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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIC
851
St. James Investment Company
Texas
$334K +$31.9K +395 +11%
JG
852
Jefferies Group
New York
$333K -$1.06M -13,159 -77%
SIG
853
Sky Investment Group
Connecticut
$333K -$2.5K -31 -0.8%
MIC
854
Meridian Investment Counsel
California
$333K – – –
FWCM
855
Ferguson Wellman Capital Management
Oregon
$331K -$11.7K -145 -4%
EFSCE
856
Enterprise Financial Services Corp (EFSC)
Missouri
$329K +$57.1K +708 +22%
LIA
857
LBMC Investment Advisors
Tennessee
$327K – – –
JWM
858
Jackson Wealth Management
Florida
$327K +$316K +3,918 New
MCM
859
Mengis Capital Management
Oregon
$325K +$314K +3,899 New
EGA
860
Eagle Global Advisors
Texas
$324K – – –
PWLP
861
Prio Wealth Limited Partnership
Massachusetts
$324K – – –
PWM
862
Perigon Wealth Management
California
$324K +$242 +3 +0.1%
IRS
863
Invictus RG (Singapore)
Singapore
$322K +$85.5K +1,060 +38%
OPTFSNA
864
Old Point Trust & Financial Services N A
Virginia
$321K – – –
OCG
865
Opus Capital Group
Ohio
$319K – – –
PCMI
866
Princeton Capital Management Inc
New Jersey
$319K – – –
NPIT
867
National Penn Investors Trust
Pennsylvania
$318K +$3.95K +49 +1%
GI
868
Gradient Investments
Minnesota
$318K +$83.5K +1,035 +37%
GIP
869
Granite Investment Partners
California
$317K – – –
HMS
870
Hanseatic Management Services
New Mexico
$313K +$302K +3,741 New
FWM
871
Frontier Wealth Management
Missouri
$312K +$301K +3,738 New
P
872
Pitcairn
Pennsylvania
$310K +$14.1K +175 +5%
FIM
873
Frontier Investment Management
Texas
$306K +$298K +3,697 New
FAM
874
Formidable Asset Management
Ohio
$305K +$403 +5 +0.1%
RT
875
Rockland Trust
Massachusetts
$305K +$2.02K +25 +0.7%
33 34
35
36 37