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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1176
Lenox Wealth Advisors
New York
$184K +$192K +2,193 New
RPG
1177
Risk Paradigm Group
Texas
$180K -$6.2K -71 -3%
WEC
1178
Winslow Evans & Crocker
Massachusetts
$180K – – –
AF
1179
Arrow Financial
New York
$179K +$17.6K +202 +10%
CBT
1180
Central Bank & Trust
Kentucky
$178K -$12.1K -138 -6%
BAM
1181
Barrett Asset Management
New York
$166K – – –
WWMSC
1182
Wagner Wealth Management (South Carolina)
South Carolina
$164K +$181K +2,068 New
LCM
1183
Liberty Capital Management
Michigan
$162K +$8.73K +100 +5%
NB
1184
Nicolet Bankshares
Wisconsin
$161K -$24.1K -276 -13%
PWM
1185
Perigon Wealth Management
California
$161K – – –
DBT
1186
Dubuque Bank & Trust
Iowa
$159K – – –
YWP
1187
YorkBridge Wealth Partners
New York
$155K -$25.8K -295 -13%
AWM
1188
AllSquare Wealth Management
New York
$155K – – –
FMB
1189
Field & Main Bank
Kentucky
$152K +$158K +1,807 New
MBT
1190
Monroe Bank & Trust
Michigan
$149K +$154K +1,766 New
CP
1191
Corbenic Partners
Pennsylvania
$148K – – –
MOS
1192
MGO One Seven
Ohio
$145K +$150K +1,722 New
PWM
1193
Paulson Wealth Management
Illinois
$144K +$149K +1,709 New
MCA
1194
Mercer Capital Advisers
New Jersey
$143K – – –
WAP
1195
Wealthcare Advisory Partners
Pennsylvania
$143K +$12.8K +147 +9%
MGIA
1196
Moneta Group Investment Advisors
Missouri
$142K +$148K +1,691 New
AIM
1197
Advantage Investment Management
Iowa
$140K -$3.93K -45 -3%
CAM
1198
Cacti Asset Management
Georgia
$140K – – –
PCIA
1199
Prime Capital Investment Advisors
Kansas
$140K +$145K +1,661 New
AA
1200
AlphaMark Advisors
Kentucky
$137K -$11.6K -133 -8%
46 47
48
49 50