We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PG
1626
Proffitt & Goodson
Tennessee
$8K – – –
SGAM
1627
Smith Group Asset Management
Texas
$8K – – –
Benjamin Edwards Inc
1628
Benjamin Edwards Inc
Missouri
$8K +$91 +1 +1%
FWM
1629
Filbrandt Wealth Management
Wisconsin
$8K +$2.28K +25 +43%
TCWA
1630
Ten Capital Wealth Advisors
Washington
$7K – – –
TFGT
1631
TS Financial Group (TSFG)
Illinois
$6K -$2.01K -22 -28%
IF
1632
Ironwood Financial
Arizona
$6K – – –
SFPG
1633
Stonebridge Financial Planning Group
Florida
$6K – – –
ZC
1634
Zeit Capital
Colorado
$6K – – –
WAS
1635
Winch Advisory Services
Wisconsin
$6K +$91 +1 +2%
TCM
1636
TD Capital Management
Tennessee
$6K +$5.57K +61 New
NIC
1637
Northwest Investment Counselors
Oregon
$6K +$5.84K +64 New
AW
1638
Avion Wealth
Texas
$6K +$6.12K +67 New
MAWCM
1639
Mine & Arao Wealth Creation & Management
California
$5K – – –
DAM
1640
Delta Asset Management
Tennessee
$4K -$25.8K -283 -88%
SFO
1641
Standard Family Office
South Dakota
$4K +$1.37K +15 +58%
BWP
1642
Baldwin Wealth Partners
Massachusetts
$3K – – –
CPFP
1643
Clear Perspectives Financial Planning
Ohio
$3K – – –
TFA
1644
Transamerica Financial Advisors
Florida
$3K +$183 +2 +9%
JAM
1645
JCIC Asset Management
Ontario, Canada
$2K – – –
RIA
1646
RPG Investment Advisory
California
$2K – – –
YAL
1647
Your Advocates Ltd
Texas
$2K – – –
KFP
1648
KB Financial Partners
New Jersey
$1K +$1.37K +15 New
WIM
1649
Westside Investment Management
California
$61 – – –
Cohen & Steers
1650
Cohen & Steers
New York
– -$140M -1,528,767 Closed