We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1226
Harbor Investment Advisory
Maryland
$419K – – –
OHWA
1227
Oak Hill Wealth Advisors
Virginia
$417K +$389K +4,051 New
DLA
1228
Douglas Lane & Associates
New York
$415K -$29.2K -304 -7%
MHR
1229
Matthew Hamilton Rosenberg
$413K +$4.9K +51 +1%
TCWM
1230
Total Clarity Wealth Management
Illinois
$413K +$385K +4,009 New
CWP
1231
Cyndeo Wealth Partners
Florida
$413K +$385K +4,009 New
SSG
1232
Summit Securities Group
New York
$411K -$143K -1,487 -27%
AWM
1233
Accel Wealth Management
Iowa
$411K -$3.94K -41 -1%
CFO
1234
CVA Family Office
Colorado
$411K -$30.1K -314 -7%
DWM
1235
Destination Wealth Management
California
$409K +$12.7K +132 +3%
AHC
1236
Adell Harriman & Carpenter
Texas
$407K -$39K -406 -9%
HB
1237
Horizon Bancorp
Indiana
$407K +$379K +3,951 New
CIG
1238
Cascade Investment Group
Colorado
$406K +$378K +3,940 New
GIP
1239
Greatmark Investment Partners
Georgia
$404K -$6.53K -68 -2%
S
1240
Seeyond
France
$402K -$931K -9,696 -71%
SIC
1241
Sterling Investment Counsel
New York
$402K – – –
CG
1242
CFO4Life Group
Texas
$401K +$1.63K +17 +0.4%
C
1243
CFO4Life
Texas
$401K +$374K +3,898 New
FCFC
1244
First Citizens Financial Corp
Iowa
$401K – – –
PWP
1245
Phillips Wealth Planners
Mississippi
$401K +$385K +4,006 New
CA
1246
Calton & Associates
Florida
$400K +$52.9K +551 +17%
FPAS
1247
Focus Partners Advisor Solutions
Missouri
$400K -$804K -8,373 -68%
PFBT
1248
Parkside Financial Bank & Trust
Missouri
$400K +$24.3K +253 +7%
NCM
1249
NCM Capital Management
New Jersey
$400K +$384 +4 +0.1%
WTA
1250
Washington Trust Advisors
Massachusetts
$399K – – –
48 49
50
51 52