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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
1151
Bell Rock Capital
Delaware
$144K – – –
YWP
1152
YorkBridge Wealth Partners
New York
$144K +$81 +1 +0.1%
WPA
1153
West Paces Advisors
Georgia
$141K – – –
DBT
1154
Dubuque Bank & Trust
Iowa
$140K -$890 -11 -0.6%
PVH
1155
Psagot Value Holdings
Israel
$136K +$129K +1,590 +1,514%
CAM
1156
Cacti Asset Management
Georgia
$132K – – –
SFSIG
1157
San Francisco Sentry Investment Group
California
$131K -$8.09K -100 -6%
RFA
1158
Reilly Financial Advisors
California
$131K +$47.1K +582 +55%
HFM
1159
Hartford Financial Management
Connecticut
$130K +$3.23K +40 +3%
AWM
1160
AllSquare Wealth Management
New York
$127K -$11K -136 -8%
VIA
1161
Vantage Investment Advisors
Pennsylvania
$124K -$13.5K -167 -10%
KA
1162
Kaizen Advisory
Illinois
$123K – – –
SIM
1163
Sonora Investment Management
Arizona
$120K +$42.4K +524 +54%
TPWA
1164
TRUE Private Wealth Advisors
Oregon
$119K +$120K +1,485 New
OFS
1165
Orrstown Financial Services
Pennsylvania
$115K -$357K -4,416 -75%
HS
1166
Horan Securities
United States
$115K – – –
WAP
1167
Wealthcare Advisory Partners
Pennsylvania
$114K +$162 +2 +0.1%
CIM
1168
Centersquare Investment Management
Pennsylvania
$110K -$31.5K -390 -22%
TL
1169
TrueWealth LLC
Georgia
$110K +$16.2K +200 +17%
AA
1170
AlphaMark Advisors
Kentucky
$109K – – –
AP
1171
Atwood & Palmer
Missouri
$108K – – –
LCM
1172
Laurion Capital Management
New York
$104K +$105K +1,300 New
BWM
1173
Baystate Wealth Management
Massachusetts
$103K +$1.05K +13 +1%
AIM
1174
Advantage Investment Management
Iowa
$103K +$25.6K +317 +33%
PCTC
1175
Perkins Coie Trust Company
Washington
$102K – – –
45 46
47
48 49