We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
2226
Olistico Wealth
Oklahoma
$38.3K +$39.8K +326 New
LWMI
2227
Legacy Wealth Management (Idaho)
Idaho
$38K +$10.3K +84 +35%
AF
2228
Abound Financial
California
$37.9K -$217K -1,778 -85%
T
2229
Tidemark
California
$36.3K -$4.4K -36 -10%
CFS
2230
CGC Financial Services
Oregon
$36.1K – – –
AIS
2231
Advocate Investing Services
Maryland
$35.9K +$37.4K +306 New
MAM
2232
Meeder Asset Management
Ohio
$35.6K -$1.83K -15 -5%
PWM
2233
Peck Wealth Management
New York
$35.2K – – –
MCA
2234
McGuire Capital Advisors
Oklahoma
$34K +$35.4K +290 New
BFS
2235
Bare Financial Services
Pennsylvania
$33.9K +$1.1K +9 +3%
PWMG
2236
Prestige Wealth Management Group
New Jersey
$33.6K +$5.98K +49 +21%
PWMG
2237
Private Wealth Management Group
New Jersey
$33.5K – – –
CPG
2238
Cornerstone Planning Group
New Jersey
$33.3K +$33.6K +275 +13,750%
KFG
2239
Kingdom Financial Group
Arizona
$33.2K +$34.6K +283 New
AWM
2240
Abound Wealth Management
Tennessee
$32.9K – – –
MSWM
2241
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K +$25.6K +210 +300%
FA
2242
Fountainhead AM
New Jersey
$32.5K -$269K -2,204 -89%
AIM
2243
Access Investment Management
Georgia
$32.4K – – –
BIA
2244
Bell Investment Advisors
California
$30.2K -$6.11K -50 -16%
SWP
2245
SIMA Wealth Partners
Virginia
$30.2K – – –
LWM
2246
Lodestone Wealth Management
Washington
$29.8K +$31K +254 New
CBT
2247
CoreFirst Bank & Trust
Kansas
$29.5K -$35.4K -290 -54%
WG
2248
Wellington Group
Indiana
$29.5K +$30.8K +252 New
WAS
2249
Winch Advisory Services
Wisconsin
$29.4K +$366 +3 +1%
VWM
2250
Vermillion Wealth Management
Minnesota
$29.3K – – –
88 89
90
91 92