We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2351
Abound Wealth Management
Tennessee
$27.4K -$19.7K -156 -42%
DCM
2352
Dorato Capital Management
Colorado
$27.1K – – –
RWM
2353
Raffa Wealth Management
District of Columbia
$26.7K +$4.42K +35 +20%
SWA
2354
SOA Wealth Advisors
New York
$26.3K +$126 +1 +0.5%
TCM
2355
Triumph Capital Management
Colorado
$26.2K +$3.15K +25 +14%
ACA
2356
American Capital Advisory
Idaho
$26.1K +$2.4K +19 +10%
TLA
2357
Tanglewood Legacy Advisors
Texas
$26.1K +$26K +206 New
GA
2358
GoalVest Advisory
New York
$25.9K – – –
FNWA
2359
Financial Network Wealth Advisors
Utah
$25.6K -$1.39K -11 -5%
HNW
2360
High Note Wealth
Minnesota
$25.6K +$5.17K +41 +25%
NL
2361
NorthAvenue LLC
Ohio
$25.3K – – –
PWM
2362
Proathlete Wealth Management
Florida
$24.7K – – –
DIP
2363
DT Investment Partners
Pennsylvania
$24.1K – – –
MSG
2364
Main Street Group
Virginia
$23.8K +$252 +2 +1%
OWP
2365
ORG Wealth Partners
Texas
$23.5K – – –
VERPA
2366
Virginia Estate & Retirement Planning Advisors
Virginia
$23.4K +$23.3K +185 New
APW
2367
Allied Private Wealth
Florida
$23.3K +$23.2K +184 New
1NWS
2368
1 North Wealth Services
Maryland
$23.2K – – –
PWMA
2369
Pension & Wealth Management Advisors
Massachusetts
$23.2K – – –
HCA
2370
Harbor Capital Advisors
Illinois
$23K +$22.6K +179 New
Vanguard National Trust
2371
Vanguard National Trust
Pennsylvania
$22.9K – – –
MFS
2372
Montgomery Financial Services
Maryland
$22.9K +$22.8K +181 New
PWA
2373
Provenance Wealth Advisors
Florida
$22.9K +$22.8K +181 New
CH
2374
CDKV Holdings
Colorado
$22.5K – – –
MAS
2375
MPWM Advisory Solutions
Georgia
$22.2K -$1.51K -12 -6%