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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
701
Albion Financial Group
Utah
$554K – – –
BHWM
702
Bar Harbor Wealth Management
New Hampshire
$551K -$2.82K -39 -0.5%
CCA
703
Checchi Capital Advisers
California
$548K +$33.8K +467 +7%
AB
704
Atlas Brown
Kentucky
$534K -$25.9K -358 -5%
NFG
705
Next Financial Group
Texas
$532K -$13.3K -183 -2%
IB
706
Intrust Bank
Kansas
$524K -$183K -2,523 -26%
SC
707
Schulhoff & Co
Ohio
$523K -$22.6K -312 -4%
MIM
708
Montgomery Investment Management
Maryland
$522K -$339K -4,687 -39%
SBH
709
Segall Bryant & Hamill
Illinois
$522K -$18.9K -261 -3%
GC
710
Grimes & Company
Massachusetts
$522K – – –
LNWWM
711
Laird Norton Wetherby Wealth Management
California
$521K +$20.2K +279 +4%
AIM
712
Aspen Investment Management
Michigan
$520K -$7.24K -100 -1%
TF
713
Tompkins Financial
New York
$520K – – –
CK
714
Cohen Klingenstein
New York
$518K – – –
FIM
715
Freedom Investment Management
Connecticut
$516K +$285K +3,933 +88%
HB
716
Homrich & Berg
Georgia
$510K +$54.5K +753 +12%
CIC
717
Crawford Investment Counsel
Georgia
$506K -$69.9K -966 -12%
NAMA
718
Nikko Asset Management Americas
New York
$502K – – –
GHA
719
GW Henssler & Associates
Georgia
$501K -$108K -1,494 -18%
BCM
720
Boltwood Capital Management
California
$500K +$503K +6,945 New
WTC
721
WhitTier Trust Company
Nevada
$498K -$79.6K -1,100 -14%
CT
722
Coastline Trust
Rhode Island
$492K – – –
DSC
723
Duncker Streett & Co
Missouri
$492K +$104K +1,440 +27%
CI
724
Capital Innovations
Wisconsin
$488K +$10.1K +140 +2%
FWM
725
Frontier Wealth Management
Missouri
$487K +$86.7K +1,198 +22%
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