We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1526
DFPG Investments
Utah
$222K +$227K +2,297 New
UAS
1527
United Asset Strategies
New York
$221K -$42.4K -429 -16%
EIM
1528
Essex Investment Management
Massachusetts
$221K – – –
W
1529
Wealthquest
Ohio
$220K -$16.4K -166 -7%
TPWA
1530
TRUE Private Wealth Advisors
Oregon
$220K +$494 +5 +0.2%
FW
1531
FirstPurpose Wealth
Utah
$220K +$11.7K +118 +5%
NC
1532
NBW Capital
Massachusetts
$220K +$24.2K +245 +12%
AWS
1533
Arkfeld Wealth Strategies
Nebraska
$220K +$1.58K +16 +0.7%
RWI
1534
Red Wave Investments
Pennsylvania
$219K +$8.69K +88 +4%
FPWM
1535
FSB Premier Wealth Management
Iowa
$219K +$225K +2,273 New
LFG
1536
Lockerman Financial Group
California
$219K – – –
CTI
1537
Community Trust & Investment
Kentucky
$219K +$7.21K +73 +3%
ICP
1538
Interchange Capital Partners
Pennsylvania
$219K +$224K +2,269 New
CAM
1539
Cubic Asset Management
Massachusetts
$218K +$6.22K +63 +3%
CBT
1540
Central Bank & Trust
Kentucky
$218K -$10.3K -104 -4%
CWM
1541
Chesapeake Wealth Management
Virginia
$218K – – –
WC
1542
Westhampton Capital
North Carolina
$218K – – –
PWM
1543
Provident Wealth Management
Tennessee
$217K -$198 -2 -0.1%
MPCG
1544
Matrix Private Capital Group
New York
$215K +$1.09K +11 +0.5%
LWP
1545
Lumature Wealth Partners
Georgia
$215K +$3.75K +38 +2%
CAWM
1546
Capital Advisors Wealth Management
Washington
$215K +$4.05K +41 +2%
BDF
1547
Black Diamond Financial
Maryland
$215K – – –
CRIG
1548
Charter Research & Investment Group
Connecticut
$215K – – –
LIG
1549
Lokken Investment Group
Delaware
$214K +$14.9K +151 +7%
AF
1550
Advisornet Financial
Minnesota
$214K +$24.8K +251 +13%
60 61
62
63 64