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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1651
Addison Advisors
Vermont
$142K +$104 +1 +0.1%
C
1652
Covestor
United Kingdom
$141K +$107K +1,030 +448%
CLOS
1653
Compagnie Lombard Odier SCmA
Switzerland
$140K – – –
WB
1654
West Bancorporation
Iowa
$140K +$39.5K +380 +44%
CSB
1655
City State Bank
Iowa
$136K – – –
AWM
1656
AllSquare Wealth Management
New York
$132K – – –
AWM
1657
Atticus Wealth Management
Florida
$130K – – –
BWM
1658
Baystate Wealth Management
Massachusetts
$128K -$10.8K -104 -8%
CM
1659
Cornerstone Management
Georgia
$125K +$312 +3 +0.3%
GAM
1660
Gemmer Asset Management
California
$125K +$27.8K +268 +31%
CAGAS
1661
Capital Advisory Group Advisory Services
Minnesota
$125K +$117K +1,122 New
IRAG
1662
Investment Research & Advisory Group
Georgia
$124K – – –
LS
1663
Leelyn Smith
Illinois
$124K – – –
AG
1664
AIA Group
Hong Kong
$122K -$1.04M -9,986 -90%
APF
1665
Alaska Permanent Fund
Alaska
$122K +$831 +8 +0.7%
DI
1666
Disciplined Investments
Oklahoma
$121K +$31.4K +302 +39%
MIFH
1667
Migdal Insurance & Financial Holdings
Israel
$120K +$6.23K +60 +6%
PGAM
1668
Princeton Global Asset Management
New Jersey
$118K – – –
JWM
1669
Janiczek Wealth Management
Colorado
$118K +$12.7K +122 +13%
WB
1670
Webster Bank
Connecticut
$114K – – –
PSB
1671
Piscataqua Savings Bank
New Hampshire
$112K -$4.36K -42 -4%
MFC
1672
Mechanics Financial Corp
Ohio
$112K – – –
SAM
1673
S.A. Mason
Michigan
$112K – – –
GCA
1674
Greenwood Capital Associates
South Carolina
$108K -$1.66M -16,025 -94%
PP
1675
Paloma Partners
Connecticut
$104K -$13.4M -129,115 -99%
65 66
67
68 69