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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ST
726
Smithfield Trust
Pennsylvania
$674K -$6.81K -90 -1%
CFN
727
Cordasco Financial Network
Florida
$672K -$750K -9,911 -54%
CSIC
728
Clifford Swan Investment Counsel
California
$670K -$5.75K -76 -0.9%
ZIC
729
ZWJ Investment Counsel
Georgia
$668K -$22.7K -300 -3%
BT
730
Beacon Trust
New Jersey
$666K -$9.69K -128 -2%
BRM
731
Boston Research & Management
Massachusetts
$665K – – –
CIMLRA
732
CBRE Investment Management Listed Real Assets
Pennsylvania
$662K +$621K +8,200 New
BKBG
733
BHF Kleinwort Benson Group
Belgium
$659K +$618K +8,173 New
CCFCSB
734
Cape Cod Five Cents Savings Bank
Massachusetts
$654K +$5.75K +76 +0.9%
SFSG
735
Stearns Financial Services Group
North Carolina
$653K +$7.79K +103 +1%
IP
736
Investment Partners
Ohio
$648K +$687K +9,077 New
AIA
737
Arbor Investment Advisors
North Carolina
$647K -$6.43K -85 -1%
SACTSONJ
738
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$645K – – –
WSC
739
Wellington Shields & Co
New York
$643K +$454 +6 +0.1%
CCA
740
Checchi Capital Advisers
California
$636K +$57.1K +754 +11%
WIC
741
Wilkins Investment Counsel
Massachusetts
$630K – – –
Connor, Clark & Lunn Investment Management (CC&L)
742
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$629K +$590K +7,800 New
ASN
743
Advisory Services Network
Georgia
$623K +$218K +2,884 +60%
AFG
744
Albion Financial Group
Utah
$622K – – –
LH
745
Lebenthal Holdings
New York
$621K -$70.1K -926 -11%
W
746
Wealthfront
California
$616K +$283K +3,739 +96%
BAM
747
Bruderman Asset Management
New York
$613K +$31.3K +413 +6%
PFSC
748
Peoples Financial Services Corp
Pennsylvania
$613K +$91.1K +1,204 +19%
MWAC
749
Mariner Wealth Advisors (Cincinnati)
Ohio
$613K +$137K +1,816 +31%
BHWM
750
Bar Harbor Wealth Management
New Hampshire
$612K -$16K -211 -3%