We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1426
Edmond de Rothschild Holding
Switzerland
$53K – – –
IRAG
1427
Investment Research & Advisory Group
Georgia
$53K – – –
RIM
1428
Rockbridge Investment Management
New York
$51K +$54.4K +644 New
CA
1429
Centerpoint Advisors
Massachusetts
$49K -$2.96K -35 -5%
WOC
1430
West Oak Capital
California
$49K +$6.51K +77 +14%
BWFA
1431
Baltimore-Washington Financial Advisors
Maryland
$49K +$1.27M +15,000 New
EC
1432
Estate Counselors
Wisconsin
$47K +$49.9K +591 New
CI
1433
CX Institutional
Indiana
$46K -$3.46K -41 -7%
BWA
1434
Burt Wealth Advisors
Maryland
$43K – – –
CIA
1435
Cascade Investment Advisors
Oregon
$42.7K – – –
WCG
1436
Weaver Consulting Group
California
$42K +$5.58K +66 +15%
TPWA
1437
TRUE Private Wealth Advisors
Oregon
$41K +$9.97K +118 +29%
PO
1438
Private Ocean
California
$39K – – –
AIM
1439
Arcadia Investment Management
Michigan
$37K -$36.8K -435 -48%
JGIA
1440
Jackson Grant Investment Advisers
Connecticut
$36K – – –
HH
1441
HWG Holdings
Texas
$36K +$38.4K +455 New
RA
1442
Rational Advisors
New York
$34K +$36.3K +430 New
KFS
1443
Kelly Financial Services
Massachusetts
$33.9K +$169 +2 +0.5%
SSWG
1444
Seven Springs Wealth Group
Tennessee
$33K – – –
HI
1445
Human Investing
Oregon
$33K +$929 +11 +3%
EW
1446
Evoke Wealth
California
$33K +$4.39K +52 +14%
ME
1447
McIlrath & Eck
Washington
$32K +$4.56K +54 +16%
BDWM
1448
Brewin Dolphin Wealth Management
Ireland
$32K – – –
APW
1449
Acima Private Wealth
Virginia
$29K – – –
TFO
1450
Tarbox Family Office
California
$28K -$10.2K -121 -26%
56 57
58
59 60