We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
RA
1251
Rational Advisors
New York
$37K +$37.3K +482 New
JGIA
1252
Jackson Grant Investment Advisers
Connecticut
$35K – – –
Brinker Capital Investments
1253
Brinker Capital Investments
Pennsylvania
$34K +$34.2K +443 New
LWM
1254
Lenox Wealth Management
Ohio
$33K – – –
WB
1255
Webster Bank
Connecticut
$33K – – –
FCAG
1256
First Capital Advisors Group
New Jersey
$33K +$32.7K +423 New
FC
1257
Ferris Capital
Massachusetts
$33K +$33.4K +432 New
FPS
1258
Fieldpoint Private Securities
Connecticut
$32K -$19.3K -250 -38%
HT
1259
Heritage Trust
Oklahoma
$32K – – –
BDWM
1260
Brewin Dolphin Wealth Management
Ireland
$31K – – –
TCI Wealth Advisors
1261
TCI Wealth Advisors
Arizona
$30K -$30.9K -400 -51%
Altshuler Shaham
1262
Altshuler Shaham
Israel
$30K +$13.3K +172 +79%
PCP
1263
Proficio Capital Partners
Massachusetts
$29K +$2.32K +30 +9%
LWS
1264
Lucia Wealth Services
California
$29K +$28.8K +372 New
BWA
1265
Burt Wealth Advisors
Maryland
$28K -$2.55K -33 -8%
AI
1266
ArchPoint Investors
Florida
$28K – – –
PCFFS
1267
Pacific Center for Financial Services
California
$27K -$13.4K -174 -33%
TIM
1268
Tortoise Investment Management
New York
$27K – – –
GSC
1269
G&S Capital
Colorado
$26K – – –
HSA
1270
Hussman Strategic Advisors
Maryland
$26K – – –
ME
1271
McIlrath & Eck
Washington
$26K – – –
PCA
1272
Peddock Capital Advisors
Massachusetts
$26K – – –
TFO
1273
Tarbox Family Office
California
$24K +$1.62K +21 +7%
SLF
1274
Sun Life Financial
Ontario, Canada
$23.9K -$1.31M -16,929 -90%
GWS
1275
Glassman Wealth Services
Virginia
$23K -$3.17K -41 -12%