We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1451
Edge Wealth Management
New York
$62K +$275 +3 +0.4%
FWM
1452
FSA Wealth Management
Massachusetts
$62K +$62.6K +683 New
Edmond de Rothschild Holding
1453
Edmond de Rothschild Holding
Switzerland
$61K – – –
CA
1454
Centerpoint Advisors
Massachusetts
$60K – – –
LF
1455
Lee Financial
Texas
$59K – – –
SIS
1456
Sound Income Strategies
Florida
$59K +$367 +4 +0.6%
BWM
1457
BerganKDV Wealth Management
Minnesota
$56K +$30.7K +335 +122%
MCM
1458
MV Capital Management
Maryland
$53K -$3.48K -38 -6%
Centersquare Investment Management
1459
Centersquare Investment Management
Pennsylvania
$51K – – –
Balentine LLC
1460
Balentine LLC
Georgia
$51K +$9.99K +109 +24%
FPS
1461
Fieldpoint Private Securities
Connecticut
$50K -$2.84K -31 -5%
WOC
1462
West Oak Capital
California
$49K +$36.7K +400 +284%
LS
1463
Leelyn Smith
Illinois
$49K +$49.2K +537 New
CIA
1464
Cascade Investment Advisors
Oregon
$48.8K – – –
SA
1465
SRH Advisors
Kansas
$46K – – –
AIM
1466
Arcadia Investment Management
Michigan
$43K – – –
WCG
1467
Weaver Consulting Group
California
$43K – – –
JGIA
1468
Jackson Grant Investment Advisers
Connecticut
$41K – – –
Larson Financial Group
1469
Larson Financial Group
Missouri
$41K +$2.75K +30 +7%
Loring Wolcott & Coolidge Fiduciary Advisors
1470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K – – –
KFS
1471
Kelly Financial Services
Massachusetts
$38.2K +$3.3K +36 +9%
TFO
1472
Tarbox Family Office
California
$38K -$3.39K -37 -8%
SSWG
1473
Seven Springs Wealth Group
Tennessee
$38K +$38.1K +416 New
BWA
1474
Burt Wealth Advisors
Maryland
$37K – – –
BDWM
1475
Brewin Dolphin Wealth Management
Ireland
$36.5K – – –