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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
726
Outfitter Advisors
Virginia
$363K +$380K +5,382 New
RMCM
727
Reynders McVeigh Capital Management
Massachusetts
$362K +$379K +5,363 New
BA
728
Bennicas & Associates
California
$361K +$378K +5,344 New
KB
729
Kimelman & Baird
New York
$360K +$376K +5,326 New
HVIA
730
Hudson Valley Investment Advisors
New York
$360K +$377K +5,335 New
RC
731
RegentAtlantic Capital
New Jersey
$356K +$373K +5,275 New
CCMG
732
Clark Capital Management Group
Pennsylvania
$354K +$370K +5,238 New
NCM
733
Narwhal Capital Management
Georgia
$353K +$369K +5,224 New
KS
734
Karpas Strategies
Connecticut
$351K +$367K +5,198 New
IH
735
IFC Holdings
Florida
$350K +$365K +5,163 New
RMDI
736
R.M. Davis Inc
Maine
$348K +$364K +5,154 New
GA
737
Geneva Advisors
Illinois
$346K +$363K +5,132 New
HCMT
738
Highland Capital Management (Tennessee)
Tennessee
$344K +$360K +5,100 New
AW
739
ACG Wealth
Georgia
$341K +$357K +5,051 New
AP
740
Advisor Partners
California
$341K +$357K +5,051 New
FIM
741
Friedberg Investment Management
Texas
$340K +$356K +5,032 New
PFS
742
Prospera Financial Services
Texas
$339K +$358K +5,070 New
BP
743
Banyan Partners
Florida
$335K +$350K +4,957 New
CFS
744
Community Financial System
New York
$334K +$349K +4,943 New
ACP
745
Aviance Capital Partners
Florida
$334K +$350K +4,948 New
WDA
746
Wendell David Associates
New Hampshire
$333K +$346K +4,893 New
KFS
747
KMS Financial Services
Washington
$333K +$349K +4,932 New
BFO
748
Boston Family Office
Massachusetts
$332K +$348K +4,919 New
FHC
749
First Heartland Consultants
Missouri
$328K +$344K +4,865 New
FIM
750
Freedom Investment Management
Connecticut
$326K +$342K +4,832 New
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30
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