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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1251
Tradewinds Capital Management
Washington
$184K +$88 +1 +0%
TPWA
1252
TRUE Private Wealth Advisors
Oregon
$183K +$184K +2,083 New
SWP
1253
Strategic Wealth Partners
Ohio
$182K -$44.8K -507 -20%
MCA
1254
Mercer Capital Advisers
New Jersey
$181K – – –
KTC
1255
Kistler-Tiffany Companies
Pennsylvania
$180K +$354 +4 +0.2%
WEC
1256
Winslow Evans & Crocker
Massachusetts
$178K -$23.5K -266 -12%
CBT
1257
Central Bank & Trust
Kentucky
$176K – – –
BAM
1258
Barrett Asset Management
New York
$176K +$2.3K +26 +1%
SIS
1259
Sound Income Strategies
Florida
$174K -$1.77K -20 -1%
PB
1260
Pinnacle Bancorp
Nebraska
$173K – – –
CF
1261
Centaurus Financial
California
$170K +$156K +1,766 +1,070%
LWM
1262
Liberty Wealth Management
California
$167K +$42.8K +484 +34%
SFSIG
1263
San Francisco Sentry Investment Group
California
$161K – – –
YWP
1264
YorkBridge Wealth Partners
New York
$160K – – –
PGAM
1265
Princeton Global Asset Management
New Jersey
$159K -$35.4K -400 -18%
HFM
1266
Hartford Financial Management
Connecticut
$155K – – –
NB
1267
Nicolet Bankshares
Wisconsin
$154K – – –
WAP
1268
Wealthcare Advisory Partners
Pennsylvania
$154K +$5.3K +60 +4%
VCM
1269
Versant Capital Management
Arizona
$148K -$75.7K -856 -34%
CAM
1270
Cacti Asset Management
Georgia
$148K – – –
AF
1271
Advisornet Financial
Minnesota
$148K +$61.1K +691 +70%
WPA
1272
West Paces Advisors
Georgia
$146K – – –
AWM
1273
Avior Wealth Management
Nebraska
$146K -$59.1K -669 -29%
H
1274
Hexavest
Quebec, Canada
$143K -$28.9M -326,480 -100%
HS
1275
Horan Securities
United States
$139K – – –
49 50
51
52 53