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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Strategy Asset Managers
California
$514K +$15.8K +227 +3%
CK
727
Cohen Klingenstein
New York
$513K – – –
WC
728
Whitnell & Co
Illinois
$509K – – –
MFS
729
MSI Financial Services
Massachusetts
$506K +$29.1K +418 +6%
TSW
730
Thompson Siegel & Walmsley
Virginia
$505K +$61.5K +883 +14%
TRCT
731
Tower Research Capital (TRC)
New York
$505K +$319K +4,574 +182%
MYLI
732
Meiji Yasuda Life Insurance
Japan
$504K -$14.8K -213 -3%
OIA
733
Optimum Investment Advisors
Illinois
$502K -$7.11K -102 -1%
CIC
734
Crawford Investment Counsel
Georgia
$501K – – –
SC
735
Schulhoff & Co
Ohio
$497K – – –
WIS
736
Wright Investors Service
Connecticut
$494K -$20.9K -300 -4%
M
737
MOTCO
Texas
$492K -$70.8K -1,016 -13%
FT
738
Fiduciary Trust
Massachusetts
$492K -$25.4K -365 -5%
WTIM
739
Wilmington Trust Investment Management
Delaware
$489K -$390K -5,600 -45%
DWA
740
Douglass Winthrop Advisors
New York
$485K – – –
PFSC
741
Peoples Financial Services Corp
Pennsylvania
$477K – – –
WRM
742
Westport Resources Management
Connecticut
$468K -$1.11M -15,938 -71%
TWM
743
Torch Wealth Management
Ohio
$468K – – –
WCM
744
Windsor Capital Management
Arizona
$464K +$8.16K +117 +2%
MCM
745
Marathon Capital Management
Maryland
$463K -$29K -416 -6%
HVIA
746
Hudson Valley Investment Advisors
New York
$462K -$11K -158 -2%
NES
747
New England Securities
New York
$455K -$32.3K -464 -7%
FMW
748
Farr Miller & Washington
District of Columbia
$451K +$34.8K +499 +9%
PIA
749
Peachtree Investment Advisors
Georgia
$440K +$2.44K +35 +0.6%
AB
750
AT Bancorp
Iowa
$438K -$6.48K -93 -1%
28 29
30
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