We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1526
Custom Portfolio Group
Colorado
$246K +$234K +2,574 New
CP
1527
Canopy Partners
Ohio
$245K +$230K +2,529 New
HVP
1528
Hudson Value Partners
Florida
$245K – – –
HCA
1529
Horan Capital Advisors
Ohio
$245K -$5.28K -58 -2%
BB
1530
Berkshire Bank
Massachusetts
$244K +$229K +2,516 New
SXL
1531
Summit X LLC
Missouri
$244K +$4K +44 +2%
SW
1532
Schulz Wealth
Texas
$243K +$228K +2,505 New
CA
1533
Calton & Associates
Florida
$243K -$20.2K -222 -8%
SJL
1534
Shayne & Jacobs LLC
Tennessee
$243K – – –
OQS
1535
Occudo Quantitative Strategies
Florida
$242K +$227K +2,492 New
LAM
1536
L2 Asset Management
Massachusetts
$242K +$226K +2,490 New
PBK
1537
Peoples Bank (Kansas)
Kansas
$240K -$6.82K -75 -3%
EIA
1538
Edgemoor Investment Advisors
Maryland
$240K – – –
PCP
1539
Proficio Capital Partners
Massachusetts
$240K -$27K -297 -11%
BST
1540
Bath Savings Trust
Maine
$240K -$20.5K -225 -8%
PK
1541
Pflug Koory
Nebraska
$240K -$1.55K -17 -0.7%
AC
1542
Allstate Corporation
Illinois
$239K +$17.6K +193 +8%
JWM
1543
Janiczek Wealth Management
Colorado
$239K +$121K +1,329 +117%
RWI
1544
Red Wave Investments
Pennsylvania
$239K +$14.5K +159 +7%
WAM
1545
Weatherly Asset Management
California
$239K +$182 +2 +0.1%
PCIG
1546
Partners Capital Investment Group
Massachusetts
$238K -$15.6K -171 -7%
CG
1547
Clarus Group
Texas
$238K -$5.73K -63 -3%
PCA
1548
Pallas Capital Advisors
Massachusetts
$238K -$1.46K -16 -0.6%
CW
1549
Cook Wealth
North Carolina
$238K -$13.6K -150 -6%
FFWA
1550
FRG Family Wealth Advisors
Washington
$238K – – –
60 61
62
63 64