We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2001
Traub Capital Management
Massachusetts
$164K +$164K +1,394 New
WPA
2002
Wealth Preservation Advisors
Tennessee
$163K +$4.72K +40 +3%
CFFP
2003
Center for Financial Planning
Michigan
$162K – – –
CCA
2004
Catalyst Capital Advisors
New York
$160K -$26K -220 -14%
RWA
2005
Redmont Wealth Advisors
Illinois
$159K – – –
FDW
2006
Fourth Dimension Wealth
Ohio
$158K +$67.7K +574 +75%
GAG
2007
Goodman Advisory Group
Massachusetts
$158K -$3.46M -29,324 -96%
FFO
2008
Fortitude Family Office
Arizona
$158K -$11.8K -100 -7%
KB
2009
Kimelman & Baird
New York
$157K – – –
AT
2010
Arlington Trust
Alabama
$154K -$34K -288 -18%
RF
2011
Rossby Financial
Florida
$152K -$24.3K -206 -14%
NECFA
2012
New England Capital Financial Advisors
Connecticut
$149K -$5.66K -48 -4%
HCM
2013
Hollencrest Capital Management
California
$148K – – –
CWM
2014
Cranbrook Wealth Management
Michigan
$145K – – –
SAM
2015
S.A. Mason
Michigan
$143K – – –
SWIM
2016
Smallwood Wealth Investment Management
New Jersey
$142K – – –
IWA
2017
Icon Wealth Advisors
Texas
$142K +$10.3K +87 +8%
NRG
2018
Nemes Rush Group
Michigan
$138K +$1.18K +10 +0.9%
FPF
2019
First Pacific Financial
Washington
$136K +$108K +915 +391%
MTIC
2020
Missouri Trust & Investment Company
Missouri
$135K +$19.9K +169 +17%
PGAM
2021
Princeton Global Asset Management
New Jersey
$133K +$45.3K +384 +52%
CT
2022
Coastline Trust
Rhode Island
$130K – – –
WOSD
2023
WFA of San Diego
California
$128K +$128K +1,087 New
CCM
2024
Cutler Capital Management
Massachusetts
$128K -$2.24K -19 -2%
AWM
2025
AllSquare Wealth Management
New York
$128K – – –
79 80
81
82 83