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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPI
901
Mairs & Power Inc
Minnesota
$216K -$11.9K -166 -5%
AWS
902
Aris Wealth Services
Pennsylvania
$216K +$210K +2,914 New
CG
903
Clinton Group
New York
$216K +$210K +2,917 New
GIP
904
Greatmark Investment Partners
Georgia
$213K – – –
DWT
905
Dorsey & Whitney Trust
South Dakota
$211K +$205K +2,847 New
ASN
906
Advisory Services Network
Georgia
$210K -$7.26K -101 -3%
CCM
907
Covington Capital Management
California
$210K – – –
PSI
908
Pinnacle Summer Investments
Virginia
$209K – – –
FFA
909
First Foundation Advisors
California
$209K +$203K +2,820 New
SWM
910
Segment Wealth Management
Texas
$209K +$203K +2,823 New
KPCM
911
Kings Point Capital Management
New York
$208K – – –
CCM
912
Check Capital Management
California
$208K +$201K +2,799 New
CM
913
Churchill Management
California
$208K +$202K +2,808 New
PCM
914
Prelude Capital Management
New York
$207K +$201K +2,791 New
OWD
915
Osborn Williams & Donohoe
Ohio
$207K +$206K +2,867 New
GI
916
Gradient Investments
Minnesota
$206K +$71.8K +998 +56%
EHWM
917
Eads & Heald Wealth Management
Georgia
$204K +$198K +2,750 New
SJIC
918
St. James Investment Company
Texas
$203K +$197K +2,738 New
RIM
919
Regent Investment Management
Kentucky
$203K +$197K +2,740 New
BFM
920
Boston Financial Management
Massachusetts
$203K +$197K +2,741 New
BMC
921
Benin Management Corp
Connecticut
$201K +$194K +2,703 New
MBT
922
Monroe Bank & Trust
Michigan
$199K – – –
JAM
923
Jolley Asset Management
North Carolina
$198K – – –
SAMC
924
Shinko Asset Management Company
Japan
$197K -$14.4K -200 -7%
BEAM
925
Baker Ellis Asset Management
Washington
$192K -$45K -626 -19%
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38 39