We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HIW
2101
Holos Integrated Wealth
Pennsylvania
$108K – – –
Capital Advisors Ltd
2102
Capital Advisors Ltd
Ohio
$108K – – –
MWPCG
2103
Measured Wealth Private Client Group
New Hampshire
$107K +$105K +865 New
Key Financial Inc
2104
Key Financial Inc
Pennsylvania
$101K -$13.8K -114 -12%
Harel Insurance Investments & Financial Services
2105
Harel Insurance Investments & Financial Services
Israel
$100K +$98.1K +808 New
LI
2106
Louisbourg Investments
New Brunswick, Canada
$99K – – –
WA
2107
WPG Advisers
Maryland
$98.1K -$121 -1 -0.1%
EP
2108
Essential Partners
California
$97K +$10.4K +86 +12%
RA
2109
Rise Advisors
New York
$97K -$243 -2 -0.3%
CFG
2110
Chapman Financial Group
Hawaii
$96.5K -$14.1K -116 -13%
NMG
2111
New Millennium Group
Utah
$96.2K -$30.5K -251 -24%
SJS Investment Consulting
2112
SJS Investment Consulting
Ohio
$95.9K +$93K +766 +8,511%
GA
2113
GoalVest Advisory
New York
$95.4K – – –
AEPWM
2114
Atlantic Edge Private Wealth Management
Florida
$94.9K – – –
Foster Dykema Cabot & Partners
2115
Foster Dykema Cabot & Partners
Massachusetts
$94.5K +$20.1K +166 +28%
Moisand Fitzgerald Tamayo
2116
Moisand Fitzgerald Tamayo
Florida
$94.4K – – –
Grey Fox Wealth Advisors
2117
Grey Fox Wealth Advisors
Delaware
$92.8K +$91K +750 New
OP
2118
ORG Partners
Indiana
$92.2K +$8.5K +70 +10%
GWSA
2119
Global Wealth Strategies & Associates
Colorado
$91.8K +$51.6K +425 +134%
PPA
2120
Painted Porch Advisors
California
$91.5K – – –
LFA
2121
LGT Financial Advisors
Texas
$90.7K +$849 +7 +1%
LIA
2122
Luken Investment Analytics
Tennessee
$89.2K – – –
Kelleher Financial Advisors
2123
Kelleher Financial Advisors
New York
$88.2K +$86.5K +713 New
Beaird Harris Wealth Management
2124
Beaird Harris Wealth Management
Texas
$85.4K +$364 +3 +0.4%
AW
2125
Avion Wealth
Texas
$85K -$10.4K -86 -11%