We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1226
Westside Investment Management
California
$67.1K – – –
FMTCOCP
1227
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K – – –
CWM
1228
Cranbrook Wealth Management
Michigan
$66K – – –
SIS
1229
Sound Income Strategies
Florida
$63K -$17K -221 -22%
MSE
1230
MUFG Securities EMEA
United Kingdom
$62K +$60.4K +785 New
MCM
1231
Mainstay Capital Management
Michigan
$61K -$22.3K -290 -27%
VC
1232
Vestor Capital
Illinois
$61K – – –
AC
1233
Avestar Capital
New York
$60K -$4.31K -56 -6%
FMT
1234
First Mercantile Trust
Tennessee
$58K +$56.1K +730 New
SWMG
1235
Signature Wealth Management Group
Georgia
$57K -$3.31K -43 -6%
LWS
1236
Lucia Wealth Services
California
$57K +$26.5K +344 +92%
CLOS
1237
Compagnie Lombard Odier SCmA
Switzerland
$55K – – –
KC
1238
KHP Capital
Oklahoma
$55K – – –
SBL
1239
Sargent Bickham Lagudis
Colorado
$54K -$14.3K -186 -21%
SIAS
1240
Shine Investment Advisory Services
Colorado
$53K – – –
MWM
1241
Mascoma Wealth Management
New Hampshire
$52K – – –
EWM
1242
Edge Wealth Management
New York
$52K +$231 +3 +0.5%
MWM
1243
MinichMacGregor Wealth Management
New York
$50K – – –
CI
1244
CX Institutional
Indiana
$50K +$49.1K +638 New
ML
1245
McAdam LLC
Pennsylvania
$48K – – –
PO
1246
Private Ocean
California
$47K – – –
CIA
1247
Cascade Investment Advisors
Oregon
$46.3K – – –
AF
1248
Allworth Financial
California
$46K – – –
MIP
1249
Mondrian Investment Partners
United Kingdom
$45K -$43.8K -569 -50%
APSP
1250
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K +$538 +7 +1%
48 49
50
51 52