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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
751
Lincoln National Corp
Pennsylvania
$467K +$11.4K +141 +2%
KS
752
Karpas Strategies
Connecticut
$466K – – –
ARMT
753
Amica Retiree Medical Trust
Rhode Island
$464K – – –
FBC
754
Fairfield, Bush & Co
Connecticut
$463K – – –
CI
755
CAZ Investments
Texas
$461K – – –
LNWWM
756
Laird Norton Wetherby Wealth Management
California
$460K -$46.8K -577 -9%
LH
757
Lebenthal Holdings
New York
$460K -$19.7K -243 -4%
KC
758
Kingfisher Capital
North Carolina
$459K -$162 -2 -0%
HCM
759
Hall Capital Management
Rhode Island
$459K +$6.09K +75 +1%
HKIM
760
Hayek Kallen Investment Management
Alabama
$458K +$2.19K +27 +0.5%
CFS
761
Commonwealth Financial Services
West Virginia
$456K +$3.33K +41 +0.7%
DCM
762
Donaldson Capital Management
Indiana
$456K +$89.7K +1,105 +23%
BB
763
Busey Bank
Illinois
$455K +$8.93K +110 +2%
WC
764
Whitnell & Co
Illinois
$452K -$102K -1,253 -18%
MCM
765
Marathon Capital Management
Maryland
$448K -$12.9K -159 -3%
TIA
766
Tiemann Investment Advisors
California
$448K +$40.5K +499 +9%
BKA
767
Brick & Kyle Associates
Pennsylvania
$446K – – –
SCA
768
Stonebridge Capital Advisors
Minnesota
$445K +$21.7K +267 +5%
HCMT
769
Highland Capital Management (Tennessee)
Tennessee
$437K +$54.1K +666 +13%
DSI
770
Daiwa SB Investments
Japan
$435K +$12.2K +150 +3%
CCB
771
Cutter & Co Brokerage
Missouri
$434K – – –
AT
772
Argent Trust
Texas
$434K +$5.6K +69 +1%
CNBT
773
Canandaigua National Bank & Trust
New York
$434K +$459K +5,649 New
W
774
Wealthfront
California
$433K +$64.4K +794 +16%
BC
775
Burney Company
Virginia
$432K +$3.57K +44 +0.8%
29 30
31
32 33