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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
726
Haverford Trust Company
Pennsylvania
$580K -$34.4K -426 -6%
GT
727
Glenview Trust
Kentucky
$580K +$560K +6,943 New
B
728
Bailard
California
$577K -$7.9K -98 -1%
PG
729
Patten Group
Tennessee
$572K +$552K +6,844 New
BFC
730
Blue Fin Capital
Rhode Island
$571K +$24.2K +300 +5%
FT
731
Fiduciary Trust
Massachusetts
$568K -$5.48K -68 -1%
WIS
732
Wright Investors Service
Connecticut
$568K +$10.1K +125 +2%
EWM
733
Evermay Wealth Management
Virginia
$566K -$22.3K -277 -4%
MAP
734
Managed Asset Portfolios
Michigan
$562K -$327K -4,060 -38%
RT
735
Reliance Trust
Georgia
$559K +$13.5K +167 +3%
NES
736
New England Securities
New York
$555K +$24.4K +303 +5%
ATC
737
Argent Trust Company
Louisiana
$554K -$135K -1,677 -20%
CCC
738
Chelsea Counsel Company
California
$551K -$8.06K -100 -1%
PFSC
739
Peoples Financial Services Corp
Pennsylvania
$551K
EWM
740
Endurance Wealth Management
Rhode Island
$549K
WRM
741
Westport Resources Management
Connecticut
$549K
LNWWM
742
Laird Norton Wetherby Wealth Management
California
$549K +$66.7K +827 +14%
WT
743
Washington Trust
Rhode Island
$549K +$70.8K +878 +15%
FNB
744
First Niagara Bank
New York
$545K -$295K -3,655 -36%
Mackenzie Financial
745
Mackenzie Financial
Ontario, Canada
$545K +$292K +3,618 +124%
CPSAC
746
Chas P. Smith & Associates (CPS)
Florida
$544K -$16.1K -200 -3%
RNS
747
Robert N. Shapiro
$540K -$36.9K -457 -7%
IH
748
IFC Holdings
Florida
$538K +$42.2K +523 +9%
AB
749
AT Bancorp
Iowa
$537K
EPM
750
Equitec Proprietary Markets
Illinois
$533K +$515K +6,385 New