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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
701
Albion Financial Group
Utah
$576K – – –
TF
702
Tompkins Financial
New York
$575K -$22.8K -313 -4%
CIC
703
Carnegie Investment Counsel
Ohio
$568K -$27.5K -377 -5%
LWCFA
704
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$566K -$124K -1,700 -18%
TCOV
705
Trust Company of Vermont
Vermont
$565K +$23.8K +326 +5%
HW
706
Hancock Whitney
Mississippi
$565K +$551K +7,556 New
HRIA
707
Haberer Registered Investment Advisor
Ohio
$560K -$91.1K -1,249 -14%
AIM
708
Aspen Investment Management
Michigan
$559K -$446K -6,116 -45%
VAM
709
Visium Asset Management
New York
$558K +$8.83K +121 +2%
AAC
710
Asset Advisors Corp
Georgia
$557K -$386K -5,296 -42%
AB
711
Atlas Brown
Kentucky
$554K -$70.6K -968 -12%
TBA
712
Tower Bridge Advisors
Pennsylvania
$554K – – –
FTC
713
Farmers Trust Company
Ohio
$553K -$2.41K -33 -0.4%
HTC
714
Haverford Trust Company
Pennsylvania
$551K – – –
RB
715
Rodgers Brothers
Pennsylvania
$538K -$60.6K -831 -10%
CK
716
Cohen Klingenstein
New York
$538K – – –
HVIA
717
Hudson Valley Investment Advisors
New York
$536K +$40.1K +550 +8%
WC
718
Whitnell & Co
Illinois
$534K – – –
BP
719
Banyan Partners
Florida
$528K -$1.34M -18,433 -72%
EWM
720
Evermay Wealth Management
Virginia
$527K +$29.9K +410 +6%
B
721
Bailard
California
$524K -$52.2K -715 -9%
CBU
722
CIBC Bank USA
Illinois
$521K -$68.8K -943 -12%
RNS
723
Robert N. Shapiro
$518K -$12K -165 -2%
FT
724
Fiduciary Trust
Massachusetts
$513K – – –
TSW
725
Thompson Siegel & Walmsley
Virginia
$506K +$128K +1,752 +35%
27 28
29
30 31