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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
951
SignalPoint Asset Management
Missouri
$232K +$81 +1 +0%
CHP
952
Cable Hill Partners
Oregon
$231K +$223K +2,767 New
BFM
953
Boston Financial Management
Massachusetts
$229K – – –
AL
954
Agran Libbie
California
$228K -$94K -1,166 -30%
HWA
955
Heritage Wealth Advisors
Virginia
$228K – – –
KPCM
956
Kings Point Capital Management
New York
$227K – – –
DCM
957
Dynamic Capital Management
Jersey
$226K +$218K +2,700 New
WG
958
Welch Group
Alabama
$224K +$102K +1,265 +89%
JAM
959
Jolley Asset Management
North Carolina
$223K – – –
HIC
960
Harvey Investment Company
Kentucky
$221K +$214K +2,649 New
CLOS
961
Compagnie Lombard Odier SCmA
Switzerland
$220K -$698K -8,661 -77%
MCM
962
McMillion Capital Management
North Carolina
$219K -$22.1K -274 -9%
MBT
963
Monroe Bank & Trust
Michigan
$218K +$210K +2,610 New
STMM
964
South Texas Money Management
Texas
$218K +$211K +2,612 New
BEAM
965
Baker Ellis Asset Management
Washington
$216K – – –
KTC
966
Kistler-Tiffany Companies
Pennsylvania
$215K – – –
DT
967
Diversified Trust
Tennessee
$215K +$208K +2,577 New
ASN
968
Advisory Services Network
Georgia
$214K -$81.4K -1,009 -29%
KIG
969
Kovitz Investment Group
Illinois
$214K +$207K +2,561 New
JC
970
Jacobs & Co
California
$213K +$206K +2,556 New
CRIG
971
Charter Research & Investment Group
Connecticut
$211K +$203K +2,522 New
GI
972
GAMCO Investors
Connecticut
$210K -$1.3M -16,125 -87%
RCG
973
Ruane, Cunniff & Goldfarb
New York
$210K +$202K +2,510 New
CCM
974
Covington Capital Management
California
$209K -$34.9K -433 -15%
YIA
975
YHB Investment Advisors
Connecticut
$209K +$201K +2,497 New
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