We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1326
Sterling Investment Counsel
New York
$353K +$12.3K +135 +4%
FWM
1327
ForthRight Wealth Management
Georgia
$352K -$1.91K -21 -0.6%
FW
1328
FirstPurpose Wealth
Utah
$351K +$14.2K +156 +5%
TPWA
1329
TRUE Private Wealth Advisors
Oregon
$351K +$19K +209 +6%
CIS
1330
Connors Investor Services
Pennsylvania
$351K – – –
KWMG
1331
King Wealth Management Group
Florida
$350K -$16.3K -179 -5%
HFS
1332
Horizon Financial Services
North Carolina
$350K -$12.2K -134 -4%
AC
1333
Aldebaran Capital
Indiana
$349K – – –
OBWG
1334
Onyx Bridge Wealth Group
New York
$349K -$44.7K -491 -12%
SMA
1335
Sage Mountain Advisors
Georgia
$349K -$63.3K -696 -16%
WKSWA
1336
White Knight Strategic Wealth Advisors
New Jersey
$349K +$107K +1,180 +49%
FWTB
1337
First Western Trust Bank
Colorado
$349K +$77.2K +849 +31%
PG
1338
Prostatis Group
Maryland
$348K +$32.8K +361 +11%
MIP
1339
Marietta Investment Partners
Wisconsin
$348K -$273K -3,000 -46%
WPA
1340
West Paces Advisors
Georgia
$347K – – –
SEP
1341
Southland Equity Partners
Missouri
$346K +$17.5K +192 +6%
RMCM
1342
Reynders McVeigh Capital Management
Massachusetts
$345K – – –
OS
1343
Objectivity Squared
South Carolina
$345K +$323K +3,555 New
KWAG
1344
Kiely Wealth Advisory Group
North Carolina
$344K +$325K +3,577 New
TC
1345
Truvestments Capital
Florida
$343K +$36.1K +397 +13%
JE
1346
JMAC Enterprises
Pennsylvania
$342K +$23.3K +256 +8%
AIS
1347
AM Investment Strategies
Tennessee
$340K +$15.7K +173 +5%
KAS
1348
KPP Advisory Services
Kentucky
$338K -$11.1K -122 -3%
OHWA
1349
Oak Hill Wealth Advisors
Virginia
$337K +$19.2K +211 +6%
LGA
1350
Lebenthal Global Advisors
New York
$337K +$316K +3,473 New
52 53
54
55 56