We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1451
First Foundation Advisors
California
$258K +$26.7K +278 +12%
RC
1452
Roundview Capital
New Jersey
$258K +$240K +2,501 New
V
1453
VeraBank
Texas
$258K – – –
SJL
1454
Shayne & Jacobs LLC
Tennessee
$257K – – –
BST
1455
Bath Savings Trust
Maine
$257K +$6.43K +67 +3%
JSW
1456
Journey Strategic Wealth
New Jersey
$256K -$77.8K -810 -25%
FMTC
1457
Farmers & Merchants Trust Company
California
$254K – – –
LA
1458
LexAurum Advisors
Kansas
$253K – – –
GA
1459
Greytown Advisors
Florida
$252K -$2.11K -22 -0.9%
FFWA
1460
FRG Family Wealth Advisors
Washington
$252K – – –
W
1461
Wealthquest
Ohio
$252K -$13.5K -141 -5%
MBT
1462
Montecito Bank & Trust
California
$252K +$235K +2,443 New
EF
1463
Empowered Funds
Pennsylvania
$251K -$501K -5,222 -68%
CCA
1464
Cobblestone Capital Advisors
New York
$251K -$7.49K -78 -3%
SCI
1465
S&CO Inc
Massachusetts
$251K – – –
MA
1466
Mezzasalma Advisors
New Jersey
$251K -$16.3K -170 -7%
CA
1467
CapWealth Advisors
Tennessee
$251K +$3.17K +33 +1%
PPW
1468
Pasadena Private Wealth
California
$250K +$1.34K +14 +0.6%
GIA
1469
GHP Investment Advisors
Colorado
$250K +$31.6K +329 +16%
BIM
1470
Bridges Investment Management
Nebraska
$250K – – –
GAM
1471
Griffin Asset Management
New York
$250K -$36.6K -381 -14%
AFGAS
1472
Allegiance Financial Group Advisory Services
Virginia
$249K +$232K +2,420 New
RCWM
1473
Royal Capital Wealth Management
Indiana
$249K – – –
TA
1474
TrueWealth Advisors
Alabama
$249K -$2.02K -21 -0.9%
SA
1475
Shilanski & Associates
Alaska
$248K +$231K +2,406 New
57 58
59
60 61