We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
726
Keudell/Morrison Wealth Management
Oregon
$993K +$973K +11,032 New
PHK
727
Point72 Hong Kong
Hong Kong
$991K +$953K +10,805 +5,271%
IA
728
IFP Advisors
Florida
$984K -$2.74M -31,098 -74%
DBRC
729
D.B. Root & Company
Pennsylvania
$984K -$31.3K -355 -3%
GBT
730
Grove Bank & Trust
Florida
$980K +$13.9K +158 +1%
IRF
731
IBM Retirement Fund
New York
$978K +$6.79K +77 +0.7%
CAC
732
Certified Advisory Corp
Florida
$973K -$21.7K -246 -2%
SNT
733
Security National Trust
West Virginia
$973K -$12.4K -141 -1%
VCM
734
Violich Capital Management
California
$971K – – –
BAM
735
Belpointe Asset Management
Nevada
$971K +$632K +7,163 +198%
FT
736
Fiduciary Trust
Massachusetts
$965K -$176 -2 -0%
NB
737
Northwest Bancshares
Pennsylvania
$964K +$9.61K +109 +1%
KWM
738
Kingsview Wealth Management
Oregon
$956K +$114K +1,294 +14%
AF
739
Aldebaran Financial
$955K -$13K -147 -1%
FFC
740
First Financial Corp
Indiana
$952K -$96.4K -1,093 -9%
RM
741
Resource Management
Louisiana
$950K -$9.26K -105 -1%
CAM
742
Carret Asset Management
New York
$950K – – –
1SB
743
1ST Source Bank
Indiana
$944K +$88.9K +1,008 +11%
PL
744
Perpetual Ltd
Australia
$936K – – –
EGA
745
E&G Advisors
Texas
$930K -$129K -1,463 -12%
UBV
746
United Bank (Virginia)
Virginia
$930K +$353K +3,998 +63%
PPSG
747
Princeton Portfolio Strategies Group
New Jersey
$922K – – –
LWAC
748
Laurel Wealth Advisors (California)
California
$922K +$7.05K +80 +0.8%
ANRIA
749
American National Registered Investment Advisor
Texas
$918K -$17.2K -195 -2%
AAS
750
Avantax Advisory Services
Texas
$918K +$57K +647 +7%
28 29
30
31 32