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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LFR
651
Lehman Financial Resources
Pennsylvania
$928K -$40.7K -492 -4%
ACP
652
Ashfield Capital Partners
California
$928K – – –
CPSAC
653
Chas P. Smith & Associates (CPS)
Florida
$925K +$551K +6,656 +117%
SSWM
654
Sheets Smith Wealth Management
North Carolina
$914K +$106K +1,274 +13%
HW
655
Hancock Whitney
Mississippi
$912K +$42.8K +517 +5%
TTWM
656
TCV Trust & Wealth Management
Virginia
$909K -$7.04K -85 -0.7%
FIM
657
Fruth Investment Management
Texas
$900K +$37.5K +453 +4%
SC
658
Savant Capital
Illinois
$898K -$27.3K -330 -3%
EGM
659
Engineers Gate Manager
New York
$893K +$924K +11,162 New
AWM
660
Altavista Wealth Management
North Carolina
$891K -$580 -7 -0.1%
CAM
661
Carret Asset Management
New York
$889K +$108K +1,300 +13%
ACS
662
Archford Capital Strategies
Illinois
$888K -$25.5K -308 -3%
SPC
663
Sigma Planning Corp
Michigan
$878K -$81.3K -982 -8%
HT
664
HighTower Trust
Texas
$873K – – –
CONA
665
Capital One National Association
New York
$872K +$17.6K +212 +2%
HB
666
Homrich & Berg
Georgia
$870K +$83 +1 +0%
FFBTD
667
First Financial Bank - Trust Division
Ohio
$865K +$5.22K +63 +0.6%
DIP
668
DT Investment Partners
Pennsylvania
$863K +$41.7K +504 +5%
MHIC
669
Marble Harbor Investment Counsel
Massachusetts
$859K -$14.4K -174 -2%
VCM
670
Violich Capital Management
California
$855K – – –
CC
671
Cadinha & Co
Hawaii
$848K -$8.28K -100 -0.9%
W
672
Wealthfront
California
$848K +$134K +1,614 +18%
MMPW
673
Mitchell McLeod Pugh & Williams
Alabama
$845K +$331 +4 +0%
FCBT
674
First Citizens Bank & Trust
North Carolina
$842K -$96.2K -1,161 -10%
FG
675
Fiduciary Group
Georgia
$840K -$7.62K -92 -0.9%
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