We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1126
PBMares Wealth Management
Virginia
$514K +$101K +1,023 +24%
HCP
1127
Hexagon Capital Partners
Arkansas
$511K -$15.9K -161 -3%
HBT
1128
Hills Bank & Trust
Iowa
$505K -$3.75K -38 -0.7%
CFA
1129
CWS Financial Advisors
Michigan
$505K +$52.2K +528 +11%
AWM
1130
Accurate Wealth Management
Florida
$500K -$39.2K -397 -7%
SWA
1131
Sutton Wealth Advisors
Florida
$500K +$9.88K +100 +2%
DWM
1132
Destination Wealth Management
California
$500K +$120K +1,211 +30%
FDDB
1133
Fidelity D&D Bancorp
Pennsylvania
$500K +$510K +5,166 New
MA
1134
MBA Advisors
Pennsylvania
$499K
NA
1135
Navellier & Associates
Nevada
$498K +$12.9K +131 +3%
CA
1136
Crewe Advisors
Utah
$498K -$6.82K -69 -1%
FPGK
1137
Financial Partners Group (Kansas)
Kansas
$497K +$198 +2 +0%
BG
1138
Benedetti & Gucer
Georgia
$497K +$509K +5,157 New
ACG
1139
Allen Capital Group
Nebraska
$497K +$509K +5,151 New
BAM
1140
Blueshift Asset Management
New Jersey
$495K +$507K +5,128 New
SS
1141
Sunbelt Securities
Texas
$494K +$34.4K +348 +7%
BFM
1142
Boston Financial Management
Massachusetts
$493K -$3.26K -33 -0.6%
O
1143
Ossiam
France
$493K -$341K -3,447 -40%
GP
1144
Girard Partners
Pennsylvania
$490K
Fisher Asset Management
1145
Fisher Asset Management
Washington
$489K +$23.5K +238 +5%
HI
1146
Hendershot Investments
Virginia
$489K -$50.4K -510 -9%
RFA
1147
Resurgent Financial Advisors
Georgia
$489K -$138K -1,393 -22%
BFIM
1148
Beese Fulmer Investment Management
Ohio
$487K -$1.48K -15 -0.3%
WP
1149
WealthPLAN Partners
Nebraska
$487K -$311K -3,151 -38%
MSFP
1150
Mark Sheptoff Financial Planning
Connecticut
$484K