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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
AmeriServ Wealth Advisors
Pennsylvania
$389K +$407K +5,752 New
GIS
727
Guardian Investor Services
New York
$386K +$405K +5,724 New
CIC
728
Carnegie Investment Counsel
Ohio
$376K +$394K +5,578 New
BB
729
Busey Bank
Illinois
$373K +$391K +5,531 New
MC
730
Middleton & Co
Massachusetts
$371K +$388K +5,490 New
OA
731
Outfitter Advisors
Virginia
$363K +$380K +5,382 New
RMCM
732
Reynders McVeigh Capital Management
Massachusetts
$362K +$379K +5,363 New
BA
733
Bennicas & Associates
California
$361K +$378K +5,344 New
KB
734
Kimelman & Baird
New York
$360K +$376K +5,326 New
HVIA
735
Hudson Valley Investment Advisors
New York
$360K +$377K +5,335 New
RC
736
RegentAtlantic Capital
New Jersey
$356K +$373K +5,275 New
CCMG
737
Clark Capital Management Group
Pennsylvania
$354K +$370K +5,238 New
NCM
738
Narwhal Capital Management
Georgia
$353K +$369K +5,224 New
KS
739
Karpas Strategies
Connecticut
$351K +$367K +5,198 New
IH
740
IFC Holdings
Florida
$350K +$365K +5,163 New
RMDI
741
R.M. Davis Inc
Maine
$348K +$364K +5,154 New
GA
742
Geneva Advisors
Illinois
$346K +$363K +5,132 New
HCMT
743
Highland Capital Management (Tennessee)
Tennessee
$344K +$360K +5,100 New
AW
744
ACG Wealth
Georgia
$341K +$357K +5,051 New
AP
745
Advisor Partners
California
$341K +$357K +5,051 New
FIM
746
Friedberg Investment Management
Texas
$340K +$356K +5,032 New
PFS
747
Prospera Financial Services
Texas
$339K +$358K +5,070 New
BP
748
Banyan Partners
Florida
$335K +$350K +4,957 New
CFS
749
Community Financial System
New York
$334K +$349K +4,943 New
ACP
750
Aviance Capital Partners
Florida
$334K +$350K +4,948 New
28 29
30
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