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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
676
Stonebridge Capital Advisors
Minnesota
$975K +$91.3K +1,187 +11%
ZIC
677
ZWJ Investment Counsel
Georgia
$972K -$19.2K -250 -2%
SNT
678
Security National Trust
West Virginia
$970K -$173K -2,244 -15%
BCM
679
BTR Capital Management
California
$961K -$30.8K -400 -3%
AIA
680
Arbor Investment Advisors
North Carolina
$960K +$615 +8 +0.1%
HTC
681
Haverford Trust Company
Pennsylvania
$959K -$29.9K -389 -3%
BTNA
682
Bremer Trust National Association
Minnesota
$959K +$488K +6,349 +110%
IC
683
InterOcean Capital
Illinois
$954K +$11.6K +151 +1%
WT
684
Whittier Trust
California
$949K -$3.85K -50 -0.4%
WS
685
Wedbush Securities
California
$943K -$26.8K -349 -3%
First Manhattan
686
First Manhattan
New York
$940K -$26.8K -349 -3%
HA
687
Hamel Associates
New Jersey
$937K
PAS
688
Park Avenue Securities
New York
$937K +$227K +2,948 +33%
DTL
689
Dynamic Technology Lab
Singapore
$934K +$908K +11,810 New
WJA
690
Williams Jones & Associates
New York
$928K -$88.7K -1,153 -9%
LFR
691
Lehman Financial Resources
Pennsylvania
$927K
AA
692
ALPS Advisors
Colorado
$914K +$99.4K +1,292 +13%
WIS
693
Wright Investors Service
Connecticut
$912K -$2.31K -30 -0.3%
TA
694
Tiedemann Advisors
New York
$910K -$1.32M -17,110 -60%
OPCM
695
Osborne Partners Capital Management
California
$905K -$33.5K -435 -4%
WP
696
WealthPLAN Partners
Nebraska
$905K +$24.9K +324 +3%
TAM
697
Tiverton Asset Management
Delaware
$902K +$663K +8,624 +310%
IBOK
698
Independence Bank of Kentucky
Kentucky
$894K +$4.92K +64 +0.6%
CPIA
699
Cornell Pochily Investment Advisors
New York
$894K +$7.38K +96 +0.9%
DBRC
700
D.B. Root & Company
Pennsylvania
$887K +$10.9K +142 +1%