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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
976
Evermay Wealth Management
Virginia
$224K +$210K +2,779 New
BEAM
977
Baker Ellis Asset Management
Washington
$223K +$21.9K +289 +12%
LRPA
978
L. Roy Papp & Associates
Arizona
$223K +$209K +2,765 New
HWA
979
Heritage Wealth Advisors
Virginia
$223K +$210K +2,776 New
CHP
980
Cable Hill Partners
Oregon
$221K – – –
ABC
981
Associated Banc-Corp
Wisconsin
$219K -$18.5K -244 -8%
VNA
982
Valley National Advisers
Pennsylvania
$219K +$39.2K +518 +24%
PWP
983
Private Wealth Partners
California
$218K +$204K +2,700 New
RPG
984
Risk Paradigm Group
Texas
$218K +$6.43K +85 +3%
VCAM
985
Van Cleef Asset Management
Ohio
$214K +$201K +2,655 New
AIM
986
Avity Investment Management
Connecticut
$214K +$203K +2,676 New
OSNBOA
987
Old Second National Bank of Aurora
Illinois
$213K – – –
CIM
988
Cetera Investment Management
California
$213K +$199K +2,636 New
KTC
989
Kistler-Tiffany Companies
Pennsylvania
$212K -$9.23K -122 -4%
AL
990
Agran Libbie
California
$212K +$199K +2,632 New
JWBC
991
J.W. Burns & Co
New York
$212K +$199K +2,633 New
NSAM
992
North Star Asset Management
Wisconsin
$210K +$197K +2,601 New
HAIM
993
Hunter Associates Investment Management
Pennsylvania
$210K +$197K +2,603 New
FMP
994
Financial Management Professionals
Texas
$209K +$14.9K +197 +8%
MIC
995
MU Investments Company
Japan
$209K +$69.6K +920 +55%
EIM
996
Essex Investment Management
Massachusetts
$208K -$30.4K -402 -13%
GLI
997
Guardian Life Insurance
New York
$205K -$54.5K -720 -22%
OWD
998
Osborn Williams & Donohoe
Ohio
$205K +$193K +2,546 New
CS
999
Comerica Securities
Michigan
$205K +$193K +2,547 New
CAM
1000
Concorde Asset Management
Michigan
$203K +$191K +2,528 New
38 39
40
41 42