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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
726
SNS Financial Group
Minnesota
$513K +$89.6K +1,246 +22%
RT
727
Reliance Trust
Georgia
$509K -$172K -2,393 -26%
FT
728
Fiduciary Trust
Massachusetts
$509K -$3.6K -50 -0.7%
PFSC
729
Peoples Financial Services Corp
Pennsylvania
$508K +$11.9K +166 +2%
1SB
730
1ST Source Bank
Indiana
$499K -$48.9K -680 -9%
EWM
731
Evermay Wealth Management
Virginia
$492K +$137K +1,903 +40%
HVIA
732
Hudson Valley Investment Advisors
New York
$491K +$9.71K +135 +2%
WRM
733
Westport Resources Management
Connecticut
$488K – – –
BC
734
Burney Company
Virginia
$485K -$210K -2,916 -31%
PRCM
735
Pine River Capital Management
Minnesota
$482K +$468K +6,500 New
BFC
736
Blue Fin Capital
Rhode Island
$480K +$38.4K +534 +9%
CPSAC
737
Chas P. Smith & Associates (CPS)
Florida
$472K -$1.04M -14,435 -69%
FMW
738
Farr Miller & Washington
District of Columbia
$469K – – –
KC
739
Kingfisher Capital
North Carolina
$466K +$10.4K +144 +2%
KFC
740
Klingenstein Fields & Co
New York
$465K +$96.8K +1,346 +27%
MCM
741
Marathon Capital Management
Maryland
$453K -$28.7K -399 -6%
PG
742
PEAK6 Group
Illinois
$453K +$200K +2,780 +84%
HC
743
Hourglass Capital
Texas
$452K – – –
WTIM
744
Wilmington Trust Investment Management
Delaware
$450K -$57.5K -800 -12%
KS
745
Karpas Strategies
Connecticut
$450K – – –
ARMT
746
Amica Retiree Medical Trust
Rhode Island
$449K – – –
CCB
747
Cutter & Co Brokerage
Missouri
$447K -$7.41K -103 -2%
DWA
748
Douglass Winthrop Advisors
New York
$440K -$63.2K -878 -13%
FBC
749
Fairfield, Bush & Co
Connecticut
$436K +$387K +5,374 +1,075%
UBWV
750
United Bank (West Virginia)
West Virginia
$434K – – –
28 29
30
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