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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
701
Advisor Partners
California
$491K +$118K +1,689 +31%
FQ
702
First Quadrant
California
$487K -$124K -1,766 -20%
PFC
703
Phocas Financial Corp
California
$485K -$29.7K -425 -6%
CIC
704
Crawford Investment Counsel
Georgia
$485K – – –
SC
705
Schulhoff & Co
Ohio
$482K – – –
SAM
706
Strategy Asset Managers
California
$482K +$52.4K +749 +12%
MCM
707
Marathon Capital Management
Maryland
$478K -$5.81K -83 -1%
NES
708
New England Securities
New York
$473K -$20.3K -290 -4%
KC
709
Kingfisher Capital
North Carolina
$471K +$88.7K +1,268 +23%
DWA
710
Douglass Winthrop Advisors
New York
$470K -$70.7K -1,010 -13%
CC
711
Cadinha & Co
Hawaii
$470K +$476K +6,807 New
SC
712
Saturna Capital
Washington
$468K – – –
TFA
713
Transamerica Financial Advisors
Florida
$462K +$123K +1,760 +36%
MFS
714
MSI Financial Services
Massachusetts
$461K -$537K -7,675 -53%
NCM
715
Novare Capital Management
North Carolina
$461K -$49K -700 -9%
PFSC
716
Peoples Financial Services Corp
Pennsylvania
$461K +$468K +6,688 New
HVIA
717
Hudson Valley Investment Advisors
New York
$459K -$5.25K -75 -1%
CCT
718
Country Club Trust
Missouri
$455K -$54.5K -778 -11%
BC
719
Burney Company
Virginia
$454K -$44.7K -638 -9%
PM
720
Parametrica Management
Hong Kong
$454K +$460K +6,573 New
1SB
721
1ST Source Bank
Indiana
$453K -$105K -1,505 -19%
UAS
722
United Asset Strategies
New York
$453K +$161K +2,305 +54%
TWM
723
Torch Wealth Management
Ohio
$453K +$460K +6,566 New
NIM
724
NuWave Investment Management
New Jersey
$452K +$452K +6,455 +7,420%
BP
725
Banyan Partners
Florida
$450K +$143K +2,048 +46%
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