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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1201
Cable Hill Partners
Oregon
$198K -$71.4K -839 -27%
SWA
1202
Sutton Wealth Advisors
Florida
$198K – – –
DBT
1203
Dubuque Bank & Trust
Iowa
$194K +$42.2K +496 +28%
KTC
1204
Kistler-Tiffany Companies
Pennsylvania
$190K -$14K -165 -7%
SIS
1205
Sound Income Strategies
Florida
$188K +$118K +1,381 +172%
MCM
1206
Manchester Capital Management
Vermont
$186K – – –
CBT
1207
Capital Bank & Trust
California
$184K -$18.7K -220 -9%
AIM
1208
Assured Investment Management
New York
$184K +$181K +2,129 New
AAP
1209
Arax Advisory Partners
Colorado
$180K -$63.2K -742 -26%
TCM
1210
Tradewinds Capital Management
Washington
$180K -$12.7K -149 -7%
MCA
1211
Mercer Capital Advisers
New Jersey
$177K – – –
CBT
1212
Central Bank & Trust
Kentucky
$175K – – –
WEC
1213
Winslow Evans & Crocker
Massachusetts
$174K – – –
GLI
1214
Guardian Life Insurance
New York
$174K +$766 +9 +0.4%
EDRH
1215
Edmond de Rothschild Holding
Switzerland
$171K – – –
TFA
1216
Transamerica Financial Advisors
Florida
$171K +$167K +1,961 +10,894%
BAM
1217
Barrett Asset Management
New York
$170K – – –
PB
1218
Pinnacle Bancorp
Nebraska
$169K +$166K +1,956 New
KA
1219
Kaizen Advisory
Illinois
$166K +$32.9K +386 +25%
NB
1220
Nicolet Bankshares
Wisconsin
$160K – – –
YWP
1221
YorkBridge Wealth Partners
New York
$157K – – –
TRCT
1222
Tower Research Capital (TRC)
New York
$156K -$78.8K -926 -34%
AF
1223
Arrow Financial
New York
$155K -$17K -200 -10%
RFA
1224
Reilly Financial Advisors
California
$155K +$13.1K +154 +9%
HFM
1225
Hartford Financial Management
Connecticut
$152K +$11.2K +131 +8%
47 48
49
50 51