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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
651
LVM Capital Management
Michigan
$704K – – –
FSC
652
Fiduciary Services Corp
Georgia
$695K -$34.5K -479 -5%
FWP
653
FAS Wealth Partners
Kansas
$692K +$24.6K +342 +4%
CIC
654
Crawford Investment Counsel
Georgia
$691K +$164K +2,285 +32%
RCAG
655
Rehmann Capital Advisory Group
Michigan
$689K +$1.65K +23 +0.2%
LWCFA
656
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$687K +$654K +9,095 +5,350%
PAM
657
Paradigm Asset Management
New York
$686K +$665K +9,250 New
WIC
658
Wilkins Investment Counsel
Massachusetts
$682K -$37.5K -522 -5%
CAM
659
Carret Asset Management
New York
$678K -$3.6K -50 -0.5%
CSIC
660
Clifford Swan Investment Counsel
California
$675K – – –
MFS
661
MSI Financial Services
Massachusetts
$674K +$143K +1,986 +28%
EWM
662
Endurance Wealth Management
Rhode Island
$673K -$1.73K -24 -0.3%
GC
663
Grimes & Company
Massachusetts
$672K +$3.45K +48 +0.5%
TWM
664
Torch Wealth Management
Ohio
$669K +$176K +2,452 +37%
SBH
665
Segall Bryant & Hamill
Illinois
$668K -$17.4K -242 -3%
IB
666
Intrust Bank
Kansas
$667K +$28.4K +395 +5%
VCM
667
Violich Capital Management
California
$654K +$63.6K +884 +11%
TIP
668
Torray Investment Partners
Maryland
$653K – – –
BRM
669
Boston Research & Management
Massachusetts
$651K – – –
SFSG
670
Stearns Financial Services Group
North Carolina
$650K +$59.7K +830 +10%
HRIA
671
Haberer Registered Investment Advisor
Ohio
$648K -$134K -1,866 -18%
CCM
672
Cadence Capital Management
Massachusetts
$647K -$2.13M -29,598 -77%
B
673
BancorpSouth
Mississippi
$646K -$5.9K -82 -0.9%
DP
674
Dearborn Partners
Illinois
$643K +$503 +7 +0.1%
GA
675
Geneva Advisors
Illinois
$642K +$44.6K +620 +8%
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