We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CG
1251
Cynosure Group
Utah
$263K – – –
SWA
1252
Stratos Wealth Advisors
Ohio
$263K +$65.4K +713 +33%
TW
1253
Towerpoint Wealth
California
$262K – – –
LRPA
1254
L. Roy Papp & Associates
Arizona
$261K – – –
B
1255
Brightworth
Georgia
$261K +$13.5K +147 +5%
Forvis Mazars Wealth Advisors
1256
Forvis Mazars Wealth Advisors
Missouri
$261K +$39.5K +431 +18%
Exencial Wealth Advisors
1257
Exencial Wealth Advisors
Oklahoma
$260K -$23.3K -254 -8%
HC
1258
Hourglass Capital
Texas
$260K – – –
SBSB
1259
Sullivan, Bruyette, Speros & Blaney
Virginia
$260K +$38.7K +422 +17%
FC
1260
Fusion Capital
South Carolina
$260K +$261K +2,846 New
HIC
1261
Harvey Investment Company
Kentucky
$259K – – –
CM
1262
Cornerstone Management
Georgia
$258K +$14.3K +156 +6%
Brookfield Public Securities Group
1263
Brookfield Public Securities Group
New York
$258K +$87.1K +950 +51%
CFG
1264
Cooper Financial Group
California
$257K +$3.02K +33 +1%
FAT
1265
First American Trust
California
$256K -$11.5K -125 -4%
HWMG
1266
Hurlow Wealth Management Group
Indiana
$255K – – –
WAM
1267
Weatherly Asset Management
California
$254K +$255K +2,785 New
BRA
1268
Bender Robert & Associates
California
$253K – – –
JA
1269
JOYN Advisors
Georgia
$253K +$9.17K +100 +4%
RMCM
1270
Reynders McVeigh Capital Management
Massachusetts
$252K – – –
PWM
1271
PBMares Wealth Management
Virginia
$252K +$254K +2,766 New
WI
1272
Wintrust Investments
Illinois
$251K -$14.1K -154 -5%
PMFA
1273
Plante Moran Financial Advisors
Michigan
$250K -$361K -3,941 -59%
EWM
1274
Endurance Wealth Management
Rhode Island
$250K -$18.3K -200 -7%
Ballentine Partners
1275
Ballentine Partners
Massachusetts
$250K -$6.51K -71 -3%