We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
2201
Private Wealth Asset Management
Iowa
$128K – – –
B
2202
Bayban
Minnesota
$127K +$15.1K +120 +14%
HCMG
2203
Howard Capital Management Group
California
$127K -$1.26K -10 -1%
WPA
2204
Wealth Preservation Advisors
Tennessee
$127K – – –
NEWAS
2205
N.E.W. Advisory Services
Wisconsin
$126K +$28.5K +226 +29%
ADL
2206
Asset Dedication LLC
California
$124K +$5.8K +46 +5%
SMBT
2207
Southern Michigan Bank & Trust
Michigan
$120K – – –
BSB
2208
Bangor Savings Bank
Maine
$118K -$378 -3 -0.3%
PB
2209
Prosperity Bancshares
Texas
$116K -$6.69K -53 -5%
BAM
2210
Byrne Asset Management
New Jersey
$115K – – –
CMBA
2211
C.M. Bidwell & Associates
Hawaii
$113K -$3.78K -30 -3%
GKIM
2212
GW&K Investment Management
Massachusetts
$112K +$4.29K +34 +4%
CMP
2213
Coston McIsaac & Partners
Maine
$112K +$7.82K +62 +7%
KFI
2214
Key Financial Inc
Pennsylvania
$108K -$2.4K -19 -2%
PIS
2215
POM Investment Strategies
North Carolina
$107K -$211K -1,674 -66%
PP
2216
Pacifica Partners
Canada
$107K -$3.53K -28 -3%
KG
2217
Kilter Group
New York
$106K +$10.5K +83 +11%
SIC
2218
SJS Investment Consulting
Ohio
$104K -$16.3K -129 -14%
TTIC
2219
Tower Trust & Investment Company
Iowa
$104K – – –
TWD
2220
True Wealth Design
Ohio
$103K +$16K +127 +18%
RG
2221
RHL Group
Michigan
$103K +$102K +810 New
PCM
2222
PenderFund Capital Management
British Columbia, Canada
$102K +$102K +808 New
AT
2223
Avalon Trust
New Mexico
$101K – – –
LI
2224
Louisbourg Investments
New Brunswick, Canada
$101K – – –
SIM
2225
Synergy Investment Management
Florida
$100K +$41.2K +327 +72%
87 88
89
90 91