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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
651
Quantitative Investment Management
Virginia
$952K +$893K +11,800 New
SSWM
652
Sheets Smith Wealth Management
North Carolina
$941K +$263K +3,478 +43%
MAM
653
Meeder Asset Management
Ohio
$938K +$881K +11,638 New
TTWM
654
TCV Trust & Wealth Management
Virginia
$936K +$2.57K +34 +0.3%
BFM
655
Boothbay Fund Management
New York
$934K -$31.9K -421 -4%
FCBT
656
First Citizens Bank & Trust
North Carolina
$933K -$18K -238 -2%
SPC
657
Sigma Planning Corp
Michigan
$929K +$49K +648 +6%
ACS
658
Archford Capital Strategies
Illinois
$917K +$8.1K +107 +1%
MHIC
659
Marble Harbor Investment Counsel
Massachusetts
$913K – – –
SI
660
SII Investments
Wisconsin
$912K +$391K +5,163 +83%
SC
661
Savant Capital
Illinois
$910K +$39.4K +520 +5%
OIA
662
Optimum Investment Advisors
Illinois
$905K +$60.8K +804 +8%
FFBTD
663
First Financial Bank - Trust Division
Ohio
$903K -$43.6K -576 -5%
HTC
664
Haverford Trust Company
Pennsylvania
$903K +$50.8K +671 +6%
ACP
665
Ashfield Capital Partners
California
$901K +$144K +1,900 +20%
FFC
666
First Financial Corp
Indiana
$893K -$75.4K -996 -8%
WA
667
WBH Advisory
Maryland
$893K -$2.5K -33 -0.3%
BAC
668
Boys Arnold & Co
North Carolina
$890K -$2.25M -29,670 -73%
MAM
669
Martingale Asset Management
Massachusetts
$884K -$931K -12,300 -53%
FIM
670
Fruth Investment Management
Texas
$884K -$5K -66 -0.6%
WS
671
Wedbush Securities
California
$882K -$451K -5,962 -35%
CICI
672
Capital Investment Counsel Inc
North Carolina
$882K -$530 -7 -0.1%
CAM
673
Cypress Asset Management
Texas
$881K +$31.6K +417 +4%
HT
674
HighTower Trust
Texas
$880K -$36.9K -487 -4%
ACP
675
Aviance Capital Partners
Florida
$877K -$94.8K -1,253 -10%
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