We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
1001
Field & Main Bank
Kentucky
$963K +$138K +1,215 +16%
GVAG
1002
Great Valley Advisor Group
Delaware
$962K -$411K -3,628 -29%
SC
1003
Sawyer & Company
Massachusetts
$961K -$258K -2,275 -20%
BWP
1004
Balboa Wealth Partners
Arizona
$958K +$69.6K +614 +7%
OQS
1005
Occudo Quantitative Strategies
Florida
$957K +$1.01M +8,882 New
GWA
1006
Gratus Wealth Advisors
Virginia
$957K -$7.25K -64 -0.7%
MC
1007
Machina Capital
France
$954K -$262K -2,314 -21%
PFGIA
1008
Patriot Financial Group Insurance Agency
Massachusetts
$953K +$39.3K +347 +4%
IIM
1009
InTrack Investment Management
Vermont
$952K +$188K +1,660 +23%
TTWM
1010
TCV Trust & Wealth Management
Virginia
$950K – – –
NC
1011
NovaPoint Capital
Georgia
$947K +$28.5K +252 +3%
SC
1012
Steph & Co
Wisconsin
$947K -$28.5K -252 -3%
BIG
1013
Brooklyn Investment Group
New York
$946K +$58.6K +517 +6%
CTA
1014
Chesley Taft & Associates
Illinois
$944K – – –
SWA
1015
Stratos Wealth Advisors
Ohio
$941K +$34.3K +303 +4%
CFCI
1016
Comprehensive Financial Consultants Institutional
Indiana
$939K -$71.5K -631 -7%
ACM
1017
Allred Capital Management
Texas
$939K +$793 +7 +0.1%
IB
1018
Intrust Bank
Kansas
$937K -$79.4K -701 -7%
NRS
1019
Neville Rodie & Shaw
New York
$937K +$7.36K +65 +0.8%
AHIA
1020
Andrew Hill Investment Advisors
Florida
$928K -$2.78M -24,577 -74%
FAIM
1021
Financial Advocates Investment Management
Washington
$921K +$217K +1,917 +29%
TWM
1022
Thrive Wealth Management
Pennsylvania
$921K -$12.8K -113 -1%
LNWWM
1023
Laird Norton Wetherby Wealth Management
California
$919K -$60.8K -537 -6%
AWA
1024
Arete Wealth Advisors
Illinois
$917K +$352K +3,106 +57%
GWANC
1025
Guardian Wealth Advisors (North Carolina)
North Carolina
$916K +$46.7K +412 +5%
39 40
41
42 43