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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1176
Centersquare Investment Management
Pennsylvania
$122K +$121K +1,570 New
BFEC
1177
Benjamin F. Edwards & Company
Missouri
$121K +$80.2K +1,037 +198%
NIM
1178
NuWave Investment Management
New Jersey
$115K -$736K -9,517 -87%
CFD
1179
Creative Financial Designs
Indiana
$113K -$136K -1,753 -55%
AIS
1180
AlphaOne Investment Services
Pennsylvania
$113K +$113K +1,465 New
CIP
1181
Convergence Investment Partners
Florida
$107K +$106K +1,376 New
RFA
1182
Reilly Financial Advisors
California
$106K -$72K -931 -41%
AA
1183
AlphaMark Advisors
Kentucky
$105K -$21.2K -274 -17%
AP
1184
Atwood & Palmer
Missouri
$104K +$84.7K +1,096 +435%
NCM
1185
Nelson Capital Management
California
$103K – – –
WAP
1186
Wealthcare Advisory Partners
Pennsylvania
$99K -$33.2K -430 -25%
PCTC
1187
Perkins Coie Trust Company
Washington
$99K – – –
BWM
1188
Baystate Wealth Management
Massachusetts
$96K – – –
ATC
1189
Adirondack Trust Company
New York
$96K +$10.8K +140 +13%
RE
1190
RBC Europe
United Kingdom
$95K – – –
PGWM
1191
Parisi Gray Wealth Management
New Jersey
$92K – – –
JAM
1192
Jolley Asset Management
North Carolina
$92K +$618 +8 +0.7%
MIP
1193
Mondrian Investment Partners
United Kingdom
$92K +$55.1K +713 +166%
TL
1194
TrueWealth LLC
Georgia
$91K -$2.63K -34 -3%
HS
1195
Horan Securities
United States
$89K – – –
GTAM
1196
Global Trust Asset Management
Florida
$87K -$18.8K -243 -18%
TFA
1197
Toth Financial Advisory
Virginia
$85K – – –
LWCFA
1198
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$81K -$147K -1,902 -65%
MCM
1199
Mainstay Capital Management
Michigan
$81K -$77 -1 -0.1%
NPP
1200
New Potomac Partners
Maryland
$81K – – –
46 47
48
49 50