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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
751
American Research & Management Company
Massachusetts
$990K -$238K -2,600 -19%
UBV
752
United Bank (Virginia)
Virginia
$980K +$88.7K +967 +10%
IRF
753
IBM Retirement Fund
New York
$979K -$43.7K -477 -4%
CAC
754
Certified Advisory Corp
Florida
$977K -$29.2K -319 -3%
WT
755
Whittier Trust
California
$977K +$28.3K +309 +3%
TA
756
TCG Advisors
Texas
$976K +$51.1K +557 +5%
FNBTCON
757
First National Bank & Trust Co of Newtown
Pennsylvania
$974K -$18.3K -200 -2%
CAM
758
Carret Asset Management
New York
$973K – – –
BS
759
Boenning & Scattergood
Pennsylvania
$963K +$63.2K +689 +7%
BHC
760
Bowen Hanes & Co
Florida
$962K – – –
VCM
761
Violich Capital Management
California
$959K -$27.5K -300 -3%
FPFS
762
First Personal Financial Services
North Carolina
$958K -$309K -3,369 -24%
BB
763
Busey Bank
Illinois
$957K +$23.7K +259 +3%
SNT
764
Security National Trust
West Virginia
$951K -$52.3K -571 -5%
WG
765
Welch Group
Alabama
$951K +$32.6K +356 +4%
LBD
766
Landsberg Bennett & Dubbaneh
Florida
$948K +$10.9K +119 +1%
CBN
767
Cadence Bank NA
Texas
$946K – – –
SC
768
Schulhoff & Co
Ohio
$945K +$18.3K +200 +2%
CBTWT
769
Community Bank & Trust (Waco, Texas)
Texas
$937K +$265K +2,893 +39%
EFS
770
Essex Financial Services
Connecticut
$934K +$275 +3 +0%
AIA
771
Arbor Investment Advisors
North Carolina
$928K -$83.6K -912 -8%
PPSG
772
Princeton Portfolio Strategies Group
New Jersey
$927K -$7.61K -83 -0.8%
SFM
773
Signet Financial Management
New Jersey
$926K +$16.7K +182 +2%
MIA
774
MainStreet Investment Advisors
Illinois
$922K -$56.7K -619 -6%
CAM
775
Cresset Asset Management
Illinois
$922K +$336K +3,666 +57%
29 30
31
32 33