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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
701
Segall Bryant & Hamill
Illinois
$676K -$15.2K -188 -2%
BHWM
702
Bar Harbor Wealth Management
New Hampshire
$672K -$1.69K -21 -0.3%
HI
703
Hudock Inc
Pennsylvania
$671K +$1.77K +22 +0.3%
SACTSONJ
704
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$668K – – –
SC
705
Schulhoff & Co
Ohio
$666K – – –
GP
706
Girard Partners
Pennsylvania
$664K -$57.7K -715 -8%
CPA
707
Cowen Prime Advisors
New York
$660K – – –
BW
708
Bison Wealth
Georgia
$655K +$632K +7,837 New
AFG
709
Albion Financial Group
Utah
$644K – – –
TCOV
710
Trust Company of Vermont
Vermont
$641K +$8.95K +111 +1%
WSC
711
Wellington Shields & Co
New York
$636K +$115K +1,420 +23%
NFG
712
Next Financial Group
Texas
$633K -$632K -7,832 -51%
LWCFA
713
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$632K – – –
CIC
714
Carnegie Investment Counsel
Ohio
$629K -$14.1K -175 -2%
AIM
715
Aspen Investment Management
Michigan
$620K -$4.03K -50 -0.7%
TF
716
Tompkins Financial
New York
$612K -$29.9K -371 -5%
HW
717
Hancock Whitney
Mississippi
$609K -$21.4K -265 -4%
TBA
718
Tower Bridge Advisors
Pennsylvania
$607K -$10.7K -133 -2%
GC
719
Grimes & Company
Massachusetts
$606K -$134K -1,664 -19%
CK
720
Cohen Klingenstein
New York
$601K – – –
CC
721
Cadinha & Co
Hawaii
$599K +$578K +7,165 New
HVIA
722
Hudson Valley Investment Advisors
New York
$597K -$2.26K -28 -0.4%
WC
723
Whitnell & Co
Illinois
$597K – – –
1SB
724
1ST Source Bank
Indiana
$593K +$37.7K +468 +7%
PTC
725
Philadelphia Trust Company
Pennsylvania
$593K +$39.5K +490 +7%
27 28
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