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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1226
West Paces Advisors
Georgia
$152K – – –
SFSIG
1227
San Francisco Sentry Investment Group
California
$149K +$7.75K +91 +6%
IWP
1228
Icon Wealth Partners
Texas
$146K -$16.3K -191 -10%
CAM
1229
Cacti Asset Management
Georgia
$144K – – –
PAMU
1230
Pictet Asset Management (UK)
United Kingdom
$141K -$9.43M -110,817 -6%
SAM
1231
Shamrock Asset Management
Texas
$139K -$84.9K -997 -38%
ED
1232
Exane Derivatives
France
$136K +$135K +1,581 New
WAP
1233
Wealthcare Advisory Partners
Pennsylvania
$136K +$13K +153 +11%
LWM
1234
Liberty Wealth Management
California
$135K +$133K +1,565 New
HS
1235
Horan Securities
United States
$131K +$15.7K +184 +13%
ST
1236
Smithfield Trust
Pennsylvania
$122K -$293K -3,438 -71%
AP
1237
Atwood & Palmer
Missouri
$121K +$4.26K +50 +4%
CTB
1238
Country Trust Bank
Illinois
$121K +$84.6K +994 +243%
CA
1239
Claro Advisors
Massachusetts
$121K +$129K +1,512 New
CIM
1240
Centersquare Investment Management
Pennsylvania
$118K – – –
AA
1241
AlphaMark Advisors
Kentucky
$117K – – –
PCTC
1242
Perkins Coie Trust Company
Washington
$115K +$4K +47 +4%
BRC
1243
Bell Rock Capital
Delaware
$111K -$44.8K -526 -29%
AWM
1244
AllSquare Wealth Management
New York
$111K -$25.5K -300 -19%
ATC
1245
Adirondack Trust Company
New York
$111K +$6.72K +79 +7%
TFA
1246
Toth Financial Advisory
Virginia
$109K +$851 +10 +0.8%
BWM
1247
Baystate Wealth Management
Massachusetts
$108K +$85 +1 +0.1%
AWMF
1248
Arbor Wealth Management (Florida)
Florida
$106K +$105K +1,232 New
RE
1249
RBC Europe
United Kingdom
$106K – – –
AIM
1250
Advantage Investment Management
Iowa
$105K -$5.11K -60 -5%
48 49
50
51 52