173
Mercer Capital Advisers
New Jersey
$132K – – –
CAM
1174
Cacti Asset Management
Georgia
$129K – – –
PCIA
1175
Prime Capital Investment Advisors
Kansas
$129K – – –
45 46
47
48 49