We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FBC
851
Fairfield, Bush & Co
Connecticut
$467K
DOA
852
D'Orazio & Associates
Virginia
$467K +$12.8K +158 +3%
APP
853
Avantax Planning Partners
Iowa
$464K -$16.2K -200 -3%
ADL
854
Asset Dedication LLC
California
$464K
WAM
855
Wealthspire Advisors (Maryland)
Maryland
$461K -$9.54K -118 -2%
SFSG
856
Stearns Financial Services Group
North Carolina
$461K +$34.1K +422 +8%
FIM
857
Freedom Investment Management
Connecticut
$460K -$74.7K -924 -14%
BFC
858
Blue Fin Capital
Rhode Island
$460K -$15.6K -193 -3%
Fisher Asset Management
859
Fisher Asset Management
Washington
$460K +$105K +1,294 +29%
BOTW
860
Bank of the West
California
$458K +$60.4K +747 +15%
ODCM
861
Old Dominion Capital Management
Virginia
$457K +$461K +5,706 New
AA
862
Ancora Advisors
Ohio
$456K -$6.87K -85 -1%
PMFA
863
Plante Moran Financial Advisors
Michigan
$456K +$30.2K +373 +7%
ADBIC
864
A.D. Beadell Investment Counsel
Wisconsin
$455K -$12.7K -157 -3%
AFP
865
Ausdal Financial Partners
Iowa
$450K +$7.28K +90 +2%
PP
866
Paloma Partners
Connecticut
$447K -$2.23M -27,561 -83%
AWA
867
Arete Wealth Advisors
Illinois
$444K +$72.4K +895 +19%
FTC
868
Farmers Trust Company
Ohio
$441K
BCM
869
Boltwood Capital Management
California
$439K -$16.2K -200 -4%
AssetMark Inc
870
AssetMark Inc
California
$437K -$22.8K -282 -5%
IP
871
Isthmus Partners
Wisconsin
$436K -$5.34K -66 -1%
FHC
872
First Heartland Consultants
Missouri
$433K -$237K -2,930 -35%
BIG
873
Boothe Investment Group
Delaware
$430K +$4.53K +56 +1%
SBWM
874
Sunflower Bank Wealth Management
Arizona
$428K
DP
875
Dearborn Partners
Illinois
$428K +$130K +1,605 +43%