We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
726
Pacific Wealth Strategies Group
California
$899K +$1.02M +11,116 New
BFO
727
Biltmore Family Office
North Carolina
$896K -$3.57M -38,834 -78%
IBOK
728
Independence Bank of Kentucky
Kentucky
$896K +$115K +1,252 +13%
TYCC
729
Texas Yale Capital Corp
Florida
$889K -$53.6K -584 -5%
AIA
730
Arbor Investment Advisors
North Carolina
$889K +$75.3K +820 +8%
EFS
731
Essex Financial Services
Connecticut
$883K +$62.8K +684 +7%
JCM
732
Jacobi Capital Management
Pennsylvania
$881K -$246K -2,682 -21%
CI
733
Conning Inc
Connecticut
$879K -$12.6K -137 -1%
DBRC
734
D.B. Root & Company
Pennsylvania
$875K +$73.8K +804 +8%
HPC
735
HM Payson & Co
Maine
$874K -$162K -1,764 -14%
AT
736
Arden Trust
Delaware
$873K -$72.5K -789 -7%
UBV
737
United Bank (Virginia)
Virginia
$869K – – –
SC
738
Schulhoff & Co
Ohio
$863K +$28.9K +315 +3%
QCG
739
Quadrant Capital Group
Ohio
$859K +$329K +3,578 +51%
SFM
740
Signet Financial Management
New Jersey
$857K +$29.2K +318 +3%
PCM
741
Penserra Capital Management
California
$856K -$5.33K -58 -0.5%
BB
742
Busey Bank
Illinois
$856K +$8.45K +92 +0.9%
PTC
743
Private Trust Company
Ohio
$853K -$1.32M -14,380 -58%
SNT
744
Security National Trust
West Virginia
$851K +$9.46K +103 +1%
VCM
745
Violich Capital Management
California
$850K – – –
RB
746
Rodgers Brothers
Pennsylvania
$848K -$121K -1,315 -11%
LWAC
747
Laurel Wealth Advisors (California)
California
$847K +$93.6K +1,019 +11%
AFG
748
Albion Financial Group
Utah
$847K +$172K +1,868 +22%
VAS
749
Vestmark Advisory Solutions
Massachusetts
$844K -$441K -4,799 -32%
WG
750
Welch Group
Alabama
$844K +$1.1K +12 +0.1%
28 29
30
31 32