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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
1251
Eagle Ridge Investment Management
Connecticut
$201K -$25K -283 -11%
CSM
1252
CAMG Solamere Management
North Carolina
$200K -$89.5K -1,013 -31%
ST
1253
Smithfield Trust
Pennsylvania
$200K +$48K +543 +32%
AAP
1254
Arax Advisory Partners
Colorado
$187K +$187K +2,116 New
GLI
1255
Guardian Life Insurance
New York
$185K – – –
TCM
1256
Tradewinds Capital Management
Washington
$184K +$88 +1 +0%
TPWA
1257
TRUE Private Wealth Advisors
Oregon
$183K +$184K +2,083 New
SWP
1258
Strategic Wealth Partners
Ohio
$182K -$44.8K -507 -20%
MCA
1259
Mercer Capital Advisers
New Jersey
$181K – – –
KTC
1260
Kistler-Tiffany Companies
Pennsylvania
$180K +$354 +4 +0.2%
WEC
1261
Winslow Evans & Crocker
Massachusetts
$178K -$23.5K -266 -12%
CBT
1262
Central Bank & Trust
Kentucky
$176K – – –
BAM
1263
Barrett Asset Management
New York
$176K +$2.3K +26 +1%
SIS
1264
Sound Income Strategies
Florida
$174K -$1.77K -20 -1%
PB
1265
Pinnacle Bancorp
Nebraska
$173K – – –
CF
1266
Centaurus Financial
California
$170K +$8.75K +99 +5%
LWM
1267
Liberty Wealth Management
California
$167K +$42.8K +484 +34%
SFSIG
1268
San Francisco Sentry Investment Group
California
$161K – – –
YWP
1269
YorkBridge Wealth Partners
New York
$160K – – –
PGAM
1270
Princeton Global Asset Management
New Jersey
$159K -$35.4K -400 -18%
HFM
1271
Hartford Financial Management
Connecticut
$155K – – –
NB
1272
Nicolet Bankshares
Wisconsin
$154K – – –
WAP
1273
Wealthcare Advisory Partners
Pennsylvania
$154K +$5.3K +60 +4%
VCM
1274
Versant Capital Management
Arizona
$148K -$75.7K -856 -34%
CAM
1275
Cacti Asset Management
Georgia
$148K – – –
49 50
51
52 53