We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
1476
Hudson Value Partners
Florida
$227K – – –
MRCM
1477
M&R Capital Management
New Jersey
$226K +$15.8K +167 +7%
C
1478
Certuity
Florida
$225K +$14K +148 +6%
V
1479
VeraBank
Texas
$224K – – –
SJL
1480
Shayne & Jacobs LLC
Tennessee
$224K – – –
BWCS
1481
Beirne Wealth Consulting Services
Connecticut
$224K +$661 +7 +0.3%
FFM
1482
Forum Financial Management
Illinois
$224K +$235K +2,492 New
PK
1483
Pflug Koory
Nebraska
$223K -$2.27K -24 -1%
MKC
1484
M. Kraus & Co
Vermont
$223K -$1.6K -17 -0.7%
SWIG
1485
Strategic Wealth Investment Group
Kentucky
$223K -$103K -1,093 -31%
SWM
1486
Sugarloaf Wealth Management
Georgia
$222K -$8.78K -93 -4%
BWM
1487
Blossom Wealth Management
California
$222K +$2.36K +25 +1%
EIA
1488
Edgemoor Investment Advisors
Maryland
$222K – – –
AFG
1489
Atomi Financial Group
New York
$222K +$233K +2,469 New
SIMG
1490
Sonora Investment Management Group
Arizona
$221K +$32.5K +344 +16%
SWP
1491
Semus Wealth Partners
Florida
$221K +$2.36K +25 +1%
RPC
1492
Rossmore Private Capital
Connecticut
$221K -$122K -1,297 -34%
MA
1493
MCF Advisors
Kentucky
$221K – – –
WAM
1494
Weatherly Asset Management
California
$221K +$189 +2 +0.1%
GAM
1495
Griffin Asset Management
New York
$220K +$1.32K +14 +0.6%
AFT
1496
Alpha Family Trust
California
$220K +$231K +2,450 New
PWPS
1497
Pinnacle Wealth Planning Services
Ohio
$220K -$41.7K -442 -15%
CCFM
1498
Clear Creek Financial Management
Washington
$220K +$1.51K +16 +0.7%
KA
1499
Klingman & Associates
New York
$219K -$12.9K -137 -5%
ITIM
1500
Indiana Trust & Investment Management
Indiana
$219K – – –
58 59
60
61 62