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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
751
HWG Holdings
Texas
$376K +$382K +5,454 New
ACM
752
Aviance Capital Management
Florida
$373K +$19.6K +280 +5%
DIA
753
Dean Investment Associates
Ohio
$371K +$25.3K +361 +7%
KB
754
Kimelman & Baird
New York
$368K -$5.81K -83 -2%
MC
755
Middleton & Co
Massachusetts
$364K -$3.5K -50 -0.9%
ACP
756
Aviance Capital Partners
Florida
$362K +$24.1K +344 +7%
NCM
757
Narwhal Capital Management
Georgia
$361K – – –
GD
758
Grandfield & Dodd
New York
$360K -$124K -1,766 -25%
AWA
759
AmeriServ Wealth Advisors
Pennsylvania
$359K -$42.9K -613 -11%
KS
760
Karpas Strategies
Connecticut
$359K – – –
RC
761
RegentAtlantic Capital
New Jersey
$357K -$9.38K -134 -3%
PAM
762
Premier Asset Management
Illinois
$356K – – –
GT
763
Glenview Trust
Kentucky
$356K +$361K +5,152 New
OA
764
Outfitter Advisors
Virginia
$355K -$16K -229 -4%
WDA
765
Wendell David Associates
New Hampshire
$353K – – –
MKC
766
M. Kraus & Co
Vermont
$353K +$358K +5,113 New
HCMT
767
Highland Capital Management (Tennessee)
Tennessee
$352K – – –
YP
768
Yellowstone Partners
Idaho
$352K +$357K +5,102 New
FHC
769
First Houston Capital
Texas
$350K -$7K -100 -2%
IH
770
IFC Holdings
Florida
$348K -$41.6K -594 -11%
IIM
771
Intact Investment Management
Quebec, Canada
$345K -$147K -2,100 -30%
T
772
Thomaspartners
Massachusetts
$343K +$4.69K +67 +1%
RMCM
773
Reynders McVeigh Capital Management
Massachusetts
$342K -$22.1K -316 -6%
CFS
774
Community Financial System
New York
$341K – – –
JC
775
Jacobs & Co
California
$338K -$195K -2,782 -36%
29 30
31
32 33