We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1026
EPG Wealth Management
Georgia
$537K +$31.5K +314 +6%
HPWA
1027
Hall Private Wealth Advisors
North Carolina
$537K +$547K +5,440 New
MG
1028
Mather Group
Illinois
$536K +$23.6K +235 +5%
FQ
1029
First Quadrant
California
$535K +$545K +5,424 New
RWA
1030
Ropes Wealth Advisors
Massachusetts
$534K +$80.4K +800 +17%
KFA
1031
Krane Funds Advisors
New York
$529K +$48.6K +484 +10%
AIC
1032
Archer Investment Corporation
Indiana
$528K +$4.22K +42 +0.8%
PTP
1033
Platform Technology Partners
New York
$528K +$537K +5,349 New
PAM
1034
Premier Asset Management
Illinois
$523K +$28.2K +281 +6%
SB
1035
Sunflower Bank
Texas
$521K -$86.3K -859 -14%
FHB
1036
First Hawaiian Bank
Hawaii
$517K -$123K -1,222 -19%
DWM
1037
Darwin Wealth Management
Florida
$517K -$7.74K -77 -1%
CBT
1038
CoreFirst Bank & Trust
Kansas
$517K – – –
DSC
1039
Duncker Streett & Co
Missouri
$516K -$5.53K -55 -1%
PIMG
1040
Patriot Investment Management Group
Tennessee
$515K -$6.13K -61 -1%
DLA
1041
Douglas Lane & Associates
New York
$515K +$131K +1,307 +33%
EH
1042
Equitable Holdings
New York
$514K -$68.3K -680 -12%
BP
1043
Ballentine Partners
Massachusetts
$514K +$301 +3 +0.1%
HFAS
1044
Hummer Financial Advisory Services
Illinois
$513K – – –
WA
1045
Waverly Advisors
Alabama
$513K +$2.51K +25 +0.5%
CGH
1046
CMG Global Holdings
Texas
$512K -$804 -8 -0.2%
DE
1047
Day & Ennis
Georgia
$512K +$12.3K +122 +2%
BAM
1048
Blueshift Asset Management
New Jersey
$511K -$590K -5,868 -53%
BFC
1049
Bedel Financial Consulting
Indiana
$510K +$40.5K +403 +8%
PFC
1050
Phocas Financial Corp
California
$508K – – –
40 41
42
43 44