We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1651
WFA Asset Management
Wisconsin
$77.5K +$74.9K +739 New
ACM
1652
Antonetti Capital Management
Florida
$76K – – –
Simon Quick Advisors
1653
Simon Quick Advisors
New Jersey
$76K +$7.6K +75 +11%
Altshuler Shaham
1654
Altshuler Shaham
Israel
$76K +$11.2K +110 +18%
CSWM
1655
Cassady Schiller Wealth Management
Ohio
$75K +$72.7K +717 New
TFM
1656
TFC Financial Management
Massachusetts
$74K -$10.9K -108 -13%
RDIA
1657
RE Dickinson Investment Advisors
Iowa
$74K +$71.9K +709 New
SC
1658
Seldon Capital
California
$74K +$72K +710 New
SIS
1659
Sound Income Strategies
Florida
$73K +$2.53K +25 +4%
HF
1660
Halpern Financial
Virginia
$72.4K +$57.5K +567 +461%
HH
1661
HWG Holdings
Texas
$71K +$68.9K +680 New
Edmond de Rothschild Holding
1662
Edmond de Rothschild Holding
Switzerland
$70K – – –
LWA
1663
Lenox Wealth Advisors
New York
$69K -$2.74K -27 -4%
PCTC
1664
Perkins Coie Trust Company
Washington
$69K – – –
RIM
1665
Rockbridge Investment Management
New York
$68K – – –
MTIC
1666
Missouri Trust & Investment Company
Missouri
$68K +$66K +651 New
PO
1667
Private Ocean
California
$67K – – –
AP
1668
Arlington Partners
Alabama
$65K +$28.9K +285 +86%
CCC
1669
Crescent Capital Consulting
Louisiana
$64K +$16.2K +160 +36%
OF
1670
Outfitter Financial
Maine
$63K +$60.8K +600 New
FPWM
1671
FSB Premier Wealth Management
Iowa
$63K +$61.6K +608 New
LTI
1672
Laffer Tengler Investments
Tennessee
$62.5K – – –
VCM
1673
Versant Capital Management
Arizona
$62K -$1.72K -17 -3%
JGIA
1674
Jackson Grant Investment Advisers
Connecticut
$62K – – –
GTAM
1675
Global Trust Asset Management
Florida
$62K +$32.4K +320 +116%