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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1326
Atwood & Palmer
Missouri
$129K – – –
EIP
1327
Ellis Investment Partners
Pennsylvania
$126K +$910 +10 +0.8%
CIA
1328
CSat Investment Advisory
Michigan
$126K +$14.8K +163 +14%
AWM
1329
AllSquare Wealth Management
New York
$124K – – –
CLOS
1330
Compagnie Lombard Odier SCmA
Switzerland
$120K +$68.3K +751 +151%
RE
1331
RBC Europe
United Kingdom
$118K – – –
SAM
1332
Shamrock Asset Management
Texas
$114K -$19.4K -213 -15%
WB
1333
Webster Bank
Connecticut
$114K +$78.3K +860 +261%
AIM
1334
Advantage Investment Management
Iowa
$113K – – –
WC
1335
Whitnell & Co
Illinois
$113K +$38.9K +427 +57%
AJ
1336
Ashburton (Jersey)
Jersey
$107K – – –
OFS
1337
Orrstown Financial Services
Pennsylvania
$105K – – –
SBL
1338
Sargent Bickham Lagudis
Colorado
$104K +$273 +3 +0.3%
RA
1339
Rational Advisors
New York
$102K +$33.6K +369 +53%
NPP
1340
New Potomac Partners
Maryland
$101K – – –
RFA
1341
Reilly Financial Advisors
California
$101K – – –
PI
1342
PineBridge Investments
New York
$100K -$728 -8 -0.8%
TF
1343
TimeScale Financial
Massachusetts
$99K -$18.9K -208 -17%
GWS
1344
Glassman Wealth Services
Virginia
$98K +$51.9K +570 +127%
TWA
1345
TCI Wealth Advisors
Arizona
$98K +$56.1K +617 +150%
BAMG
1346
Brand Asset Management Group
Missouri
$97K – – –
GSWM
1347
Golden State Wealth Management
California
$97K +$41.7K +458 +82%
QCMC
1348
Quantum Capital Management (California)
California
$97K +$91.8K +1,009 New
BCA
1349
Berman Capital Advisors
Georgia
$95K +$455 +5 +0.5%
IRC
1350
Investors Research Corp
Georgia
$88K – – –
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