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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
651
Rodgers Brothers
Pennsylvania
$1M -$18.3K -226 -2%
EWA
652
EP Wealth Advisors
California
$999K +$1.01M +12,478 New
PWW
653
Pettyjohn Wood & White
Virginia
$998K -$809 -10 -0.1%
ACI
654
Alpha Cubed Investments
California
$983K +$557K +6,889 +138%
EWM
655
Evermay Wealth Management
Virginia
$975K -$49.1K -607 -5%
FTIOP
656
Fiduciary Trust International of Pennsylvania
Pennsylvania
$974K -$13.2K -163 -1%
NB
657
Northwest Bancshares
Pennsylvania
$974K +$100K +1,242 +11%
BCM
658
BTR Capital Management
California
$973K – – –
WIS
659
Wright Investors Service
Connecticut
$971K +$49K +606 +5%
UCMOK
660
United Capital Management of KS
Kansas
$966K +$975K +12,059 New
GBT
661
Grove Bank & Trust
Florida
$963K -$98.3K -1,215 -9%
FANJ
662
Financial Architects (New Jersey)
New Jersey
$960K -$87.9K -1,087 -8%
WT
663
Whittier Trust
California
$960K – – –
SNT
664
Security National Trust
West Virginia
$957K -$25K -309 -3%
HTC
665
Haverford Trust Company
Pennsylvania
$954K -$17K -210 -2%
LFR
666
Lehman Financial Resources
Pennsylvania
$954K +$16.2K +200 +2%
HA
667
Hamel Associates
New Jersey
$946K -$2.67K -33 -0.3%
EB
668
Eastern Bank
Massachusetts
$943K -$2.65M -32,803 -74%
IRF
669
IBM Retirement Fund
New York
$943K -$141K -1,740 -13%
AWCI
670
Alpine Woods Capital Investors
New York
$932K +$647K +8,000 +219%
TA
671
Tiedemann Advisors
New York
$925K +$3.64K +45 +0.4%
OPCM
672
Osborne Partners Capital Management
California
$925K +$9.54K +118 +1%
NIT
673
NumerixS Investment Technologies
British Columbia, Canada
$924K -$61.5K -760 -6%
DBRC
674
D.B. Root & Company
Pennsylvania
$923K +$26K +322 +3%
CPIA
675
Cornell Pochily Investment Advisors
New York
$909K +$5.01K +62 +0.5%
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