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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
726
1ST Source Bank
Indiana
$453K -$105K -1,505 -19%
UAS
727
United Asset Strategies
New York
$453K +$161K +2,305 +54%
TWM
728
Torch Wealth Management
Ohio
$453K +$460K +6,566 New
NIM
729
NuWave Investment Management
New Jersey
$452K +$452K +6,455 +7,420%
BP
730
Banyan Partners
Florida
$450K +$143K +2,048 +46%
WCM
731
Windsor Capital Management
Arizona
$441K -$60.8K -869 -12%
AB
732
AT Bancorp
Iowa
$431K -$12.5K -179 -3%
BAM
733
Barrett Asset Management
New York
$429K -$92.3K -1,319 -18%
TSW
734
Thompson Siegel & Walmsley
Virginia
$429K +$105K +1,500 +32%
LNWWM
735
Laird Norton Wetherby Wealth Management
California
$426K +$14K +200 +3%
CCB
736
Cutter & Co Brokerage
Missouri
$425K – – –
FMLI
737
Fukoku Mutual Life Insurance
Japan
$424K – – –
PIA
738
Peachtree Investment Advisors
Georgia
$424K +$430K +6,148 New
WT
739
Washington Trust
Rhode Island
$422K -$133K -1,903 -24%
HC
740
Hourglass Capital
Texas
$420K – – –
ARMT
741
Amica Retiree Medical Trust
Rhode Island
$417K +$423K +6,047 New
BHB
742
Bank Hapoalim BM
Israel
$414K +$420K +5,995 New
FWCM
743
Ferguson Wellman Capital Management
Oregon
$410K -$30.8K -440 -7%
HSA
744
HBK Sorce Advisory
Pennsylvania
$405K +$9.73K +139 +2%
BFC
745
Blue Fin Capital
Rhode Island
$405K +$410K +5,864 New
UBWV
746
United Bank (West Virginia)
West Virginia
$402K -$25K -357 -6%
FMW
747
Farr Miller & Washington
District of Columbia
$402K -$9.31K -133 -2%
BB
748
Busey Bank
Illinois
$402K +$15.4K +220 +4%
FCBT
749
First Citizens Bank & Trust
North Carolina
$401K -$4.63M -66,156 -92%
DCLA
750
Douglas C. Lane & Associates
New York
$401K -$201K -2,877 -33%
28 29
30
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