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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
751
Lombard Odier Asset Management (Europe)
United Kingdom
$647K -$126K -1,585 -17%
WA
752
WFG Advisors
Texas
$647K -$116K -1,461 -16%
BHWM
753
Bar Harbor Wealth Management
New Hampshire
$644K -$30K -377 -5%
BCM
754
Boltwood Capital Management
California
$639K +$13.9K +175 +2%
SC
755
Schulhoff & Co
Ohio
$634K +$31.8K +400 +5%
GP
756
Girard Partners
Pennsylvania
$631K -$51.9K -653 -8%
SBH
757
Segall Bryant & Hamill
Illinois
$631K +$33.4K +420 +6%
WIP
758
Wellesley Investment Partners
Massachusetts
$630K +$134K +1,685 +28%
BB
759
Busey Bank
Illinois
$627K +$27.7K +348 +5%
ADBIC
760
A.D. Beadell Investment Counsel
Wisconsin
$626K -$815K -10,253 -57%
GC
761
Grimes & Company
Massachusetts
$624K +$795 +10 +0.1%
SRSA
762
S.R. Schill & Associates
Washington
$623K +$31.4K +395 +5%
LNWWM
763
Laird Norton Wetherby Wealth Management
California
$619K +$10.5K +132 +2%
FFEC
764
First Financial Equity Corporation
Arizona
$619K +$597K +7,510 New
WIC
765
Wilkins Investment Counsel
Massachusetts
$614K
SCI
766
Stableford Capital II
Arizona
$611K +$258K +3,249 +77%
WSC
767
Wellington Shields & Co
New York
$601K -$31.2K -393 -5%
CCA
768
Checchi Capital Advisers
California
$598K -$66.5K -836 -10%
Teacher Retirement System of Texas
769
Teacher Retirement System of Texas
Texas
$593K
FAM
770
Formidable Asset Management
Ohio
$591K -$15.4K -194 -3%
CK
771
Cohen Klingenstein
New York
$590K
CT
772
Clearstead Trust
Maine
$588K +$203K +2,554 +55%
FBT
773
First Bankers Trust
Kentucky
$586K +$69.5K +875 +14%
WA
774
Waverly Advisors
Alabama
$586K +$568K +7,149 New
HCM
775
Hodges Capital Management
Texas
$581K -$46K -579 -8%