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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
726
Kingfisher Capital
North Carolina
$505K +$34.8K +477 +8%
CPSAC
727
Chas P. Smith & Associates (CPS)
Florida
$502K +$25.5K +350 +6%
CCC
728
Chelsea Counsel Company
California
$501K -$19.4K -266 -4%
WIS
729
Wright Investors Service
Connecticut
$499K -$68.3K -936 -12%
1SB
730
1ST Source Bank
Indiana
$495K -$7.15K -98 -1%
PTC
731
Philadelphia Trust Company
Pennsylvania
$494K -$91.7K -1,257 -16%
PFSC
732
Peoples Financial Services Corp
Pennsylvania
$493K -$19.3K -264 -4%
EWM
733
Endurance Wealth Management
Rhode Island
$491K -$182K -2,500 -28%
WRM
734
Westport Resources Management
Connecticut
$491K – – –
BFC
735
Blue Fin Capital
Rhode Island
$489K +$4.89K +67 +1%
RT
736
Reliance Trust
Georgia
$488K -$24.4K -334 -5%
AB
737
AT Bancorp
Iowa
$481K -$49.4K -677 -10%
CCT
738
Country Club Trust
Missouri
$479K +$84.4K +1,157 +22%
NES
739
New England Securities
New York
$474K -$43.3K -594 -9%
KFC
740
Klingenstein Fields & Co
New York
$470K +$1.46K +20 +0.3%
FHC
741
First Houston Capital
Texas
$464K +$80.1K +1,098 +22%
WSC
742
Wellington Shields & Co
New York
$463K -$96.8K -1,327 -18%
HB
743
Homrich & Berg
Georgia
$463K +$39.7K +544 +10%
FBC
744
Fairfield, Bush & Co
Connecticut
$457K +$17K +233 +4%
HC
745
Hourglass Capital
Texas
$455K – – –
KS
746
Karpas Strategies
Connecticut
$454K – – –
ACP
747
Aviance Capital Partners
Florida
$453K +$32.5K +445 +8%
ARMT
748
Amica Retiree Medical Trust
Rhode Island
$452K – – –
CCB
749
Cutter & Co Brokerage
Missouri
$451K – – –
MCM
750
Marathon Capital Management
Maryland
$450K -$6.06K -83 -1%
28 29
30
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