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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
901
First Mercantile Trust
Tennessee
$19K +$19.9K +281 New
SIA
902
SeaBridge Investment Advisors
New Jersey
$18K +$18.8K +266 New
AWMS
903
Advocacy Wealth Management Services
Georgia
$16K +$16.4K +232 New
SFSIG
904
San Francisco Sentry Investment Group
California
$16K +$16.8K +237 New
AA
905
Apriem Advisors
California
$14K +$14.1K +200 New
MFBTD
906
MB Financial Bank - Trust Department
Illinois
$14K +$14.1K +200 New
NHFG
907
New Harbor Financial Group
Massachusetts
$14K +$14.1K +200 New
MAS
908
Madden Advisory Services
Florida
$13K +$13.9K +196 New
PIA
909
Piedmont Investment Advisors
North Carolina
$12.7K +$13.3K +188 New
CCM
910
Chilton Capital Management
Texas
$12K +$12.4K +176 New
LWCFA
911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$12K +170 New
SFS
912
Signator Financial Services
Massachusetts
$9K +$9.54K +135 New
KLWA
913
Kelly Lawrence W & Associates
California
$8K +$8.76K +124 New
NIM
914
NuWave Investment Management
New Jersey
$6K +$6.01K +85 New
OWP
915
Obermeyer Wealth Partners
Colorado
$5K +$4.81K +68 New
PFO
916
Pathstone Family Office
New Jersey
$5K +$4.95K +70 New
SFPIA
917
Stevens First Principles Investment Advisors
California
$4K +$4.45K +63 New
CW
918
Cobiz Wealth
Colorado
$4K +$4.67K +66 New
IFWM
919
Institute for Wealth Management
Colorado
$4K +$4.67K +66 New
ECAM
920
East Coast Asset Management
Massachusetts
$2K +$1.84K +26 New
LFG
921
LifePlan Financial Group
Ohio
$2K +$2.12K +30 New
ATC
922
Adirondack Trust Company
New York
$2K +$2.33K +33 New
ZTNA
923
Zions Trust National Association
Utah
$2K +$2.33K +33 New
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