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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
726
Whitegate Investment Counselors
New Hampshire
$663K -$117K -1,416 -15%
SWM
727
SVA Wealth Management
Wisconsin
$657K -$58K -700 -8%
CSIC
728
Clifford Swan Investment Counsel
California
$657K -$7.7K -93 -1%
BT
729
Beacon Trust
New Jersey
$657K – – –
PAM
730
Paradigm Asset Management
New York
$656K +$679K +8,200 New
GP
731
Girard Partners
Pennsylvania
$655K +$6.05K +73 +0.9%
ASN
732
Advisory Services Network
Georgia
$655K +$27K +326 +4%
HCM
733
Hodges Capital Management
Texas
$654K -$127K -1,528 -16%
SSB
734
Sandy Spring Bank
Maryland
$652K -$37.3K -450 -5%
ZIC
735
ZWJ Investment Counsel
Georgia
$650K -$8.28K -100 -1%
CFN
736
Cordasco Financial Network
Florida
$642K – – –
SACTSONJ
737
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$640K – – –
OC
738
Oakworth Capital
Alabama
$635K -$36.6K -442 -5%
IWMPD
739
Integrated Wealth Management (Palm Desert)
California
$635K +$76.3K +921 +13%
NC
740
NewSquare Capital
Pennsylvania
$634K +$28.8K +348 +5%
AW
741
ACG Wealth
Georgia
$634K +$295K +3,556 +81%
FBT
742
First Bankers Trust
Kentucky
$632K – – –
SC
743
Schulhoff & Co
Ohio
$632K +$68.3K +825 +12%
EHWM
744
Eads & Heald Wealth Management
Georgia
$629K +$7.04K +85 +1%
CCA
745
Checchi Capital Advisers
California
$628K +$46K +556 +8%
CNC
746
Citizens & Northern Corp
Pennsylvania
$625K +$83 +1 +0%
WSC
747
Wellington Shields & Co
New York
$617K -$21.5K -260 -3%
PFSC
748
Peoples Financial Services Corp
Pennsylvania
$617K +$9.44K +114 +2%
BCM
749
Boltwood Capital Management
California
$617K +$33.1K +400 +5%
WIS
750
Wright Investors Service
Connecticut
$616K -$103K -1,243 -14%
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