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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
701
Haverford Trust Company
Pennsylvania
$611K +$82.3K +1,014 +15%
BHWM
702
Bar Harbor Wealth Management
New Hampshire
$609K -$9.25K -114 -1%
PP
703
Paloma Partners
Connecticut
$604K -$974K -12,001 -60%
EGM
704
Engineers Gate Manager
New York
$604K -$303K -3,734 -32%
AFG
705
Albion Financial Group
Utah
$592K – – –
CI
706
Capital Innovations
Wisconsin
$590K +$624K +7,685 New
GC
707
Grimes & Company
Massachusetts
$585K +$29.2K +360 +5%
SC
708
Schulhoff & Co
Ohio
$582K -$31.7K -390 -5%
WSC
709
Wellington Shields & Co
New York
$579K -$6.09K -75 -1%
SBH
710
Segall Bryant & Hamill
Illinois
$573K -$50.5K -622 -8%
BTNA
711
Bremer Trust National Association
Minnesota
$570K -$175K -2,160 -23%
SPC
712
Sigma Planning Corp
Michigan
$568K -$2.63M -32,346 -81%
AIM
713
Aspen Investment Management
Michigan
$566K -$4.06K -50 -0.7%
NFG
714
Next Financial Group
Texas
$560K -$22.6K -278 -4%
ATC
715
Argent Trust Co
Tennessee
$559K +$154K +1,895 +35%
TBA
716
Tower Bridge Advisors
Pennsylvania
$558K – – –
TSW
717
Thompson Siegel & Walmsley
Virginia
$558K +$20.3K +250 +4%
B
718
Bailard
California
$558K +$28.8K +355 +5%
TCOV
719
Trust Company of Vermont
Vermont
$556K -$34.7K -427 -6%
TF
720
Tompkins Financial
New York
$555K -$7.3K -90 -1%
WT
721
Washington Trust
Rhode Island
$555K +$52.5K +647 +10%
CK
722
Cohen Klingenstein
New York
$553K – – –
1SB
723
1ST Source Bank
Indiana
$553K +$8.52K +105 +1%
GP
724
Girard Partners
Pennsylvania
$548K -$65.3K -804 -10%
IH
725
IFC Holdings
Florida
$546K +$80.3K +989 +16%
27 28
29
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