We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2226
CBIZ Investment Advisory Services
Ohio
$6.1K +$5.7K +50 New
AWM
2227
Ameliora Wealth Management
Switzerland
$6.1K – – –
IHWM
2228
Iron Horse Wealth Management
Iowa
$5.98K +$5.58K +49 New
SHIM
2229
Stone House Investment Management
Pennsylvania
$5.49K +$5.13K +45 New
CWP
2230
Clark Wealth Partners
Illinois
$4.76K +$4.45K +39 New
BWM
2231
Bernard Wealth Management
Michigan
$4.51K +$4.22K +37 New
CWM
2232
Consultiva Wealth Management
Puerto Rico
$4.15K – – –
SIM
2233
Synergy Investment Management
Florida
$4.15K – – –
PWA
2234
Principia Wealth Advisory
Texas
$4.07K +$1.37K +12 +52%
UIC
2235
Uniplan Investment Counsel
Wisconsin
$3.96K +$3.65K +32 New
EAM
2236
Eukles Asset Management
Ohio
$3.42K – – –
CB
2237
Community Bank
New York
$3.29K – – –
WW
2238
Winnow Wealth
Texas
$2.95K +$1.03K +9 +56%
IMC
2239
Investment Management Corporation
Virginia
$2.93K – – –
GC
2240
Garde Capital
Washington
$2.81K +$2.62K +23 New
CAM
2241
Creekmur Asset Management
Illinois
$2.68K -$1.82K -16 -42%
GWMI
2242
Guardian Wealth Management (Illinois)
Illinois
$2.58K – – –
SPF
2243
South Plains Financial
Texas
$2.32K -$14.8K -130 -87%
TFA
2244
Transamerica Financial Advisors
Florida
$2K -$114 -1 -8%
SIC
2245
SJS Investment Consulting
Ohio
$1.95K +$114 +1 +7%
NC
2246
North Capital
Utah
$1.95K +$1.82K +16 New
MHIP
2247
Mountain Hill Investment Partners
New Jersey
$1.84K – – –
RJA
2248
Ross\Johnson & Associates
Minnesota
$1.83K +$1.71K +15 New
TCA
2249
Trifecta Capital Advisors
Illinois
$1.59K – – –
BHWM
2250
Bay Harbor Wealth Management
Maryland
$1.58K +$1.48K +13 New
88 89
90
91 92