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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
751
Wendell David Associates
New Hampshire
$333K +$346K +4,893 New
KFS
752
KMS Financial Services
Washington
$333K +$349K +4,932 New
BFO
753
Boston Family Office
Massachusetts
$332K +$348K +4,919 New
FHC
754
First Heartland Consultants
Missouri
$328K +$344K +4,865 New
FIM
755
Freedom Investment Management
Connecticut
$326K +$342K +4,832 New
ST
756
Stifel Trust
Missouri
$324K +$339K +4,791 New
P
757
Pitcairn
Pennsylvania
$322K +$337K +4,763 New
PP
758
Prudential plc
United Kingdom
$321K +$336K +4,755 New
TSW
759
Thompson Siegel & Walmsley
Virginia
$318K +$333K +4,711 New
HF
760
Hoxton Financial
West Virginia
$315K +$329K +4,660 New
BHA
761
Beech Hill Advisors
New York
$311K +$325K +4,601 New
PHS
762
Pekin Hardy Strauss
Illinois
$311K +$325K +4,601 New
MWAC
763
Mariner Wealth Advisors (Cincinnati)
Ohio
$307K +$322K +4,549 New
STI
764
Susquehanna Trust & Investment
Pennsylvania
$304K +$318K +4,505 New
DIA
765
Dean Investment Associates
Ohio
$301K +$316K +4,465 New
DWT
766
Dorsey & Whitney Trust
South Dakota
$301K +$316K +4,465 New
RIA
767
Rushmore Investment Advisors
Texas
$294K +$308K +4,355 New
MMG
768
Monetary Management Group
Missouri
$292K +$306K +4,330 New
AP
769
Atwood & Palmer
Missouri
$292K +$306K +4,333 New
BSB
770
Bangor Savings Bank
Maine
$290K +$303K +4,292 New
FA
771
FMA Advisory
Pennsylvania
$289K +$302K +4,275 New
DCM
772
Donaldson Capital Management
Indiana
$284K +$297K +4,202 New
HKIM
773
Hayek Kallen Investment Management
Alabama
$282K +$296K +4,181 New
WB
774
Webster Bank
Connecticut
$280K +$293K +4,145 New
HBT
775
Hills Bank & Trust
Iowa
$280K +$294K +4,155 New
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