We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1301
Cypress Wealth Services
California
$586K +$11.8K +100 +2%
SSA
1302
Sierra Summit Advisors
Nevada
$586K +$5.55K +47 +1%
NWMG
1303
National Wealth Management Group
Ohio
$585K +$584K +4,953 New
BHWM
1304
Bar Harbor Wealth Management
New Hampshire
$584K – – –
WIM
1305
WealthPlan Investment Management
Nebraska
$583K -$16.5K -140 -3%
BB
1306
Busey Bank
Illinois
$582K -$74.2K -629 -11%
WCM
1307
Washington Capital Management
Washington
$582K – – –
SAA
1308
Southeast Asset Advisors
Georgia
$580K +$4.96K +42 +0.9%
RC
1309
Roundview Capital
New Jersey
$580K -$12K -102 -2%
CAM
1310
Costello Asset Management
Pennsylvania
$578K +$472 +4 +0.1%
TWP
1311
Tyche Wealth Partners
Texas
$577K -$28.9K -245 -5%
PWMAG
1312
Pinnacle Wealth Management Advisory Group
New Jersey
$576K +$10.5K +89 +2%
FSA
1313
Financial Security Advisor
Virginia
$576K +$1.77K +15 +0.3%
WIC
1314
Wilkins Investment Counsel
Massachusetts
$575K -$55K -466 -9%
RGC
1315
Roberts, Glore & Co
Illinois
$574K -$7.67K -65 -1%
HWA
1316
HHM Wealth Advisors
Tennessee
$571K -$4.13K -35 -0.7%
GWMR
1317
GC Wealth Management RIA
Massachusetts
$569K +$569K +4,824 New
WFM
1318
Wolff Financial Management
Michigan
$569K +$1.77K +15 +0.3%
PAMG
1319
Patton Albertson Miller Group
Tennessee
$569K +$97.3K +825 +21%
FLPIM
1320
F.L. Putnam Investment Management
Massachusetts
$569K +$40.5K +343 +8%
WAM
1321
Walker Asset Management
Missouri
$568K +$4.25K +36 +0.8%
VWM
1322
Venturi Wealth Management
Texas
$568K +$36.2K +307 +7%
CW
1323
Code Waechter
Florida
$565K +$158K +1,335 +39%
OC
1324
Oakworth Capital
Alabama
$565K -$120K -1,014 -17%
TPI
1325
Trust Point Inc
Wisconsin
$564K +$1.42K +12 +0.3%
51 52
53
54 55