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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1326
CSat Investment Advisory
Michigan
$144K +$20.8K +226 +15%
SIM
1327
Sonora Investment Management
Arizona
$140K -$27.1K -295 -15%
CAM
1328
Cacti Asset Management
Georgia
$139K – – –
KTC
1329
Kistler-Tiffany Companies
Pennsylvania
$139K – – –
LWM
1330
Liberty Wealth Management
California
$138K +$22K +239 +16%
WAM
1331
Wolverine Asset Management
Illinois
$138K +$157K +1,714 New
AS
1332
Altshuler Shaham
Israel
$132K -$127K -1,378 -46%
TFA
1333
Toth Financial Advisory
Virginia
$129K +$10.3K +112 +8%
RFA
1334
Reilly Financial Advisors
California
$128K +$3.21K +35 +2%
HIA
1335
Harbor Investment Advisory
Maryland
$126K -$92 -1 -0.1%
FCM
1336
Firestone Capital Management
Florida
$126K – – –
ATC
1337
Adirondack Trust Company
New York
$126K +$3.67K +40 +3%
CTB
1338
Country Trust Bank
Illinois
$126K +$7.99K +87 +6%
BPSG
1339
Brookfield Public Securities Group
New York
$121K -$122K -1,327 -47%
CG
1340
Cutler Group
California
$120K +$136K +1,486 New
CF
1341
Centaurus Financial
California
$119K -$101K -1,104 -43%
LCC
1342
Lincoln Capital Corp
Rhode Island
$118K +$134K +1,461 New
CAN
1343
Claraphi Advisory Network
United States
$118K +$135K +1,465 New
AAP
1344
Arax Advisory Partners
Colorado
$117K -$64.4K -701 -33%
PCTC
1345
Perkins Coie Trust Company
Washington
$117K +$1.38K +15 +1%
DOA
1346
D'Orazio & Associates
Virginia
$116K -$546K -5,946 -81%
MCM
1347
MV Capital Management
Maryland
$116K +$77.6K +845 +145%
AA
1348
AlphaMark Advisors
Kentucky
$112K +$2.66K +29 +2%
TL
1349
TrueWealth LLC
Georgia
$111K -$3.58K -39 -3%
BCA
1350
Berman Capital Advisors
Georgia
$110K +$35.2K +383 +38%
52 53
54
55 56