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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
851
Outfitter Advisors
Virginia
$381K – – –
RC
852
RegentAtlantic Capital
New Jersey
$379K -$6.81K -90 -2%
BWFM
853
Bridgewater Wealth & Financial Management
Maryland
$379K +$3.25K +43 +0.9%
FC
854
Forte Capital
New York
$376K +$37.8K +500 +12%
IWMPD
855
Integrated Wealth Management (Palm Desert)
California
$375K +$90.9K +1,201 +35%
CAM
856
CG Asset Management
New York
$375K +$125K +1,650 +55%
AB
857
AT Bancorp
Iowa
$374K -$1.14K -15 -0.3%
PAM
858
PartnerRe Asset Management
Connecticut
$372K – – –
MWP
859
MYCIO Wealth Partners
Pennsylvania
$371K – – –
KCM
860
Kanawha Capital Management
Virginia
$371K +$908 +12 +0.3%
ACI
861
Alpha Cubed Investments
California
$367K +$27.8K +367 +9%
AFWA
862
Ancora Family Wealth Advisors
Ohio
$363K -$10.6K -140 -3%
PG
863
Patten Group
Tennessee
$361K +$14.5K +192 +4%
MHS
864
M Holdings Securities
Oregon
$361K -$51.2K -676 -13%
MMG
865
Monetary Management Group
Missouri
$360K – – –
FWCM
866
Ferguson Wellman Capital Management
Oregon
$359K -$20.1K -266 -6%
AAC
867
Asset Advisors Corp
Georgia
$359K – – –
EWM
868
Endurance Wealth Management
Rhode Island
$354K -$75.7K -1,000 -19%
SIC
869
Shoker Investment Counsel
Ohio
$354K +$333K +4,399 New
SCM
870
Southport Capital Management
Tennessee
$353K -$11.4K -150 -3%
AP
871
Appleton Partners
Massachusetts
$353K -$2.8K -37 -0.8%
GT
872
Greenleaf Trust
Michigan
$351K -$37.8K -500 -10%
BSB
873
Bangor Savings Bank
Maine
$351K – – –
FNB
874
First Niagara Bank
New York
$350K -$32.8K -433 -9%
PAIA
875
Park Avenue Institutional Advisers
New York
$350K -$9.23K -122 -3%
33 34
35
36 37