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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
676
Cape Cod Five Cents Savings Bank
Massachusetts
$606K +$21.2K +281 +3%
SSWM
677
Sheets Smith Wealth Management
North Carolina
$603K +$1.06K +14 +0.2%
LOAMS
678
Lombard Odier Asset Management (Switzerland)
Switzerland
$601K -$393K -5,202 -38%
LCM
679
LVM Capital Management
Michigan
$600K – – –
GHA
680
GW Henssler & Associates
Georgia
$597K -$2.04M -26,955 -76%
ST
681
Smithfield Trust
Pennsylvania
$597K -$26.2K -347 -4%
HTC
682
Haverford Trust Company
Pennsylvania
$597K +$37.9K +502 +6%
SFT
683
Simmons First Trust
Arkansas
$596K +$28.7K +380 +5%
FBT
684
First Bankers Trust
Kentucky
$595K -$8.54K -113 -1%
AIA
685
Arbor Investment Advisors
North Carolina
$595K -$1.21K -16 -0.2%
GA
686
Geneva Advisors
Illinois
$590K +$6.5K +86 +1%
BTNA
687
Bremer Trust National Association
Minnesota
$586K +$65K +860 +12%
AB
688
Atlas Brown
Kentucky
$582K +$54.6K +722 +10%
MA
689
MCF Advisors
Kentucky
$581K -$3.7K -49 -0.6%
PWP
690
Private Wealth Partners
California
$576K – – –
IH
691
IFC Holdings
Florida
$574K +$65K +860 +12%
WIC
692
Wilkins Investment Counsel
Massachusetts
$572K -$83.1K -1,100 -12%
HI
693
Hudock Inc
Pennsylvania
$571K +$1.97K +26 +0.3%
SFSG
694
Stearns Financial Services Group
North Carolina
$569K -$24.9K -329 -4%
RFS
695
Rockefeller Financial Services
New York
$566K -$440K -5,821 -42%
WTC
696
WhitTier Trust Company
Nevada
$566K -$237K -3,138 -28%
AR
697
Advisory Research
Illinois
$566K -$149K -1,974 -20%
CIC
698
Crawford Investment Counsel
Georgia
$565K -$109K -1,443 -15%
SACTSONJ
699
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$565K – – –
WSC
700
Wellington Shields & Co
New York
$561K +$30.8K +407 +5%
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28
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