We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
1776
D.J. St. Germain
Massachusetts
$19.1K +$12.2K +127 +3%
FCG
1777
Financial Connections Group
California
$19K – – –
SA
1778
SRH Advisors
Kansas
$18K – – –
UIA
1779
Ulland Investment Advisors
Minnesota
$18K +$16.5K +172 New
FP
1780
Financial Perspectives
Minnesota
$17.3K – – –
CWM
1781
Cedar Wealth Management
California
$17.2K – – –
Harvest Fund Management
1782
Harvest Fund Management
China
$17K – – –
TWD
1783
True Wealth Design
Ohio
$16.4K +$15.3K +159 New
SSC
1784
Syverson Strege & Co
Iowa
$15.9K +$192 +2 +1%
OCM
1785
Orion Capital Management
California
$15.4K – – –
MUMSS
1786
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K -$14.4K -150 -50%
HWM
1787
Horizons Wealth Management
North Carolina
$15K – – –
CDIA
1788
Capital Directions Investment Advisors
Georgia
$14.8K +$13.8K +144 New
FSWA
1789
Financial Synergies Wealth Advisors
Texas
$14.6K +$12.4K +129 +992%
PO
1790
Private Ocean
California
$14.4K -$48K -500 -78%
MIM
1791
Macroview Investment Management
Maryland
$13.9K +$192 +2 +2%
DWA
1792
Delos Wealth Advisors
Texas
$13.6K – – –
RA
1793
Rise Advisors
New York
$13.2K +$96 +1 +0.8%
APP
1794
Alpha Paradigm Partners
Illinois
$13K -$137K -1,422 -92%
HF
1795
Halpern Financial
Virginia
$12.7K – – –
Independent Advisor Alliance
1796
Independent Advisor Alliance
North Carolina
$12.5K -$62.1K -647 -0.5%
AF
1797
Affiance Financial
Minnesota
$12.4K +$11.5K +120 New
RWM
1798
Raffa Wealth Management
District of Columbia
$11.7K – – –
SC
1799
Schubert & Co
Texas
$11.6K -$2.21K -23 -17%
RG
1800
Retirement Group
California
$11K +$1.06K +11 +11%