We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1601
L2 Asset Management
Massachusetts
$321K -$8.95K -79 -3%
UCI
1602
Uncommon Cents Investing
Wisconsin
$321K -$3.74K -33 -1%
OWM
1603
OneAscent Wealth Management
Alabama
$320K -$91K -803 -21%
HGA
1604
Hobbs Group Advisors
South Carolina
$320K -$38.7K -342 -10%
BAM
1605
Berkshire Asset Management
Pennsylvania
$319K +$58.7K +518 +22%
RWP
1606
Revolve Wealth Partners
New Jersey
$318K -$36.8K -325 -10%
IAMOG
1607
Investors Asset Management of Georgia
Georgia
$317K – – –
SIM
1608
Sentry Investment Management
Wisconsin
$317K +$334K +2,946 New
BTW
1609
Boston Trust Walden
Massachusetts
$314K – – –
WKWM
1610
Walter & Keenan Wealth Management
Indiana
$314K +$4.3K +38 +1%
LOIP
1611
Live Oak Investment Partners
Texas
$314K – – –
RBWA
1612
RFG - Bristol Wealth Advisors
Massachusetts
$313K +$330K +2,909 New
QC
1613
Quent Capital
New York
$313K -$41.2K -364 -11%
MSWMA
1614
Market Street Wealth Management Advisors
Indiana
$313K -$7.93K -70 -2%
CWM
1615
Centurion Wealth Management
Virginia
$313K -$11K -97 -3%
FC
1616
FORA Capital
Florida
$312K +$328K +2,897 New
RSWM
1617
Robertson Stephens Wealth Management
California
$312K +$5.21K +46 +2%
BCMO
1618
Buckingham Capital Management (Ohio)
Ohio
$312K +$3.74K +33 +1%
TAM
1619
Titleist Asset Management
Texas
$311K +$2.49K +22 +0.8%
JC
1620
JB Capital
Connecticut
$309K -$46.7K -412 -13%
XT
1621
XTX Topco
Cayman Islands
$309K +$325K +2,869 New
ISFAN
1622
Investor's Fiduciary Advisor Network
Washington
$309K +$326K +2,874 New
BWM
1623
Baron Wealth Management
Michigan
$308K +$15K +132 +5%
HF
1624
Holcombe Financial
Georgia
$307K +$323K +2,853 New
FH
1625
FWG Holdings
Florida
$306K +$680 +6 +0.2%
63 64
65
66 67